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 | +$766M | |
| 2 | +$470M | |
| 3 | +$467M | |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 | +$1.56B | |
| 2 | +$1.35B | |
| 3 | +$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 | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
3M
MMM
$81.7B
| $414M | 0.07% |
2,717,440
-684,601
|
|
||
227
Paychex
PAYX
$45.9B
| $412M | 0.07% |
2,834,658
-514,707
|
|
||
228
Dell
DELL
$103B
| $412M | 0.07% |
3,359,251
-1,463,077
|
|
||
229
PayPal
PYPL
$64.9B
| $409M | 0.07% |
5,504,675
+164,978
|
|
||
230
TE Connectivity
TEL
$65.8B
| $409M | 0.07% |
2,424,206
+296,781
|
|
||
231
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
| $406M | 0.07% |
4,262,778
+424,178
|
|
||
232
iShares MSCI Brazil ETF
EWZ
$5.41B
| $406M | 0.07% |
14,057,791
+6,882,842
|
|
||
233
iShares 7-10 Year Treasury Bond ETF
IEF
$38.8B
| $403M | 0.07% |
4,211,866
+403,027
|
|
||
234
Flutter Entertainment
FLUT
$43.8B
| $401M | 0.07% |
1,403,927
+196,942
|
|
||
235
Colgate-Palmolive
CL
$62.7B
| $400M | 0.07% |
4,395,857
-746,423
|
|
||
236
Pinduoduo
PDD
$181B
| $399M | 0.07% |
3,809,792
+733,742
|
|
||
237
Cheniere Energy
LNG
$49.5B
| $391M | 0.07% |
1,607,329
-478,884
|
|
||
238
Nasdaq
NDAQ
$51.4B
| $391M | 0.07% |
4,376,574
-370,922
|
|
||
239
Equinix
EQIX
$80.5B
| $391M | 0.07% |
491,847
-42,673
|
|
||
240
Enterprise Products Partners
EPD
$66B
| $391M | 0.07% |
12,616,796
-545,223
|
|
||
241
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
| $389M | 0.07% |
3,586,889
+11,099
|
|
||
242
L3Harris
LHX
$54.2B
| $389M | 0.07% |
1,551,126
-28,710
|
|
||
243
First Solar
FSLR
$26.2B
| $388M | 0.07% |
2,341,067
+824,862
|
|
||
244
US Bancorp
USB
$72.3B
| $387M | 0.07% |
8,560,506
+829,122
|
|
||
245
Ecolab
ECL
$77.6B
| $387M | 0.07% |
1,436,794
-135,950
|
|
||
246
Charter Communications
CHTR
$36.1B
| $386M | 0.07% |
944,717
+116,778
|
|
||
247
Amphenol
APH
$153B
| $384M | 0.07% |
3,885,651
-250,351
|
|
||
248
Southern Company
SO
$110B
| $383M | 0.07% |
4,171,860
-618,555
|
|
||
249
CoStar Group
CSGP
$31.9B
| $379M | 0.07% |
4,707,934
-31,545
|
|
||
250
Sea Limited
SE
$96.7B
| $375M | 0.06% |
2,343,334
+1,043,120
|
|