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 | |
|---|---|---|---|---|---|---|
276
Logitech
LOGI
$16B
| $339M | 0.06% |
3,757,572
+1,800,178
|
|
||
277
iShares Russell 1000 ETF
IWB
$44.8B
| $338M | 0.06% |
995,872
+20,504
|
|
||
278
Illinois Tool Works
ITW
$72.2B
| $338M | 0.06% |
1,365,168
-178,854
|
|
||
279
Southwest Airlines
LUV
$17.6B
| $334M | 0.06% |
10,303,749
-11,353,191
|
|
||
|
SKX
280
DELISTED
Skechers
SKX
| $333M | 0.06% |
5,273,079
+3,102,962
|
|
||
281
Avis
CAR
$5.36B
| $330M | 0.06% |
1,951,173
+20,058
|
|
||
282
Yum! Brands
YUM
$40.1B
| $329M | 0.06% |
2,223,591
+426,658
|
|
||
283
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
| $329M | 0.06% |
1,514,856
-627,258
|
|
||
284
Aflac
AFL
$58.7B
| $329M | 0.06% |
3,120,386
+115,192
|
|
||
285
Elevance Health
ELV
$78.7B
| $329M | 0.06% |
845,918
-89,488
|
|
||
286
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $325M | 0.06% |
3,465,922
-90,537
|
|
||
287
Janus Henderson AAA CLO ETF
JAAA
$25.1B
| $325M | 0.06% |
6,407,743
+437,221
|
|
||
288
Ford
F
$46.8B
| $325M | 0.06% |
29,950,597
+2,261,684
|
|
||
289
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
| $323M | 0.06% |
1,136,980
+16,001
|
|
||
290
Occidental Petroleum
OXY
$41.2B
| $322M | 0.06% |
7,670,607
+1,120,428
|
|
||
291
Welltower
WELL
$115B
| $322M | 0.06% |
2,095,044
-661,116
|
|
||
292
First Trust Rising Dividend Achievers ETF
RDVY
$16.9B
| $321M | 0.06% |
5,115,328
+258,333
|
|
||
293
Vanguard Small-Cap Value ETF
VBR
$31.3B
| $319M | 0.06% |
1,633,911
-36,940
|
|
||
294
Moody's
MCO
$85.8B
| $317M | 0.05% |
632,215
-269,956
|
|
||
295
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
| $317M | 0.05% |
2,283,766
+17,979
|
|
||
296
Electronic Arts
EA
$50.1B
| $315M | 0.05% |
1,972,747
-456,790
|
|
||
297
Fiserv
FI
$65.8B
| $315M | 0.05% |
1,826,316
-235,028
|
|
||
298
iShares US Technology ETF
IYW
$22.1B
| $314M | 0.05% |
1,810,133
-60,505
|
|
||
299
ON Semiconductor
ON
$20.6B
| $312M | 0.05% |
5,948,481
+1,617,856
|
|
||
300
Vertex Pharmaceuticals
VRTX
$105B
| $312M | 0.05% |
700,002
-37,416
|
|