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 | |
|---|---|---|---|---|---|---|
301
Warner Bros
WBD
$28.8B
| $311M | 0.05% | 27,161,332 +1,226,101 | +5% | +$14.1M |
|
302
Kimberly-Clark
KMB
$42.8B
| $305M | 0.05% | 2,366,167 +263,027 | +13% | +$33.9M |
|
303
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $305M | 0.05% | 4,769,579 +103,606 | +2% | +$6.62M |
|
304
Kraft Heinz
KHC
$33.1B
| $304M | 0.05% | 11,783,283 +2,162,161 | +22% | +$55.8M |
|
305
Stellantis
STLA
$27.8B
| $304M | 0.05% | 30,312,666 +4,948,270 | +20% | +$49.6M |
|
306
Keurig Dr Pepper
KDP
$39.5B
| $302M | 0.05% | 9,144,842 +432,514 | +5% | +$14.3M |
|
307
Hilton Worldwide
HLT
$64.9B
| $302M | 0.05% | 1,134,365 +122,985 | +12% | +$32.8M |
|
308
Valero Energy
VLO
$47.2B
| $302M | 0.05% | 2,243,287 +285,338 | +15% | +$38.4M |
|
309
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| $300M | 0.05% | 3,612,286 +45,510 | +1% | +$3.77M |
|
310
KKR & Co
KKR
$124B
| $300M | 0.05% | 2,251,392 -89,621 | -4% | -$11.9M |
|
311
Vanguard Health Care ETF
VHT
$15.6B
| $298M | 0.05% | 1,200,147 -70,405 | -6% | -$17.5M |
|
312
Axon Enterprise
AXON
$58.7B
| $297M | 0.05% | 358,858 +34,097 | +10% | +$28.2M |
|
313
Genuine Parts
GPC
$19.4B
| $296M | 0.05% | 2,441,684 -426,260 | -15% | -$51.7M |
|
314
Robinhood
HOOD
$92.4B
| $295M | 0.05% | 3,146,341 -634,755 | -17% | -$59.4M |
|
315
Corning
GLW
$57.4B
| $293M | 0.05% | 5,567,128 -375,827 | -6% | -$19.8M |
|
316
Cummins
CMI
$54.9B
| $290M | 0.05% | 886,654 -22,500 | -2% | -$7.37M |
|
317
Bank of New York Mellon
BK
$74.5B
| $290M | 0.05% | 3,180,299 -401,516 | -11% | -$36.6M |
|
318
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $288M | 0.05% | 3,523,291 -17,280 | -0.5% | -$1.41M |
|
319
Marathon Petroleum
MPC
$54.6B
| $287M | 0.05% | 1,729,011 -175,784 | -9% | -$29.2M |
|
320
SharkNinja
SN
$16.5B
| $286M | 0.05% | 2,886,811 +2,222,660 | +335% | +$220M |
|
321
Roblox
RBLX
$86.4B
| $285M | 0.05% | 2,707,574 +1,290,265 | +91% | +$136M |
|
322
Norfolk Southern
NSC
$62.8B
| $285M | 0.05% | 1,111,496 +89,395 | +9% | +$22.9M |
|
323
Synopsys
SNPS
$112B
| $283M | 0.05% | 551,245 -16,755 | -3% | -$8.59M |
|
324
AutoZone
AZO
$70.2B
| $282M | 0.05% | 76,015 -10,748 | -12% | -$39.9M |
|
325
Autodesk
ADSK
$67.3B
| $282M | 0.05% | 910,041 -37,344 | -4% | -$11.6M |
|