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 | |
|---|---|---|---|---|---|---|
276
Logitech
LOGI
$15.3B
| $339M | 0.06% | 3,757,572 +1,800,178 | +92% | +$162M |
|
277
iShares Russell 1000 ETF
IWB
$42.6B
| $338M | 0.06% | 995,872 +20,504 | +2% | +$6.96M |
|
278
Illinois Tool Works
ITW
$77.1B
| $338M | 0.06% | 1,365,168 -178,854 | -12% | -$44.2M |
|
279
Southwest Airlines
LUV
$17.3B
| $334M | 0.06% | 10,303,749 -11,353,191 | -52% | -$368M |
|
280
Skechers
SKX
$9.48B
| $333M | 0.06% | 5,273,079 +3,102,962 | +143% | +$196M |
|
281
Avis
CAR
$5.57B
| $330M | 0.06% | 1,951,173 +20,058 | +1% | +$3.39M |
|
282
Yum! Brands
YUM
$40.8B
| $329M | 0.06% | 2,223,591 +426,658 | +24% | +$63.2M |
|
283
Consumer Discretionary Select Sector SPDR Fund
XLY
$23B
| $329M | 0.06% | 1,514,856 -627,258 | -29% | -$136M |
|
284
Aflac
AFL
$57.2B
| $329M | 0.06% | 3,120,386 +115,192 | +4% | +$12.1M |
|
285
Elevance Health
ELV
$71.8B
| $329M | 0.06% | 845,918 -89,488 | -10% | -$34.8M |
|
286
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $325M | 0.06% | 3,465,922 -90,537 | -3% | -$8.5M |
|
287
Janus Henderson AAA CLO ETF
JAAA
$24.3B
| $325M | 0.06% | 6,407,743 +437,221 | +7% | +$22.2M |
|
288
Ford
F
$46.8B
| $325M | 0.06% | 29,950,597 +2,261,684 | +8% | +$24.5M |
|
289
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
| $323M | 0.06% | 1,136,980 +16,001 | +1% | +$4.55M |
|
290
Occidental Petroleum
OXY
$46.9B
| $322M | 0.06% | 7,670,607 +1,120,428 | +17% | +$47.1M |
|
291
Welltower
WELL
$113B
| $322M | 0.06% | 2,095,044 -661,116 | -24% | -$102M |
|
292
First Trust Rising Dividend Achievers ETF
RDVY
$16.3B
| $321M | 0.06% | 5,115,328 +258,333 | +5% | +$16.2M |
|
293
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $319M | 0.06% | 1,633,911 -36,940 | -2% | -$7.2M |
|
294
Moody's
MCO
$91.4B
| $317M | 0.05% | 632,215 -269,956 | -30% | -$135M |
|
295
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $317M | 0.05% | 2,283,766 +17,979 | +0.8% | +$2.49M |
|
296
Electronic Arts
EA
$43B
| $315M | 0.05% | 1,972,747 -456,790 | -19% | -$72.9M |
|
297
Fiserv
FI
$75.1B
| $315M | 0.05% | 1,826,316 -235,028 | -11% | -$40.5M |
|
298
iShares US Technology ETF
IYW
$23B
| $314M | 0.05% | 1,810,133 -60,505 | -3% | -$10.5M |
|
299
ON Semiconductor
ON
$20.3B
| $312M | 0.05% | 5,948,481 +1,617,856 | +37% | +$84.8M |
|
300
Vertex Pharmaceuticals
VRTX
$100B
| $312M | 0.05% | 700,002 -37,416 | -5% | -$16.7M |
|