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 | |
|---|---|---|---|---|---|---|
326
Coinbase
COIN
$78.2B
| $281M | 0.05% | 801,183 +343,949 | +75% | +$121M |
|
327
Shopify
SHOP
$184B
| $280M | 0.05% | 2,429,468 +946,112 | +64% | +$109M |
|
328
T Rowe Price
TROW
$23.6B
| $279M | 0.05% | 2,895,566 +669,673 | +30% | +$64.6M |
|
329
American Airlines Group
AAL
$8.82B
| $279M | 0.05% | 24,838,091 +3,961,153 | +19% | +$44.4M |
|
|
BPMC
330
DELISTED
Blueprint Medicines
BPMC
| $278M | 0.05% | 2,167,028 +1,953,223 | +914% | +$250M |
|
331
Truist Financial
TFC
$60.4B
| $276M | 0.05% | 6,429,769 -350,490 | -5% | -$15.1M |
|
332
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $276M | 0.05% | 3,508,060 +106,198 | +3% | +$8.36M |
|
333
Take-Two Interactive
TTWO
$43B
| $274M | 0.05% | 1,129,821 -169,794 | -13% | -$41.2M |
|
334
Crown Castle
CCI
$43.2B
| $272M | 0.05% | 2,652,055 -854,424 | -24% | -$87.8M |
|
335
Cigna
CI
$80.3B
| $272M | 0.05% | 823,329 -207,898 | -20% | -$68.7M |
|
336
Capital Group Dividend Value ETF
CGDV
$21B
| $272M | 0.05% | 6,884,253 +471,851 | +7% | +$18.6M |
|
337
Cognizant
CTSH
$35.3B
| $272M | 0.05% | 3,481,511 -653,814 | -16% | -$51M |
|
|
CRWV
338
CoreWeave, Inc. Class A Common Stock
CRWV
$50.3B
| $271M | 0.05% | 1,661,360 +1,393,725 | +521% | +$227M |
|
339
Arthur J. Gallagher & Co
AJG
$77.6B
| $271M | 0.05% | 846,124 -303,343 | -26% | -$97.1M |
|
340
Vanguard FTSE Europe ETF
VGK
$26.8B
| $271M | 0.05% | 3,491,997 +187,249 | +6% | +$14.5M |
|
341
Copart
CPRT
$47.2B
| $270M | 0.05% | 5,504,779 +174,317 | +3% | +$8.55M |
|
342
Toast
TOST
$26.3B
| $270M | 0.05% | 6,091,898 -1,210,956 | -17% | -$53.6M |
|
343
Gartner
IT
$19B
| $269M | 0.05% | 665,389 +308,802 | +87% | +$125M |
|
344
KraneShares CSI China Internet ETF
KWEB
$8.4B
| $267M | 0.05% | 7,785,116 -2,847,543 | -27% | -$97.8M |
|
345
General Mills
GIS
$26.4B
| $267M | 0.05% | 5,145,929 -121,817 | -2% | -$6.31M |
|
346
Infosys
INFY
$69.7B
| $266M | 0.05% | 14,346,570 +2,579,137 | +22% | +$47.8M |
|
347
Mettler-Toledo International
MTD
$26.8B
| $265M | 0.05% | 225,347 +122,661 | +119% | +$144M |
|
348
Atlassian
TEAM
$46.6B
| $264M | 0.05% | 1,301,316 +395,813 | +44% | +$80.4M |
|
349
iShares National Muni Bond ETF
MUB
$38.7B
| $264M | 0.05% | 2,525,891 -44,314 | -2% | -$4.63M |
|
350
Royal Caribbean
RCL
$98.7B
| $264M | 0.05% | 842,674 +58,088 | +7% | +$18.2M |
|