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 | +$1.56B | |
| 2 | +$585M | |
| 3 | +$582M | |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 | +$660M | |
| 2 | +$549M | |
| 3 | +$513M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Entergy
ETR
$43.8B
| $297M | 0.05% |
3,471,669
+735,882
|
|
||
302
Allstate
ALL
$52.3B
| $294M | 0.05% |
1,418,028
-13,769
|
|
||
303
Kraft Heinz
KHC
$29.9B
| $293M | 0.05% |
9,621,122
-1,672,396
|
|
||
304
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58B
| $292M | 0.05% |
3,566,776
+48,832
|
|
||
305
iShares Core Dividend Growth ETF
DGRO
$35.5B
| $288M | 0.05% |
4,665,973
-93,965
|
|
||
306
NIO
NIO
$16.4B
| $286M | 0.05% |
74,955,469
+30,794,664
|
|
||
307
Cummins
CMI
$58.3B
| $285M | 0.05% |
909,154
+151,355
|
|
||
308
Stellantis
STLA
$29.5B
| $284M | 0.05% |
25,364,396
-7,092,773
|
|
||
309
First Trust Rising Dividend Achievers ETF
RDVY
$16.9B
| $284M | 0.05% |
4,856,995
+276,698
|
|
||
310
Yum! Brands
YUM
$39.9B
| $283M | 0.05% |
1,796,933
-111,795
|
|
||
311
Hartford Financial Services
HIG
$35.1B
| $282M | 0.05% |
2,282,391
+307,515
|
|
||
312
Reddit
RDDT
$37.9B
| $279M | 0.05% |
2,662,046
+1,863,744
|
|
||
313
Utilities Select Sector SPDR Fund
XLU
$22.9B
| $279M | 0.05% |
3,540,571
-540,605
|
|
||
314
Truist Financial
TFC
$55B
| $279M | 0.05% |
6,780,259
+635,661
|
|
||
315
Warner Bros
WBD
$45.7B
| $278M | 0.05% |
25,935,231
+2,567,791
|
|
||
316
Ford
F
$46.6B
| $278M | 0.05% |
27,688,913
-245,544
|
|
||
317
Marathon Petroleum
MPC
$55.9B
| $278M | 0.05% |
1,904,795
+786,309
|
|
||
318
Carrier Global
CARR
$48.3B
| $276M | 0.05% |
4,358,329
+895,264
|
|
||
319
Vanguard Mega Cap Growth ETF
MGK
$30.9B
| $275M | 0.05% |
890,103
+72,857
|
|
||
320
CSX Corp
CSX
$67.8B
| $274M | 0.05% |
9,325,126
-2,685,382
|
|
||
321
Vanguard Mid-Cap Growth ETF
VOT
$18B
| $274M | 0.05% |
1,120,979
-36,051
|
|
||
322
MSCI
MSCI
$42.3B
| $272M | 0.05% |
481,629
+100,270
|
|
||
323
MetLife
MET
$53.3B
| $272M | 0.05% |
3,391,408
+1,058,152
|
|
||
324
Corning
GLW
$74.2B
| $272M | 0.05% |
5,942,955
+1,406,522
|
|
||
325
Amphenol
APH
$155B
| $271M | 0.05% |
4,136,002
+1,062,693
|
|