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 | |
|---|---|---|---|---|---|---|
451
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.7B
| $192M | 0.03% |
3,740,904
-2,665,974
| -42% | -$137M |
|
452
General Motors
GM
$55.8B
| $192M | 0.03% |
3,910,173
-259,738
| -6% | -$12.8M |
|
453
Interpublic Group of Companies
IPG
$9.83B
| $192M | 0.03% |
7,854,808
+1,389,784
| +21% | +$34M |
|
454
Huntington Bancshares
HBAN
$26B
| $192M | 0.03% |
11,464,212
-2,772,054
| -19% | -$46.5M |
|
455
W.R. Berkley
WRB
$27.2B
| $192M | 0.03% |
2,614,241
+4,571
| +0.2% | +$336K |
|
456
Darden Restaurants
DRI
$24.1B
| $191M | 0.03% |
877,801
+10,839
| +1% | +$2.36M |
|
457
DTE Energy
DTE
$28.4B
| $191M | 0.03% |
1,443,377
+383,416
| +36% | +$50.8M |
|
458
Plains All American Pipeline
PAA
$12.7B
| $191M | 0.03% |
10,405,116
+2,241,021
| +27% | +$41.1M |
|
459
Consolidated Edison
ED
$35.4B
| $191M | 0.03% |
1,898,366
-367,084
| -16% | -$36.8M |
|
460
Ametek
AME
$42.7B
| $190M | 0.03% |
1,051,234
-276,619
| -21% | -$50.1M |
|
461
iShares Core S&P US Growth ETF
IUSG
$24.4B
| $190M | 0.03% |
1,262,661
-7,787
| -0.6% | -$1.17M |
|
462
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
| $190M | 0.03% |
788,870
+7,802
| +1% | +$1.87M |
|
463
Public Service Enterprise Group
PEG
$41.1B
| $189M | 0.03% |
2,242,532
+344,579
| +18% | +$29M |
|
464
Simon Property Group
SPG
$59B
| $187M | 0.03% |
1,162,795
-58,167
| -5% | -$9.35M |
|
465
Carlyle Group
CG
$23.4B
| $187M | 0.03% |
3,629,764
-1,140,192
| -24% | -$58.6M |
|
466
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.07B
| $186M | 0.03% |
2,048,251
-31,029
| -1% | -$2.82M |
|
467
iShares Biotechnology ETF
IBB
$5.6B
| $186M | 0.03% |
1,467,367
+52,237
| +4% | +$6.61M |
|
468
iShares MSCI EAFE Value ETF
EFV
$27.8B
| $186M | 0.03% |
2,922,647
+71,279
| +2% | +$4.52M |
|
469
Ares Management
ARES
$39.3B
| $185M | 0.03% |
1,070,704
+137,508
| +15% | +$23.8M |
|
470
Dow Inc
DOW
$17.5B
| $185M | 0.03% |
6,986,597
-473,871
| -6% | -$12.5M |
|
471
Iron Mountain
IRM
$27.3B
| $185M | 0.03% |
1,800,227
+654,941
| +57% | +$67.2M |
|
472
Devon Energy
DVN
$22.9B
| $184M | 0.03% |
5,793,357
-564,431
| -9% | -$18M |
|
473
Frontier Communications
FYBR
$9.28B
| $184M | 0.03% |
5,061,380
+830,939
| +20% | +$30.2M |
|
474
Dover
DOV
$24.5B
| $184M | 0.03% |
1,003,554
+217,569
| +28% | +$39.9M |
|
475
Veeva Systems
VEEV
$44B
| $184M | 0.03% |
637,816
-35,005
| -5% | -$10.1M |
|