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 | |
|---|---|---|---|---|---|---|
526
Occidental Petroleum
OXY
$52.7B
| $198M | 0.04% |
3,049,186
-1,287,064
|
|
||
527
Prudential Financial
PRU
$35B
| $198M | 0.04% |
2,023,799
+127,575
|
|
||
528
American International
AIG
$40.5B
| $197M | 0.04% |
2,618,354
+607,537
|
|
||
529
LPL Financial
LPLA
$24.3B
| $197M | 0.03% |
653,883
+225,128
|
|
||
530
Webster Financial
WBS
$11.8B
| $196M | 0.03% |
2,829,670
+2,224,091
|
|
||
531
Reddit
RDDT
$30B
| $196M | 0.03% |
1,458,823
+219,247
|
|
||
532
Dollar Tree
DLTR
$18.4B
| $196M | 0.03% |
1,788,938
+321,463
|
|
||
533
Plains All American Pipeline
PAA
$15.3B
| $196M | 0.03% |
8,768,404
+989,751
|
|
||
534
Wabtec
WAB
$45.1B
| $195M | 0.03% |
781,091
-245,139
|
|
||
535
Snap-on
SNA
$19.4B
| $194M | 0.03% |
534,734
-82,886
|
|
||
536
Atlassian
TEAM
$23.2B
| $194M | 0.03% |
2,845,312
+2,025,530
|
|
||
537
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$37.9B
| $194M | 0.03% |
3,490,754
+67,129
|
|
||
538
iShares MSCI Intl Quality Factor ETF
IQLT
$13.1B
| $194M | 0.03% |
4,191,576
+292,153
|
|
||
539
FTAI Aviation
FTAI
$27.7B
| $192M | 0.03% |
783,006
+603,784
|
|
||
540
ITT
ITT
$18.4B
| $191M | 0.03% |
1,004,975
+624,335
|
|
||
541
Knife River
KNF
$5.13B
| $191M | 0.03% |
2,341,397
+2,173,411
|
|
||
542
iShare MSCI Eurozone ETF
EZU
$9.69B
| $191M | 0.03% |
3,048,786
+1,782,474
|
|
||
543
Waters Corp
WAT
$34.9B
| $191M | 0.03% |
640,339
+284,384
|
|
||
544
M&T Bank
MTB
$31.1B
| $190M | 0.03% |
921,146
-145,604
|
|
||
545
Albemarle
ALB
$24B
| $190M | 0.03% |
1,056,699
+88,812
|
|
||
546
Darden Restaurants
DRI
$22.5B
| $189M | 0.03% |
964,757
+189,174
|
|
||
547
Nextpower Inc
NXT
$18.7B
| $189M | 0.03% |
1,567,581
+202,489
|
|
||
548
W.W. Grainger
GWW
$58.2B
| $189M | 0.03% |
173,165
-7,825
|
|
||
549
Global X Artificial Intelligence & Technology ETF
AIQ
$9.66B
| $187M | 0.03% |
4,002,646
+29,739
|
|
||
550
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.91B
| $186M | 0.03% |
9,797,349
+794,651
|
|