UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 |
AMRZ
Amrize Ltd
AMRZ
|
$766M |
| 2 |
O'Reilly Automotive
ORLY
|
$607M |
| 3 |
Tesla
TSLA
|
$470M |
| 4 |
Suncor Energy
SU
|
$467M |
| 5 |
Accenture
ACN
|
$413M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56B |
| 2 |
Apple
AAPL
|
$1.35B |
| 3 |
UBS Group
UBS
|
$1.06B |
| 4 |
NVIDIA
NVDA
|
$827M |
| 5 |
Hewlett Packard
HPE
|
$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
3M
MMM
$83.9B
| $414M | 0.07% | 2,717,440 -684,601 | -20% | -$104M |
|
227
Paychex
PAYX
$50B
| $412M | 0.07% | 2,834,658 -514,707 | -15% | -$74.9M |
|
228
Dell
DELL
$90.7B
| $412M | 0.07% | 3,359,251 -1,463,077 | -30% | -$179M |
|
229
PayPal
PYPL
$66.9B
| $409M | 0.07% | 5,504,675 +164,978 | +3% | +$12.3M |
|
230
TE Connectivity
TEL
$61.5B
| $409M | 0.07% | 2,424,206 +296,781 | +14% | +$50.1M |
|
231
SPDR Portfolio S&P 500 Growth ETF
SPYG
$39.9B
| $406M | 0.07% | 4,262,778 +424,178 | +11% | +$40.4M |
|
232
iShares MSCI Brazil ETF
EWZ
$5.49B
| $406M | 0.07% | 14,057,791 +6,882,842 | +96% | +$199M |
|
233
iShares 7-10 Year Treasury Bond ETF
IEF
$35.5B
| $403M | 0.07% | 4,211,866 +403,027 | +11% | +$38.6M |
|
234
Flutter Entertainment
FLUT
$54.2B
| $401M | 0.07% | 1,403,927 +196,942 | +16% | +$56.3M |
|
235
Colgate-Palmolive
CL
$67.4B
| $400M | 0.07% | 4,395,857 -746,423 | -15% | -$67.8M |
|
236
Pinduoduo
PDD
$174B
| $399M | 0.07% | 3,809,792 +733,742 | +24% | +$76.8M |
|
237
Cheniere Energy
LNG
$53.2B
| $391M | 0.07% | 1,607,329 -478,884 | -23% | -$117M |
|
238
Nasdaq
NDAQ
$54.6B
| $391M | 0.07% | 4,376,574 -370,922 | -8% | -$33.2M |
|
239
Equinix
EQIX
$77B
| $391M | 0.07% | 491,847 -42,673 | -8% | -$33.9M |
|
240
Enterprise Products Partners
EPD
$69.2B
| $391M | 0.07% | 12,616,796 -545,223 | -4% | -$16.9M |
|
241
The Communication Services Select Sector SPDR Fund
XLC
$25B
| $389M | 0.07% | 3,586,889 +11,099 | +0.3% | +$1.2M |
|
242
L3Harris
LHX
$51.8B
| $389M | 0.07% | 1,551,126 -28,710 | -2% | -$7.2M |
|
243
First Solar
FSLR
$21.1B
| $388M | 0.07% | 2,341,067 +824,862 | +54% | +$137M |
|
244
US Bancorp
USB
$75.7B
| $387M | 0.07% | 8,560,506 +829,122 | +11% | +$37.5M |
|
245
Ecolab
ECL
$79.1B
| $387M | 0.07% | 1,436,794 -135,950 | -9% | -$36.6M |
|
246
Charter Communications
CHTR
$36B
| $386M | 0.07% | 944,717 +116,778 | +14% | +$47.7M |
|
247
Amphenol
APH
$137B
| $384M | 0.07% | 3,885,651 -250,351 | -6% | -$24.7M |
|
248
Southern Company
SO
$101B
| $383M | 0.07% | 4,171,860 -618,555 | -13% | -$56.8M |
|
249
CoStar Group
CSGP
$38.3B
| $379M | 0.07% | 4,707,934 -31,545 | -0.7% | -$2.54M |
|
250
Sea Limited
SE
$110B
| $375M | 0.06% | 2,343,334 +1,043,120 | +80% | +$167M |
|