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 |
AMRZ
Amrize Ltd
AMRZ
|
$766M |
| 2 |
O'Reilly Automotive
ORLY
|
$607M |
| 3 |
Tesla
TSLA
|
$470M |
| 4 |
Suncor Energy
SU
|
$467M |
| 5 |
Accenture
ACN
|
$413M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56B |
| 2 |
Apple
AAPL
|
$1.35B |
| 3 |
UBS Group
UBS
|
$1.06B |
| 4 |
NVIDIA
NVDA
|
$827M |
| 5 |
Hewlett Packard
HPE
|
$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Deckers Outdoor
DECK
$18.4B
| $148M | 0.03% |
1,436,711
+446,047
| +45% | +$46M |
|
577
BP
BP
$89.1B
| $148M | 0.03% |
4,945,821
+3,049,401
| +161% | +$91.3M |
|
578
CarMax
KMX
$9.06B
| $148M | 0.03% |
2,198,171
-801,581
| -27% | -$53.9M |
|
579
Vanguard Russell 2000 ETF
VTWO
$12.5B
| $148M | 0.03% |
1,692,589
+180,854
| +12% | +$15.8M |
|
580
Amcor
AMCR
$19.4B
| $147M | 0.03% |
16,007,719
-17,465,103
| -52% | -$161M |
|
581
Casey's General Stores
CASY
$18.6B
| $146M | 0.03% |
285,944
+7,376
| +3% | +$3.76M |
|
582
Cincinnati Financial
CINF
$23.9B
| $145M | 0.03% |
973,628
-33,448
| -3% | -$4.98M |
|
583
CAVA Group
CAVA
$7.65B
| $145M | 0.03% |
1,721,236
+278,858
| +19% | +$23.5M |
|
584
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.02B
| $145M | 0.03% |
1,777,376
-22,475
| -1% | -$1.83M |
|
585
NetApp
NTAP
$23.2B
| $145M | 0.03% |
1,357,284
+48,744
| +4% | +$5.19M |
|
586
Global X Artificial Intelligence & Technology ETF
AIQ
$4.58B
| $144M | 0.03% |
3,304,892
+81,074
| +3% | +$3.54M |
|
587
Edwards Lifesciences
EW
$47.6B
| $144M | 0.02% |
1,836,495
-423,399
| -19% | -$33.1M |
|
588
Stride
LRN
$7B
| $144M | 0.02% |
989,270
+222,982
| +29% | +$32.4M |
|
589
Verisk Analytics
VRSK
$37.3B
| $143M | 0.02% |
460,503
-102,837
| -18% | -$32M |
|
590
Western Midstream Partners
WES
$14.7B
| $143M | 0.02% |
3,692,788
+429,328
| +13% | +$16.6M |
|
591
Icon
ICLR
$13.9B
| $142M | 0.02% |
979,192
+599,104
| +158% | +$87.1M |
|
592
LyondellBasell Industries
LYB
$17.5B
| $142M | 0.02% |
2,456,580
-386,458
| -14% | -$22.4M |
|
593
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $142M | 0.02% |
2,415,792
+607,671
| +34% | +$35.7M |
|
594
American Water Works
AWK
$27.4B
| $142M | 0.02% |
1,019,484
-239,128
| -19% | -$33.3M |
|
595
Expedia Group
EXPE
$26.1B
| $142M | 0.02% |
840,685
+134,336
| +19% | +$22.7M |
|
596
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.19B
| $141M | 0.02% |
1,061,907
-49,465
| -4% | -$6.58M |
|
597
iShares Russell 2000 Growth ETF
IWO
$12.3B
| $141M | 0.02% |
493,986
-49,939
| -9% | -$14.3M |
|
598
Regal Rexnord
RRX
$9.42B
| $141M | 0.02% |
973,436
+614,997
| +172% | +$89.1M |
|
599
Halliburton
HAL
$18.6B
| $140M | 0.02% |
6,891,471
+1,789,715
| +35% | +$36.5M |
|
600
Schwab US TIPS ETF
SCHP
$13.9B
| $140M | 0.02% |
5,261,115
-7,584
| -0.1% | -$202K |
|