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 | |
|---|---|---|---|---|---|---|
251
Digital Realty Trust
DLR
$57.5B
| $374M | 0.06% | 2,147,658 +820,874 | +62% | +$143M |
|
252
Targa Resources
TRGP
$35.9B
| $374M | 0.06% | 2,147,424 +87,565 | +4% | +$15.2M |
|
253
Cintas
CTAS
$83.9B
| $373M | 0.06% | 1,672,330 +224,660 | +16% | +$50.1M |
|
254
Applovin
APP
$164B
| $371M | 0.06% | 1,060,864 -533,118 | -33% | -$187M |
|
255
SoFi Technologies
SOFI
$31.2B
| $371M | 0.06% | 20,352,844 +5,923,047 | +41% | +$108M |
|
256
Monolithic Power Systems
MPWR
$41.1B
| $368M | 0.06% | 502,536 +145,246 | +41% | +$106M |
|
257
Berkshire Hathaway Class A
BRK.A
$1.08T
| $364M | 0.06% | 499 -21 | -4% | -$15.3M |
|
258
Johnson Controls International
JCI
$71.1B
| $360M | 0.06% | 3,408,885 +864,853 | +34% | +$91.3M |
|
259
Duke Energy
DUK
$95.2B
| $358M | 0.06% | 3,037,105 -570,395 | -16% | -$67.3M |
|
260
Vanguard Mega Cap Growth ETF
MGK
$28.9B
| $355M | 0.06% | 968,648 +78,545 | +9% | +$28.8M |
|
261
Carvana
CVNA
$52.1B
| $353M | 0.06% | 1,048,976 -48,380 | -4% | -$16.3M |
|
262
MPLX
MPLX
$51.4B
| $351M | 0.06% | 6,809,249 +869,016 | +15% | +$44.8M |
|
|
AZEK
263
DELISTED
The AZEK Co
AZEK
| $349M | 0.06% | 6,413,445 +4,710,348 | +277% | +$256M |
|
264
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
| $349M | 0.06% | 790,995 +1,202 | +0.2% | +$530K |
|
265
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| $346M | 0.06% | 6,609,996 -108,943 | -2% | -$5.7M |
|
266
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $346M | 0.06% | 610,592 -61,199 | -9% | -$34.7M |
|
267
eBay
EBAY
$42.4B
| $345M | 0.06% | 4,633,463 -5,900,922 | -56% | -$439M |
|
268
Fortinet
FTNT
$60.8B
| $344M | 0.06% | 3,256,430 -446,637 | -12% | -$47.2M |
|
269
General Dynamics
GD
$87.4B
| $343M | 0.06% | 1,176,905 -454,305 | -28% | -$133M |
|
|
JNPR
270
DELISTED
Juniper Networks
JNPR
| $343M | 0.06% | 8,590,693 +3,819,916 | +80% | +$153M |
|
271
Pacer US Cash Cows 100 ETF
COWZ
$20.2B
| $342M | 0.06% | 6,203,671 -967,109 | -13% | -$53.3M |
|
272
Diamondback Energy
FANG
$43.2B
| $342M | 0.06% | 2,487,670 -52,843 | -2% | -$7.26M |
|
273
SPDR S&P Biotech ETF
XBI
$5.16B
| $341M | 0.06% | 4,117,555 -3,083,227 | -43% | -$256M |
|
274
SPDR Portfolio Developed World ex-US ETF
SPDW
$28.7B
| $340M | 0.06% | 8,391,174 +1,108,971 | +15% | +$44.9M |
|
275
NXP Semiconductors
NXPI
$60.3B
| $339M | 0.06% | 1,551,054 -202,755 | -12% | -$44.3M |
|