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 | +$1.26B | |
| 2 | +$745M | |
| 3 | +$725M | |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| 1 | +$1.87B | |
| 2 | +$1.41B | |
| 3 | +$1.16B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 8.16% |
| 4 | Industrials | 8.07% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Corning
GLW
$111B
| $344M | 0.07% |
3,924,941
+206,863
|
|
||
277
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.6B
| $342M | 0.07% |
4,080,035
+254,248
|
|
||
278
iShares Russell 1000 ETF
IWB
$45.6B
| $340M | 0.07% |
909,631
-35,580
|
|
||
279
FedEx
FDX
$84.9B
| $337M | 0.07% |
1,167,167
-382,467
|
|
||
280
Realty Income
O
$60.6B
| $337M | 0.07% |
5,973,949
+1,736,928
|
|
||
281
iShares MSCI Brazil ETF
EWZ
$9.42B
| $335M | 0.07% |
10,558,915
+2,401,276
|
|
||
282
Kraft Heinz
KHC
$28.9B
| $334M | 0.07% |
13,754,588
+4,528,433
|
|
||
283
Janus Henderson AAA CLO ETF
JAAA
$27.1B
| $332M | 0.07% |
6,560,250
+80,567
|
|
||
284
Bristol-Myers Squibb
BMY
$123B
| $332M | 0.07% |
6,151,112
-4,505,646
|
|
||
285
Alnylam Pharmaceuticals
ALNY
$42.9B
| $328M | 0.07% |
825,840
+337,636
|
|
||
286
Cummins
CMI
$76B
| $327M | 0.06% |
641,219
+48,402
|
|
||
287
Welltower
WELL
$145B
| $327M | 0.06% |
1,762,436
-1,515,685
|
|
||
288
Synopsys
SNPS
$83.8B
| $327M | 0.06% |
695,119
-395,229
|
|
||
289
Jabil
JBL
$26.1B
| $326M | 0.06% |
1,431,674
-695,279
|
|
||
290
Insmed
INSM
$30.2B
| $325M | 0.06% |
1,867,635
+221,396
|
|
||
291
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
| $324M | 0.06% |
2,367,920
+52,544
|
|
||
292
Cognizant
CTSH
$30.9B
| $322M | 0.06% |
3,882,976
+662,188
|
|
||
293
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
| $322M | 0.06% |
3,418,226
-127,752
|
|
||
294
Stellantis
STLA
$20.5B
| $322M | 0.06% |
29,532,169
+2,776,017
|
|
||
295
United Airlines
UAL
$30.6B
| $321M | 0.06% |
2,866,570
-1,069,855
|
|
||
296
Howmet Aerospace
HWM
$102B
| $319M | 0.06% |
1,558,378
-746,075
|
|
||
297
Motorola Solutions
MSI
$76.3B
| $319M | 0.06% |
833,464
+98,429
|
|
||
298
Infosys
INFY
$58.3B
| $317M | 0.06% |
17,782,859
-2,611,079
|
|
||
299
L3Harris
LHX
$69.3B
| $316M | 0.06% |
1,076,714
+31,808
|
|
||
300
iShares Core Dividend Growth ETF
DGRO
$38B
| $314M | 0.06% |
4,516,217
-213,714
|
|