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 | +$1.26B | |
| 2 | +$745M | |
| 3 | +$725M | |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| 1 | +$1.87B | |
| 2 | +$1.41B | |
| 3 | +$1.16B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 8.16% |
| 4 | Industrials | 8.07% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Vulcan Materials
VMC
$34.4B
| $155M | 0.03% |
542,968
-27,399
|
|
||
577
iShares Core S&P Total US Stock Market ETF
ITOT
$79.5B
| $154M | 0.03% |
1,037,291
-23,115
|
|
||
578
iShares Biotechnology ETF
IBB
$7.91B
| $154M | 0.03% |
913,035
-178,014
|
|
||
579
Arch Capital
ACGL
$33.3B
| $154M | 0.03% |
1,602,412
-1,136,106
|
|
||
580
Seagate
STX
$90.5B
| $153M | 0.03% |
557,333
-385,556
|
|
||
581
GoDaddy
GDDY
$11.2B
| $153M | 0.03% |
1,235,188
-24,272
|
|
||
582
LPL Financial
LPLA
$24B
| $153M | 0.03% |
428,755
+92,627
|
|
||
583
Vanguard Russell 2000 ETF
VTWO
$13.8B
| $153M | 0.03% |
1,535,685
-63,147
|
|
||
584
VeriSign
VRSN
$22.1B
| $152M | 0.03% |
626,570
+411,728
|
|
||
585
Bilibili
BILI
$9.89B
| $152M | 0.03% |
6,180,399
-707,313
|
|
||
586
Constellation Brands
STZ
$26.4B
| $152M | 0.03% |
1,100,979
-224,593
|
|
||
587
iShares MSCI Japan ETF
EWJ
$19.2B
| $152M | 0.03% |
1,881,086
-64,379
|
|
||
588
Dimensional International Core Equity Market ETF
DFAI
$14.4B
| $152M | 0.03% |
3,984,535
+102,846
|
|
||
589
AeroVironment
AVAV
$10.4B
| $151M | 0.03% |
623,966
+318,991
|
|
||
590
Nu Holdings
NU
$71.3B
| $151M | 0.03% |
8,999,483
-62,444
|
|
||
591
Trip.com Group
TCOM
$33.5B
| $151M | 0.03% |
2,094,219
+69,092
|
|
||
|
FITB
592
Fifth Third Bancorp
FITB
$41.1B
| $150M | 0.03% |
3,207,956
+494,992
|
|
||
593
Carlyle Group
CG
$17.2B
| $150M | 0.03% |
2,536,538
-1,500,719
|
|
||
594
Capital Group International Focus Equity ETF
CGXU
$4.95B
| $150M | 0.03% |
5,061,926
+218,918
|
|
||
595
Toast
TOST
$16.2B
| $150M | 0.03% |
4,210,504
-284,283
|
|
||
596
First Citizens BancShares
FCNCA
$22.2B
| $149M | 0.03% |
69,551
+34,184
|
|
||
597
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.76B
| $149M | 0.03% |
1,053,146
-14,918
|
|
||
598
MSCI
MSCI
$40.3B
| $149M | 0.03% |
259,025
-100,646
|
|
||
599
Humana
HUM
$20.4B
| $148M | 0.03% |
578,391
+307,002
|
|
||
600
American Water Works
AWK
$26.5B
| $148M | 0.03% |
1,133,469
+150,441
|
|