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 | +$4.47B | |
| 2 | +$2.93B | |
| 3 | +$2.75B | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| 1 | +$1.44B | |
| 2 | +$919M | |
| 3 | +$851M | |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| 1 | Technology | 20.06% |
| 2 | Financials | 9.93% |
| 3 | Industrials | 8.38% |
| 4 | Healthcare | 7.46% |
| 5 | Consumer Discretionary | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.3B
| $260M | 0.05% |
2,345,173
+237,616
|
|
||
402
Cloudflare
NET
$69.3B
| $260M | 0.05% |
1,258,398
+375,491
|
|
||
403
Putnam Focused Large Cap Value ETF
PVAL
$10.1B
| $259M | 0.05% |
5,591,372
+553,938
|
|
||
404
iShares Russell Mid-Cap Value ETF
IWS
$15B
| $259M | 0.05% |
1,778,173
+138,231
|
|
||
405
Bloom Energy
BE
$74.2B
| $258M | 0.05% |
1,906,671
-777,587
|
|
||
406
Ares Capital
ARCC
$13.6B
| $258M | 0.05% |
14,316,545
+3,114,640
|
|
||
407
BlackRock Flexible Income ETF
BINC
$16.9B
| $258M | 0.05% |
4,966,240
+540,465
|
|
||
408
Moody's
MCO
$78.8B
| $257M | 0.05% |
588,848
+174,820
|
|
||
409
Xcel Energy
XEL
$49.6B
| $257M | 0.05% |
3,232,677
+862,584
|
|
||
410
WisdomTree Floating Rate Treasury Fund
USFR
$17B
| $256M | 0.05% |
5,091,228
-542,477
|
|
||
411
Pinduoduo
PDD
$141B
| $256M | 0.05% |
2,501,539
-1,646,651
|
|
||
412
MetLife
MET
$50.2B
| $255M | 0.05% |
3,605,168
+1,140,426
|
|
||
413
PayPal
PYPL
$40B
| $255M | 0.05% |
5,636,577
-1,135,114
|
|
||
414
Vanguard S&P 500 Growth ETF
VOOG
$4.16B
| $254M | 0.05% |
3,733,824
+1,590
|
|
||
415
Arm
ARM
$227B
| $254M | 0.05% |
1,677,045
-149
|
|
||
416
Carrier Global
CARR
$55.5B
| $252M | 0.04% |
4,479,077
+2,272,892
|
|
||
417
American Electric Power
AEP
$70.8B
| $252M | 0.04% |
1,922,999
-324,941
|
|
||
418
Ciena
CIEN
$77.5B
| $252M | 0.04% |
648,209
+107,631
|
|
||
419
Enbridge
ENB
$117B
| $251M | 0.04% |
4,627,420
-1,599,495
|
|
||
420
Vanguard Mega Cap Value ETF
MGV
$12B
| $250M | 0.04% |
1,726,345
-73,057
|
|
||
421
On Holding
ONON
$11.7B
| $250M | 0.04% |
7,354,877
+3,684,783
|
|
||
422
Apellis Pharmaceuticals
APLS
$5.25B
| $250M | 0.04% |
6,206,681
+2,020,459
|
|
||
423
Agnico Eagle Mines
AEM
$96.6B
| $249M | 0.04% |
1,225,455
+117,586
|
|
||
424
Kroger
KR
$40.2B
| $249M | 0.04% |
3,437,171
+381,481
|
|
||
425
Fortinet
FTNT
$83.5B
| $248M | 0.04% |
3,038,555
+83,140
|
|