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 | +$1.56B | |
| 2 | +$585M | |
| 3 | +$582M | |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 | +$660M | |
| 2 | +$549M | |
| 3 | +$513M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Agnico Eagle Mines
AEM
$93.2B
| $175M | 0.03% |
1,614,122
+140,489
|
|
||
477
First Trust Preferred Securities and Income ETF
FPE
$6.27B
| $175M | 0.03% |
9,934,995
+409,121
|
|
||
478
AGCO
AGCO
$8.13B
| $175M | 0.03% |
1,887,050
+182,895
|
|
||
479
PG&E
PCG
$36.3B
| $173M | 0.03% |
10,094,359
+462,696
|
|
||
480
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
| $173M | 0.03% |
2,079,280
-111,353
|
|
||
481
iShares Core High Dividend ETF
HDV
$11.7B
| $173M | 0.03% |
1,426,773
-107,100
|
|
||
|
X
482
DELISTED
US Steel
X
| $173M | 0.03% |
4,086,098
+761,293
|
|
||
|
JNPR
483
DELISTED
Juniper Networks
JNPR
| $173M | 0.03% |
4,770,777
+1,883,904
|
|
||
484
Live Nation Entertainment
LYV
$35.2B
| $172M | 0.03% |
1,316,111
+564,588
|
|
||
485
Extra Space Storage
EXR
$32.3B
| $171M | 0.03% |
1,153,220
+633,711
|
|
||
486
Vanguard Russell 1000 ETF
VONE
$6.86B
| $171M | 0.03% |
673,626
+68,803
|
|
||
487
CBRE Group
CBRE
$46.2B
| $171M | 0.03% |
1,307,421
+455,111
|
|
||
488
Axon Enterprise
AXON
$51.2B
| $171M | 0.03% |
324,761
-32,880
|
|
||
489
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.39B
| $171M | 0.03% |
3,368,485
+165,190
|
|
||
490
TKO Group
TKO
$15.4B
| $171M | 0.03% |
1,116,995
-43,101
|
|
||
491
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
| $170M | 0.03% |
1,693,588
+666,950
|
|
||
492
Sea Limited
SE
$96.3B
| $170M | 0.03% |
1,300,214
+56,275
|
|
||
493
DraftKings
DKNG
$17.5B
| $169M | 0.03% |
5,098,522
+2,286,044
|
|
||
494
Ingersoll Rand
IR
$30.1B
| $169M | 0.03% |
2,114,587
-1,002,147
|
|
||
495
iShares MSCI EAFE Value ETF
EFV
$27.4B
| $168M | 0.03% |
2,851,368
-56,238
|
|
||
496
SoFi Technologies
SOFI
$31.9B
| $168M | 0.03% |
14,429,797
+1,890,805
|
|
||
497
Verisk Analytics
VRSK
$32B
| $168M | 0.03% |
563,340
+31,310
|
|
||
498
PPG Industries
PPG
$22.8B
| $167M | 0.03% |
1,529,466
-124,872
|
|
||
499
Baxter International
BAX
$11.8B
| $167M | 0.03% |
4,872,773
+799,498
|
|
||
500
Fifth Third Bancorp
FITB
$26.4B
| $167M | 0.03% |
4,247,855
+1,089,612
|
|