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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.2B |
| 2 |
Apple
AAPL
|
+$2.09B |
| 3 |
UBS Group
UBS
|
+$1.68B |
| 4 |
Microsoft
MSFT
|
+$1.34B |
| 5 |
Qualcomm
QCOM
|
+$1.25B |
Top Sells
Sector Composition
| 1 | Financials | 10.63% |
| 2 | Energy | 9.17% |
| 3 | Technology | 8.86% |
| 4 | Healthcare | 8.79% |
| 5 | Industrials | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CEQP
451
DELISTED
Crestwood Equity Partners LP
CEQP
| $47.1M | 0.03% |
+581,060
| New | +$47.1M |
|
452
iShare MSCI Eurozone ETF
EZU
$7.92B
| $46.8M | 0.03% |
+1,288,795
| New | +$46.8M |
|
453
Vanguard Mega Cap Growth ETF
MGK
$29.4B
| $46.8M | 0.03% |
+575,742
| New | +$46.8M |
|
|
RTN
454
DELISTED
Raytheon Company
RTN
| $46.4M | 0.03% |
+429,331
| New | +$46.4M |
|
455
Under Armour
UAA
$2.16B
| $46.4M | 0.03% |
+1,376,973
| New | +$46.4M |
|
456
Suncor Energy
SU
$49.7B
| $46.4M | 0.03% |
+1,459,120
| New | +$46.4M |
|
457
Salesforce
CRM
$240B
| $46.3M | 0.03% |
+780,112
| New | +$46.3M |
|
458
iShares MSCI Mexico ETF
EWW
$1.85B
| $46M | 0.03% |
+773,747
| New | +$46M |
|
459
Kayne Anderson Energy Infrastructure Fund
KYN
$2.07B
| $45.9M | 0.03% |
+1,203,479
| New | +$45.9M |
|
|
TWO
460
Two Harbors Investment
TWO
$1.07B
| $45.9M | 0.03% |
+573,124
| New | +$45.9M |
|
461
Ross Stores
ROST
$48.7B
| $45.9M | 0.03% |
+973,758
| New | +$45.9M |
|
462
NGL Energy Partners
NGL
$750M
| $45.6M | 0.03% |
+1,629,828
| New | +$45.6M |
|
463
FS KKR Capital
FSK
$5B
| $45.5M | 0.03% |
+1,145,247
| New | +$45.5M |
|
464
Illumina
ILMN
$15.1B
| $45.5M | 0.03% |
+253,343
| New | +$45.5M |
|
465
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.24B
| $45.2M | 0.03% |
+935,372
| New | +$45.2M |
|
466
KeyCorp
KEY
$20.9B
| $45.1M | 0.03% |
+3,245,812
| New | +$45.1M |
|
467
Marvell Technology
MRVL
$57.6B
| $44.9M | 0.03% |
+3,099,872
| New | +$44.9M |
|
|
HES
468
DELISTED
Hess
HES
| $44.7M | 0.03% |
+605,843
| New | +$44.7M |
|
|
GMCR
469
DELISTED
KEURIG GREEN MTN INC
GMCR
| $44.7M | 0.03% |
+337,780
| New | +$44.7M |
|
|
ALXN
470
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $44.6M | 0.03% |
+241,295
| New | +$44.6M |
|
471
Keurig Dr Pepper
KDP
$37.5B
| $44.5M | 0.03% |
+620,633
| New | +$44.5M |
|
472
Barron's 400 ETF
BFOR
$181M
| $44.5M | 0.03% |
+1,410,528
| New | +$44.5M |
|
473
Cencora
COR
$57.9B
| $44.3M | 0.03% |
+491,745
| New | +$44.3M |
|
474
Palo Alto Networks
PANW
$132B
| $44.2M | 0.03% |
+2,162,682
| New | +$44.2M |
|
475
LyondellBasell Industries
LYB
$17.5B
| $44M | 0.03% |
+554,806
| New | +$44M |
|