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 | |
|---|---|---|---|---|---|---|
551
Avis
CAR
$5.29B
| $147M | 0.03% |
1,931,115
+1,767,075
|
|
||
552
DTE Energy
DTE
$29.5B
| $147M | 0.03% |
1,059,961
-39,536
|
|
||
553
Putnam Focused Large Cap Value ETF
PVAL
$4.5B
| $146M | 0.03% |
3,822,280
+919,620
|
|
||
554
iShares US Real Estate ETF
IYR
$3.76B
| $145M | 0.03% |
1,513,426
-372,417
|
|
||
555
MongoDB
MDB
$25.9B
| $145M | 0.03% |
825,579
+317,691
|
|
||
556
Humana
HUM
$33.1B
| $144M | 0.03% |
545,612
-121,965
|
|
||
557
Church & Dwight Co
CHD
$21.6B
| $144M | 0.03% |
1,309,406
+290,869
|
|
||
558
Atmos Energy
ATO
$28.3B
| $144M | 0.03% |
930,211
+239,469
|
|
||
559
Constellation Brands
STZ
$24.6B
| $142M | 0.03% |
773,288
-112,154
|
|
||
560
Schwab US TIPS ETF
SCHP
$14.4B
| $142M | 0.03% |
5,268,699
+1,831,313
|
|
||
561
Shopify
SHOP
$205B
| $142M | 0.03% |
1,483,356
-343,066
|
|
||
562
Lamb Weston
LW
$9.06B
| $141M | 0.03% |
2,646,864
-414,896
|
|
||
563
lululemon athletica
LULU
$19.9B
| $141M | 0.03% |
498,286
+45,670
|
|
||
564
ZTO Express
ZTO
$15.1B
| $141M | 0.03% |
7,106,435
-179,851
|
|
||
565
Nu Holdings
NU
$72.5B
| $140M | 0.03% |
13,694,481
-515,922
|
|
||
566
Post Holdings
POST
$5.75B
| $140M | 0.03% |
1,204,411
+684,249
|
|
||
567
Broadridge
BR
$26.7B
| $140M | 0.03% |
577,815
+161,835
|
|
||
568
Packaging Corp of America
PKG
$18.3B
| $140M | 0.03% |
706,737
+106,914
|
|
||
569
iShares Short Treasury Bond ETF
SHV
$20.7B
| $140M | 0.03% |
1,266,215
-36,536
|
|
||
570
HDFC Bank
HDB
$188B
| $140M | 0.03% |
2,104,138
-825,001
|
|
||
571
Flowserve
FLS
$6.61B
| $140M | 0.03% |
2,857,470
+778,350
|
|
||
572
Weyerhaeuser
WY
$17B
| $139M | 0.03% |
4,758,310
+1,746,581
|
|
||
573
iShares Russell 3000 ETF
IWV
$17.1B
| $139M | 0.03% |
438,331
-4,771
|
|
||
574
ResMed
RMD
$39.1B
| $139M | 0.03% |
621,463
+66,227
|
|
||
575
iShares Russell 2000 Growth ETF
IWO
$13.1B
| $139M | 0.03% |
543,925
+40,047
|
|