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 | |
|---|---|---|---|---|---|---|
451
Baidu
BIDU
$48B
| $237M | 0.04% |
2,124,299
+695,050
|
|
||
452
APA Corp
APA
$12.6B
| $237M | 0.04% |
5,576,435
+707,152
|
|
||
453
SAP
SAP
$203B
| $236M | 0.04% |
1,378,513
+1,054,165
|
|
||
454
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.16B
| $236M | 0.04% |
4,736,195
+124,555
|
|
||
455
Procore
PCOR
$8.04B
| $234M | 0.04% |
4,100,923
+3,664,955
|
|
||
456
Dominion Energy
D
$54.4B
| $233M | 0.04% |
3,766,590
+56,112
|
|
||
457
Vanguard Small-Cap Growth ETF
VBK
$22.9B
| $233M | 0.04% |
769,517
+42,640
|
|
||
458
Delta Air Lines
DAL
$48.2B
| $232M | 0.04% |
3,491,538
+692,401
|
|
||
459
Regeneron Pharmaceuticals
REGN
$74.9B
| $232M | 0.04% |
299,979
+28,821
|
|
||
460
Expedia Group
EXPE
$27.6B
| $232M | 0.04% |
1,003,769
+217,521
|
|
||
461
AGNC Investment
AGNC
$12.5B
| $232M | 0.04% |
23,093,117
+13,436,786
|
|
||
462
Hilton Worldwide
HLT
$72.1B
| $231M | 0.04% |
761,054
-91,592
|
|
||
463
Stellantis
STLA
$22.4B
| $231M | 0.04% |
32,607,358
+3,075,189
|
|
||
|
FOLD
464
DELISTED
Amicus Therapeutics
FOLD
| $231M | 0.04% |
15,957,913
+10,064,625
|
|
||
465
Vanguard Financials ETF
VFH
$12.8B
| $230M | 0.04% |
1,906,091
+176,235
|
|
||
466
Take-Two Interactive
TTWO
$40.8B
| $230M | 0.04% |
1,164,345
+87,026
|
|
||
467
SharkNinja
SN
$15.8B
| $229M | 0.04% |
2,166,639
+106,740
|
|
||
468
Dimensional Emerging Core Equity Market ETF
DFAE
$9.54B
| $229M | 0.04% |
6,760,200
+339,233
|
|
||
469
Hershey
HSY
$37.7B
| $228M | 0.04% |
1,097,206
-239,072
|
|
||
470
LyondellBasell Industries
LYB
$23.2B
| $228M | 0.04% |
2,828,696
+1,397,198
|
|
||
471
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.3B
| $227M | 0.04% |
3,838,500
+2,379,080
|
|
||
472
Tradeweb Markets
TW
$23.2B
| $227M | 0.04% |
1,928,700
+983,286
|
|
||
473
Texas Pacific Land
TPL
$27.2B
| $225M | 0.04% |
473,607
+17,573
|
|
||
474
Moderna
MRNA
$21.6B
| $224M | 0.04% |
4,407,907
+321,141
|
|
||
475
American Airlines Group
AAL
$8.83B
| $224M | 0.04% |
20,825,755
+8,106,412
|
|