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 | |
|---|---|---|---|---|---|---|
326
Kimberly-Clark
KMB
$33.8B
| $288M | 0.06% |
2,855,979
+828,652
|
|
||
327
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
| $287M | 0.06% |
4,770,845
-242,158
|
|
||
328
General Mills
GIS
$22.6B
| $286M | 0.06% |
6,158,789
+667,084
|
|
||
329
Target
TGT
$54.7B
| $286M | 0.06% |
2,924,643
-628,562
|
|
||
330
Zscaler
ZS
$25.2B
| $285M | 0.06% |
1,269,322
+715,949
|
|
||
331
Reddit
RDDT
$25.6B
| $285M | 0.06% |
1,239,576
-302,098
|
|
||
332
EchoStar
SATS
$31.2B
| $285M | 0.06% |
2,619,075
+418,326
|
|
||
333
Coinbase
COIN
$51.9B
| $285M | 0.06% |
1,258,868
+570,262
|
|
||
334
Elevance Health
ELV
$62.4B
| $284M | 0.06% |
811,464
-117,962
|
|
||
335
WisdomTree Floating Rate Treasury Fund
USFR
$16.1B
| $283M | 0.06% |
5,633,705
-1,953,258
|
|
||
336
MPLX
MPLX
$58.9B
| $283M | 0.06% |
5,304,746
+38,283
|
|
||
337
Robinhood
HOOD
$70.7B
| $282M | 0.06% |
2,496,590
-586,175
|
|
||
338
Vanguard Short-Term Bond ETF
BSV
$43.9B
| $282M | 0.06% |
3,581,453
+54,608
|
|
||
339
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.03B
| $282M | 0.06% |
2,139,665
-14,659
|
|
||
340
Ford
F
$48.8B
| $280M | 0.06% |
21,374,995
-274,330
|
|
||
341
Arthur J. Gallagher & Co
AJG
$54.4B
| $279M | 0.06% |
1,078,443
+238,146
|
|
||
342
Carvana
CVNA
$45.5B
| $279M | 0.06% |
660,079
+458,438
|
|
||
343
T. Rowe Price
TROW
$19.4B
| $278M | 0.06% |
2,719,963
+34,858
|
|
||
344
CenterPoint Energy
CNP
$28.2B
| $278M | 0.06% |
7,261,079
+1,729,065
|
|
||
345
Twilio
TWLO
$19B
| $278M | 0.06% |
1,956,757
-942,871
|
|
||
346
PNC Financial Services
PNC
$83.3B
| $277M | 0.05% |
1,328,701
-489,554
|
|
||
347
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
| $277M | 0.05% |
2,763,212
+254,632
|
|
||
348
Vanguard S&P 500 Growth ETF
VOOG
$21.9B
| $277M | 0.05% |
622,039
-7,577
|
|
||
349
Take-Two Interactive
TTWO
$38.7B
| $276M | 0.05% |
1,077,319
+123,044
|
|
||
350
Rivian
RIVN
$20.5B
| $275M | 0.05% |
13,939,881
-5,577,143
|
|