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 | |
|---|---|---|---|---|---|---|
251
Digital Realty Trust
DLR
$55.7B
| $374M | 0.06% |
2,147,658
+820,874
| +62% | +$143M |
|
252
Targa Resources
TRGP
$34.9B
| $374M | 0.06% |
2,147,424
+87,565
| +4% | +$15.2M |
|
253
Cintas
CTAS
$82.4B
| $373M | 0.06% |
1,672,330
+224,660
| +16% | +$50.1M |
|
254
Applovin
APP
$166B
| $371M | 0.06% |
1,060,864
-533,118
| -33% | -$187M |
|
255
SoFi Technologies
SOFI
$30.7B
| $371M | 0.06% |
20,352,844
+5,923,047
| +41% | +$108M |
|
256
Monolithic Power Systems
MPWR
$41.5B
| $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
$69.5B
| $360M | 0.06% |
3,408,885
+864,853
| +34% | +$91.3M |
|
259
Duke Energy
DUK
$93.8B
| $358M | 0.06% |
3,037,105
-570,395
| -16% | -$67.3M |
|
260
Vanguard Mega Cap Growth ETF
MGK
$29.1B
| $355M | 0.06% |
968,648
+78,545
| +9% | +$28.8M |
|
261
Carvana
CVNA
$50.9B
| $353M | 0.06% |
1,048,976
-48,380
| -4% | -$16.3M |
|
262
MPLX
MPLX
$51.5B
| $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
$39.8B
| $349M | 0.06% |
790,995
+1,202
| +0.2% | +$530K |
|
265
SPDR Portfolio S&P 500 Value ETF
SPYV
$28B
| $346M | 0.06% |
6,609,996
-108,943
| -2% | -$5.7M |
|
266
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
| $346M | 0.06% |
610,592
-61,199
| -9% | -$34.7M |
|
267
eBay
EBAY
$42.3B
| $345M | 0.06% |
4,633,463
-5,900,922
| -56% | -$439M |
|
268
Fortinet
FTNT
$60.4B
| $344M | 0.06% |
3,256,430
-446,637
| -12% | -$47.2M |
|
269
General Dynamics
GD
$86.8B
| $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
$19.8B
| $342M | 0.06% |
6,203,671
-967,109
| -13% | -$53.3M |
|
272
Diamondback Energy
FANG
$40.2B
| $342M | 0.06% |
2,487,670
-52,843
| -2% | -$7.26M |
|
273
SPDR S&P Biotech ETF
XBI
$5.39B
| $341M | 0.06% |
4,117,555
-3,083,227
| -43% | -$256M |
|
274
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.2B
| $340M | 0.06% |
8,391,174
+1,108,971
| +15% | +$44.9M |
|
275
NXP Semiconductors
NXPI
$57.2B
| $339M | 0.06% |
1,551,054
-202,755
| -12% | -$44.3M |
|