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 | |
|---|---|---|---|---|---|---|
301
Warner Bros
WBD
$45.7B
| $311M | 0.05% |
27,161,332
+1,226,101
|
|
||
302
Kimberly-Clark
KMB
$39.8B
| $305M | 0.05% |
2,366,167
+263,027
|
|
||
303
iShares Core Dividend Growth ETF
DGRO
$35.5B
| $305M | 0.05% |
4,769,579
+103,606
|
|
||
304
Kraft Heinz
KHC
$29.8B
| $304M | 0.05% |
11,783,283
+2,162,161
|
|
||
305
Stellantis
STLA
$29.2B
| $304M | 0.05% |
30,312,666
+4,948,270
|
|
||
306
Keurig Dr Pepper
KDP
$36.6B
| $302M | 0.05% |
9,144,842
+432,514
|
|
||
307
Hilton Worldwide
HLT
$62.4B
| $302M | 0.05% |
1,134,365
+122,985
|
|
||
308
Valero Energy
VLO
$50B
| $302M | 0.05% |
2,243,287
+285,338
|
|
||
309
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58B
| $300M | 0.05% |
3,612,286
+45,510
|
|
||
310
KKR & Co
KKR
$111B
| $300M | 0.05% |
2,251,392
-89,621
|
|
||
311
Vanguard Health Care ETF
VHT
$15.9B
| $298M | 0.05% |
1,200,147
-70,405
|
|
||
312
Axon Enterprise
AXON
$50.6B
| $297M | 0.05% |
358,858
+34,097
|
|
||
313
Genuine Parts
GPC
$18.6B
| $296M | 0.05% |
2,441,684
-426,260
|
|
||
314
Robinhood
HOOD
$119B
| $295M | 0.05% |
3,146,341
-634,755
|
|
||
315
Corning
GLW
$74.2B
| $293M | 0.05% |
5,567,128
-375,827
|
|
||
316
Cummins
CMI
$58.3B
| $290M | 0.05% |
886,654
-22,500
|
|
||
317
Bank of New York Mellon
BK
$76.8B
| $290M | 0.05% |
3,180,299
-401,516
|
|
||
318
Utilities Select Sector SPDR Fund
XLU
$22.8B
| $288M | 0.05% |
3,523,291
-17,280
|
|
||
319
Marathon Petroleum
MPC
$55.9B
| $287M | 0.05% |
1,729,011
-175,784
|
|
||
320
SharkNinja
SN
$13.4B
| $286M | 0.05% |
2,886,811
+2,222,660
|
|
||
321
Roblox
RBLX
$96.1B
| $285M | 0.05% |
2,707,574
+1,290,265
|
|
||
322
Norfolk Southern
NSC
$65B
| $285M | 0.05% |
1,111,496
+89,395
|
|
||
323
Synopsys
SNPS
$81B
| $283M | 0.05% |
551,245
-16,755
|
|
||
324
AutoZone
AZO
$67.1B
| $282M | 0.05% |
76,015
-10,748
|
|
||
325
Autodesk
ADSK
$65B
| $282M | 0.05% |
910,041
-37,344
|
|