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 |
Tesla
TSLA
|
$470M |
| 3 |
Suncor Energy
SU
|
$467M |
| 4 |
Accenture
ACN
|
$413M |
| 5 |
Kenvue
KVUE
|
$385M |
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
$30B
| $311M | 0.05% |
27,161,332
+1,226,101
| +5% | +$14.1M |
|
302
Kimberly-Clark
KMB
$43.1B
| $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
$32.3B
| $304M | 0.05% |
11,783,283
+2,162,161
| +22% | +$55.8M |
|
305
Stellantis
STLA
$26.2B
| $304M | 0.05% |
30,312,666
+4,948,270
| +20% | +$49.6M |
|
306
Keurig Dr Pepper
KDP
$38.9B
| $302M | 0.05% |
9,144,842
+432,514
| +5% | +$14.3M |
|
307
Hilton Worldwide
HLT
$64B
| $302M | 0.05% |
1,134,365
+122,985
| +12% | +$32.8M |
|
308
Valero Energy
VLO
$48.7B
| $302M | 0.05% |
2,243,287
+285,338
| +15% | +$38.4M |
|
309
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $300M | 0.05% |
3,612,286
+45,510
| +1% | +$3.77M |
|
310
KKR & Co
KKR
$121B
| $300M | 0.05% |
2,251,392
-89,621
| -4% | -$11.9M |
|
311
Vanguard Health Care ETF
VHT
$15.7B
| $298M | 0.05% |
1,200,147
-70,405
| -6% | -$17.5M |
|
312
Axon Enterprise
AXON
$57.2B
| $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
$90B
| $295M | 0.05% |
3,146,341
-634,755
| -17% | -$59.4M |
|
315
Corning
GLW
$61B
| $293M | 0.05% |
5,567,128
-375,827
| -6% | -$19.8M |
|
316
Cummins
CMI
$55.1B
| $290M | 0.05% |
886,654
-22,500
| -2% | -$7.37M |
|
317
Bank of New York Mellon
BK
$73.1B
| $290M | 0.05% |
3,180,299
-401,516
| -11% | -$36.6M |
|
318
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $288M | 0.05% |
3,523,291
-17,280
| -0.5% | -$1.41M |
|
319
Marathon Petroleum
MPC
$54.8B
| $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
$88.5B
| $285M | 0.05% |
2,707,574
+1,290,265
| +91% | +$136M |
|
322
Norfolk Southern
NSC
$62.3B
| $285M | 0.05% |
1,111,496
+89,395
| +9% | +$22.9M |
|
323
Synopsys
SNPS
$111B
| $283M | 0.05% |
551,245
-16,755
| -3% | -$8.59M |
|
324
AutoZone
AZO
$70.6B
| $282M | 0.05% |
76,015
-10,748
| -12% | -$39.9M |
|
325
Autodesk
ADSK
$69.5B
| $282M | 0.05% |
910,041
-37,344
| -4% | -$11.6M |
|