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 |
NVIDIA
NVDA
|
+$1.37B |
| 2 |
Apple
AAPL
|
+$1.22B |
| 3 |
Microsoft
MSFT
|
+$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$885M |
| 5 |
Nike
NKE
|
+$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$263M |
| 5 |
NRG Energy
NRG
|
+$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.99B
| $156M | 0.04% |
4,662,418
+820,217
| +21% | +$27.4M |
|
352
iShares Russell 2000 Value ETF
IWN
$11.9B
| $155M | 0.04% |
1,017,823
-50,356
| -5% | -$7.67M |
|
353
Edwards Lifesciences
EW
$47.1B
| $153M | 0.04% |
1,657,890
+235,704
| +17% | +$21.8M |
|
354
VanEck Junior Gold Miners ETF
GDXJ
$7.13B
| $153M | 0.04% |
3,623,716
+1,162,337
| +47% | +$49M |
|
355
SPDR Gold MiniShares Trust
GLDM
$17.9B
| $151M | 0.04% |
3,285,453
+135,337
| +4% | +$6.24M |
|
356
Prudential Financial
PRU
$37.2B
| $151M | 0.04% |
1,285,380
-42,538
| -3% | -$4.99M |
|
357
lululemon athletica
LULU
$19.9B
| $151M | 0.04% |
503,900
+167,790
| +50% | +$50.1M |
|
358
Devon Energy
DVN
$21.9B
| $150M | 0.04% |
3,170,531
+547,842
| +21% | +$26M |
|
359
Cognizant
CTSH
$34.8B
| $148M | 0.04% |
2,183,006
+288,427
| +15% | +$19.6M |
|
360
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $148M | 0.04% |
1,417,604
-52,103
| -4% | -$5.45M |
|
361
Plains All American Pipeline
PAA
$12.1B
| $148M | 0.04% |
8,293,204
+593,831
| +8% | +$10.6M |
|
362
Palantir
PLTR
$370B
| $148M | 0.04% |
5,842,464
+1,355,663
| +30% | +$34.3M |
|
363
Vanguard Russell 1000 ETF
VONE
$6.7B
| $148M | 0.04% |
601,307
+35,822
| +6% | +$8.81M |
|
364
Novartis
NVS
$249B
| $147M | 0.04% |
1,383,046
-163,692
| -11% | -$17.4M |
|
365
Becton Dickinson
BDX
$54.9B
| $147M | 0.04% |
629,941
-17,135
| -3% | -$4M |
|
366
Aptiv
APTV
$17.9B
| $147M | 0.04% |
2,089,549
+582,354
| +39% | +$41M |
|
367
KKR & Co
KKR
$124B
| $147M | 0.04% |
1,392,804
+579,202
| +71% | +$61M |
|
368
Vanguard Real Estate ETF
VNQ
$34.5B
| $147M | 0.04% |
1,749,962
+123,131
| +8% | +$10.3M |
|
369
iShares MSCI ACWI ex US ETF
ACWX
$6.73B
| $146M | 0.04% |
2,750,763
+65,173
| +2% | +$3.46M |
|
370
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.29B
| $145M | 0.04% |
1,132,621
+15,299
| +1% | +$1.96M |
|
371
Cummins
CMI
$54.8B
| $144M | 0.04% |
521,665
-300,747
| -37% | -$83.3M |
|
372
ICICI Bank
IBN
$114B
| $144M | 0.04% |
5,013,413
-83,731
| -2% | -$2.41M |
|
373
iShares Core S&P US Value ETF
IUSV
$22B
| $144M | 0.04% |
1,635,401
-19,206
| -1% | -$1.69M |
|
374
Digital Realty Trust
DLR
$55B
| $143M | 0.04% |
940,561
+123,169
| +15% | +$18.7M |
|
375
Simon Property Group
SPG
$59.6B
| $143M | 0.04% |
942,005
-92,318
| -9% | -$14M |
|