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 | +$1.08B | |
| 2 | +$643M | |
| 3 | +$588M | |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| 1 | +$1.51B | |
| 2 | +$1.13B | |
| 3 | +$976M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| 1 | Technology | 22.2% |
| 2 | Financials | 11.45% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.01% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Ingersoll Rand
IR
$31.9B
| $299M | 0.06% |
3,625,020
+765,041
|
|
||
327
D-Wave Quantum
QBTS
$5.82B
| $299M | 0.06% |
12,089,703
+10,205,427
|
|
||
328
Spotify
SPOT
$97.7B
| $298M | 0.06% |
426,737
-312,720
|
|
||
329
Enbridge
ENB
$117B
| $296M | 0.06% |
5,856,428
+230,045
|
|
||
330
Cadence Design Systems
CDNS
$78.3B
| $292M | 0.06% |
832,692
+68,475
|
|
||
331
Arm
ARM
$141B
| $292M | 0.06% |
2,062,762
-1,229,572
|
|
||
332
Twilio
TWLO
$18.8B
| $290M | 0.06% |
2,899,628
+933,887
|
|
||
333
Match Group
MTCH
$7.23B
| $289M | 0.06% |
8,179,070
+1,048,239
|
|
||
334
Pacer US Cash Cows 100 ETF
COWZ
$18B
| $288M | 0.06% |
5,013,003
-1,190,668
|
|
||
335
Teradyne
TER
$45.5B
| $288M | 0.06% |
2,090,509
+533,287
|
|
||
336
CSX Corp
CSX
$71B
| $287M | 0.06% |
8,090,632
+995,579
|
|
||
337
Flutter Entertainment
FLUT
$18.4B
| $287M | 0.06% |
1,130,941
-272,986
|
|
||
338
Rivian
RIVN
$18.5B
| $287M | 0.06% |
19,517,024
+500,164
|
|
||
339
Cintas
CTAS
$71.7B
| $286M | 0.06% |
1,394,526
-277,804
|
|
||
340
NXP Semiconductors
NXPI
$48.4B
| $285M | 0.06% |
1,252,968
-298,086
|
|
||
341
Darling Ingredients
DAR
$8.75B
| $283M | 0.06% |
9,173,118
+4,804,193
|
|
||
|
OKLO
342
Oklo
OKLO
$9.37B
| $282M | 0.06% |
2,523,487
+1,098,263
|
|
||
343
Vanguard Total International Stock ETF
VXUS
$130B
| $280M | 0.05% |
3,815,257
+95,871
|
|
||
344
American Airlines Group
AAL
$6.89B
| $280M | 0.05% |
24,900,209
+62,118
|
|
||
345
Vanguard FTSE Europe ETF
VGK
$28.7B
| $280M | 0.05% |
3,505,788
+13,791
|
|
||
346
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.7B
| $279M | 0.05% |
2,154,324
+110,590
|
|
||
347
KKR & Co
KKR
$80.2B
| $279M | 0.05% |
2,147,471
-103,921
|
|
||
348
Fortinet
FTNT
$60.2B
| $279M | 0.05% |
3,318,991
+62,561
|
|
||
349
Vanguard Short-Term Bond ETF
BSV
$43.6B
| $278M | 0.05% |
3,526,845
+18,785
|
|
||
350
Bank of Montreal
BMO
$94.3B
| $277M | 0.05% |
2,127,377
+1,294,169
|
|