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 | |
|---|---|---|---|---|---|---|
301
First Solar
FSLR
$21B
| $310M | 0.06% |
1,187,792
-757,362
|
|
||
302
Equinix
EQIX
$92.1B
| $310M | 0.06% |
404,496
-113,632
|
|
||
|
303
Southwest Airlines
LUV
$21.1B
| $309M | 0.06% |
7,465,069
-20,816,964
|
|
||
304
GSK
GSK
$111B
| $308M | 0.06% |
6,280,883
+1,635,448
|
|
||
305
eBay
EBAY
$41.5B
| $308M | 0.06% |
3,530,897
-1,753,604
|
|
||
306
Targa Resources
TRGP
$50.5B
| $307M | 0.06% |
1,664,896
-695,415
|
|
||
307
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.77B
| $307M | 0.06% |
2,431,845
+927,224
|
|
||
308
US Bancorp
USB
$81B
| $306M | 0.06% |
5,737,104
-794,510
|
|
||
309
Norfolk Southern
NSC
$68B
| $304M | 0.06% |
1,052,360
-1,019,977
|
|
||
310
Exact Sciences
EXAS
$19.8B
| $304M | 0.06% |
2,989,407
+2,377,997
|
|
||
311
Yum! Brands
YUM
$44.2B
| $303M | 0.06% |
2,004,934
+28,160
|
|
||
312
Fastenal
FAST
$53.4B
| $302M | 0.06% |
7,532,882
-781,323
|
|
||
313
Axon Enterprise
AXON
$44.9B
| $302M | 0.06% |
531,727
-51,012
|
|
||
314
Vanguard Total International Stock ETF
VXUS
$137B
| $302M | 0.06% |
4,000,968
+185,711
|
|
||
315
Northrop Grumman
NOC
$106B
| $302M | 0.06% |
529,198
+6,084
|
|
||
316
Crown Castle
CCI
$39.1B
| $298M | 0.06% |
3,354,748
-1,567,648
|
|
||
317
Enbridge
ENB
$118B
| $298M | 0.06% |
6,226,915
+370,487
|
|
||
318
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $296M | 0.06% |
1,060,148
-10,431
|
|
||
319
Royal Caribbean
RCL
$78.6B
| $296M | 0.06% |
1,060,089
+262,044
|
|
||
320
Vanguard Small-Cap Value ETF
VBR
$33B
| $295M | 0.06% |
1,391,151
-57,980
|
|
||
321
Vanguard FTSE Europe ETF
VGK
$30.7B
| $294M | 0.06% |
3,519,945
+14,157
|
|
||
322
SPDR Gold MiniShares Trust
GLDM
$33.3B
| $291M | 0.06% |
3,412,428
+96,624
|
|
||
323
HEICO Corp
HEI
$43.3B
| $290M | 0.06% |
894,697
+334,493
|
|
||
324
Aon
AON
$73B
| $289M | 0.06% |
820,117
-375,721
|
|
||
325
Core Scientific
CORZ
$4.78B
| $289M | 0.06% |
19,817,257
+13,232,490
|
|