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 |
Tesla
TSLA
|
$470M |
| 3 |
Suncor Energy
SU
|
$467M |
| 4 |
Accenture
ACN
|
$413M |
| 5 |
Kenvue
KVUE
|
$385M |
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
$82.7B
| $414M | 0.07% |
2,717,440
-684,601
| -20% | -$104M |
|
227
Paychex
PAYX
$48.7B
| $412M | 0.07% |
2,834,658
-514,707
| -15% | -$74.9M |
|
228
Dell
DELL
$84.4B
| $412M | 0.07% |
3,359,251
-1,463,077
| -30% | -$179M |
|
229
PayPal
PYPL
$65.2B
| $409M | 0.07% |
5,504,675
+164,978
| +3% | +$12.3M |
|
230
TE Connectivity
TEL
$61.7B
| $409M | 0.07% |
2,424,206
+296,781
| +14% | +$50.1M |
|
231
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.8B
| $406M | 0.07% |
4,262,778
+424,178
| +11% | +$40.4M |
|
232
iShares MSCI Brazil ETF
EWZ
$5.47B
| $406M | 0.07% |
14,057,791
+6,882,842
| +96% | +$199M |
|
233
iShares 7-10 Year Treasury Bond ETF
IEF
$35.9B
| $403M | 0.07% |
4,211,866
+403,027
| +11% | +$38.6M |
|
234
Flutter Entertainment
FLUT
$51.9B
| $401M | 0.07% |
1,403,927
+196,942
| +16% | +$56.3M |
|
235
Colgate-Palmolive
CL
$68.8B
| $400M | 0.07% |
4,395,857
-746,423
| -15% | -$67.8M |
|
236
Pinduoduo
PDD
$177B
| $399M | 0.07% |
3,809,792
+733,742
| +24% | +$76.8M |
|
237
Cheniere Energy
LNG
$51.8B
| $391M | 0.07% |
1,607,329
-478,884
| -23% | -$117M |
|
238
Nasdaq
NDAQ
$53.6B
| $391M | 0.07% |
4,376,574
-370,922
| -8% | -$33.2M |
|
239
Equinix
EQIX
$75.7B
| $391M | 0.07% |
491,847
-42,673
| -8% | -$33.9M |
|
240
Enterprise Products Partners
EPD
$68.6B
| $391M | 0.07% |
12,616,796
-545,223
| -4% | -$16.9M |
|
241
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $389M | 0.07% |
3,586,889
+11,099
| +0.3% | +$1.2M |
|
242
L3Harris
LHX
$51B
| $389M | 0.07% |
1,551,126
-28,710
| -2% | -$7.2M |
|
243
First Solar
FSLR
$22B
| $388M | 0.07% |
2,341,067
+824,862
| +54% | +$137M |
|
244
US Bancorp
USB
$75.9B
| $387M | 0.07% |
8,560,506
+829,122
| +11% | +$37.5M |
|
245
Ecolab
ECL
$77.6B
| $387M | 0.07% |
1,436,794
-135,950
| -9% | -$36.6M |
|
246
Charter Communications
CHTR
$35.7B
| $386M | 0.07% |
944,717
+116,778
| +14% | +$47.7M |
|
247
Amphenol
APH
$135B
| $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
$37.9B
| $379M | 0.07% |
4,707,934
-31,545
| -0.7% | -$2.54M |
|
250
Sea Limited
SE
$113B
| $375M | 0.06% |
2,343,334
+1,043,120
| +80% | +$167M |
|