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 | |
|---|---|---|---|---|---|---|
576
Argan
AGX
$9.5B
| $176M | 0.03% |
324,036
+171,315
|
|
||
577
iShares Select Dividend ETF
DVY
$22.4B
| $176M | 0.03% |
1,163,600
-26,265
|
|
||
578
Darling Ingredients
DAR
$10B
| $176M | 0.03% |
2,848,402
-2,242,221
|
|
||
579
WEC Energy
WEC
$36.4B
| $176M | 0.03% |
1,518,310
-183,582
|
|
||
580
CF Industries
CF
$17.7B
| $175M | 0.03% |
1,351,515
+445,509
|
|
||
581
Invesco NASDAQ 100 ETF
QQQM
$88B
| $175M | 0.03% |
735,529
-22,729
|
|
||
582
EQT Corp
EQT
$35B
| $175M | 0.03% |
2,746,150
+457,316
|
|
||
583
Toast
TOST
$14.5B
| $175M | 0.03% |
6,583,386
+2,372,882
|
|
||
584
Genuine Parts
GPC
$14.4B
| $174M | 0.03% |
1,647,853
+541,382
|
|
||
585
Domino's
DPZ
$10.8B
| $174M | 0.03% |
484,092
+240,584
|
|
||
586
Seadrill
SDRL
$3.02B
| $173M | 0.03% |
3,805,949
+830,504
|
|
||
587
Consolidated Edison
ED
$39.2B
| $173M | 0.03% |
1,527,501
+454,349
|
|
||
588
Liberty Media Series C
FWONK
$23.7B
| $173M | 0.03% |
2,030,854
+1,308,057
|
|
||
589
Kraft Heinz
KHC
$28.4B
| $172M | 0.03% |
7,661,714
-6,092,874
|
|
||
590
Constellation Brands
STZ
$25.5B
| $172M | 0.03% |
1,145,340
+44,361
|
|
||
591
Idexx Laboratories
IDXX
$44.2B
| $171M | 0.03% |
305,167
+20,215
|
|
||
592
KraneShares CSI China Internet ETF
KWEB
$6.64B
| $171M | 0.03% |
6,010,627
-4,884,507
|
|
||
|
FIG
593
Figma
FIG
$10.9B
| $170M | 0.03% |
8,052,958
+6,381,303
|
|
||
594
Veralto
VLTO
$21.3B
| $170M | 0.03% |
1,923,362
+355,372
|
|
||
595
iShares MSCI USA Momentum Factor ETF
MTUM
$25.7B
| $170M | 0.03% |
707,960
-65,593
|
|
||
596
Twilio
TWLO
$30.6B
| $169M | 0.03% |
1,343,812
-612,945
|
|
||
597
Keurig Dr Pepper
KDP
$39.2B
| $169M | 0.03% |
6,400,484
-725,947
|
|
||
598
Alerian MLP ETF
AMLP
$12.4B
| $168M | 0.03% |
3,195,287
+113,129
|
|
||
599
Novo Nordisk
NVO
$204B
| $168M | 0.03% |
4,565,708
-346,183
|
|
||
600
MP Materials
MP
$12B
| $168M | 0.03% |
3,474,972
+1,806,080
|
|