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 | |
|---|---|---|---|---|---|---|
526
Public Service Enterprise Group
PEG
$42.3B
| $156M | 0.03% |
1,897,953
-496,507
|
|
||
527
Match Group
MTCH
$7.8B
| $156M | 0.03% |
4,997,127
-1,886,812
|
|
||
528
Vanguard Energy ETF
VDE
$7.04B
| $156M | 0.03% |
1,201,763
-163,474
|
|
||
529
Veeva Systems
VEEV
$46.5B
| $156M | 0.03% |
672,821
+270,015
|
|
||
530
Brown & Brown
BRO
$29B
| $155M | 0.03% |
1,244,253
-152,856
|
|
||
531
GoDaddy
GDDY
$17.8B
| $155M | 0.03% |
857,948
+73,082
|
|
||
532
XPeng
XPEV
$20.2B
| $154M | 0.03% |
7,423,836
-1,959,632
|
|
||
533
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
| $154M | 0.03% |
2,203,429
+43,170
|
|
||
534
Markel Group
MKL
$23.9B
| $153M | 0.03% |
82,079
-28,977
|
|
||
535
FTAI Aviation
FTAI
$17.1B
| $153M | 0.03% |
1,375,255
+541,529
|
|
||
536
Veralto
VLTO
$25.5B
| $152M | 0.03% |
1,563,373
+221,039
|
|
||
537
ASE Group
ASX
$27.7B
| $152M | 0.03% |
17,367,016
+3,282,448
|
|
||
538
Frontier Communications
FYBR
$9.39B
| $152M | 0.03% |
4,230,441
+3,884,972
|
|
||
539
Stanley Black & Decker
SWK
$10.5B
| $151M | 0.03% |
1,961,640
-72,062
|
|
||
540
J.M. Smucker
SJM
$11.2B
| $151M | 0.03% |
1,271,729
+348,200
|
|
||
541
iShares Select Dividend ETF
DVY
$20.6B
| $151M | 0.03% |
1,121,217
+8,861
|
|
||
542
Aecom
ACM
$17.3B
| $150M | 0.03% |
1,620,674
+617,833
|
|
||
543
Fox Class B
FOX
$23.1B
| $150M | 0.03% |
2,847,872
-522,917
|
|
||
544
Gartner
IT
$17.9B
| $150M | 0.03% |
356,587
+143,231
|
|
||
545
iShares Core S&P US Value ETF
IUSV
$22.4B
| $149M | 0.03% |
1,619,517
-22,667
|
|
||
546
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.4B
| $149M | 0.03% |
3,397,423
+99,289
|
|
||
547
Cincinnati Financial
CINF
$23.9B
| $149M | 0.03% |
1,007,076
+211,342
|
|
||
548
Equifax
EFX
$28B
| $148M | 0.03% |
609,282
+147,648
|
|
||
549
Haleon
HLN
$42.2B
| $148M | 0.03% |
14,360,899
+7,632,013
|
|
||
550
Vanguard Real Estate ETF
VNQ
$34.1B
| $147M | 0.03% |
1,624,503
-272,541
|
|