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 |
Strategy Inc Common Stock Class A
MSTR
|
$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$851M |
| 3 |
Boeing
BA
|
$833M |
| 4 |
Microsoft
MSFT
|
$802M |
| 5 |
Advanced Micro Devices
AMD
|
$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$499M |
| 2 |
Unity
U
|
$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
$159M |
| 4 |
Eli Lilly
LLY
|
$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Cadence Design Systems
CDNS
$95.6B
| $293M | 0.05% |
973,708
+360,196
| +59% | +$108M |
|
277
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $292M | 0.05% |
2,306,463
+19,252
| +0.8% | +$2.44M |
|
278
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $292M | 0.05% |
4,759,938
+187,244
| +4% | +$11.5M |
|
279
WisdomTree Floating Rate Treasury Fund
USFR
$18.9B
| $292M | 0.05% |
5,793,590
-446,406
| -7% | -$22.5M |
|
280
Kimberly-Clark
KMB
$43.1B
| $289M | 0.05% |
2,206,599
+878,496
| +66% | +$115M |
|
281
KKR & Co
KKR
$121B
| $288M | 0.05% |
1,950,151
+400,858
| +26% | +$59.3M |
|
282
PNC Financial Services
PNC
$80.5B
| $288M | 0.05% |
1,492,764
+350,589
| +31% | +$67.6M |
|
283
Darden Restaurants
DRI
$24.5B
| $287M | 0.05% |
1,537,579
+1,019,722
| +197% | +$190M |
|
284
Equinix
EQIX
$75.7B
| $285M | 0.05% |
302,666
+39,896
| +15% | +$37.6M |
|
285
FedEx
FDX
$53.7B
| $285M | 0.05% |
1,014,361
+135,727
| +15% | +$38.2M |
|
286
ON Semiconductor
ON
$20.1B
| $284M | 0.05% |
4,507,360
+1,933,200
| +75% | +$122M |
|
287
Nasdaq
NDAQ
$53.6B
| $283M | 0.05% |
3,665,381
+143,265
| +4% | +$11.1M |
|
288
Becton Dickinson
BDX
$55.1B
| $283M | 0.05% |
1,246,898
+507,200
| +69% | +$115M |
|
289
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $282M | 0.05% |
3,517,944
+490,956
| +16% | +$39.4M |
|
290
iShares Expanded Tech-Software Sector ETF
IGV
$9.85B
| $282M | 0.05% |
2,816,801
+459,280
| +19% | +$46M |
|
291
Ingersoll Rand
IR
$32.2B
| $282M | 0.05% |
3,116,734
+2,032,376
| +187% | +$184M |
|
292
iShares Silver Trust
SLV
$20.1B
| $282M | 0.05% |
10,696,979
+1,702,276
| +19% | +$44.8M |
|
293
Autodesk
ADSK
$69.5B
| $281M | 0.05% |
952,132
+436,108
| +85% | +$129M |
|
294
Vanguard Mega Cap Growth ETF
MGK
$29.1B
| $281M | 0.05% |
817,246
-14,778
| -2% | -$5.07M |
|
295
iShares National Muni Bond ETF
MUB
$38.9B
| $280M | 0.05% |
2,628,062
-125,748
| -5% | -$13.4M |
|
296
Cheniere Energy
LNG
$51.8B
| $278M | 0.05% |
1,292,186
+262,939
| +26% | +$56.5M |
|
297
Ford
F
$46.7B
| $277M | 0.05% |
27,934,457
+15,494,407
| +125% | +$153M |
|
298
Allstate
ALL
$53.1B
| $276M | 0.05% |
1,431,797
+324,706
| +29% | +$62.6M |
|
299
Kenvue
KVUE
$35.7B
| $276M | 0.05% |
12,909,269
+8,762,838
| +211% | +$187M |
|
300
Devon Energy
DVN
$22.1B
| $275M | 0.05% |
8,412,753
+4,715,961
| +128% | +$154M |
|