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 | +$766M | |
| 2 | +$470M | |
| 3 | +$467M | |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 | +$1.56B | |
| 2 | +$1.35B | |
| 3 | +$1.06B | |
| 4 |
NVIDIA
NVDA
|
+$827M |
| 5 |
Hewlett Packard
HPE
|
+$721M |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Deckers Outdoor
DECK
$15B
| $148M | 0.03% |
1,436,711
+446,047
|
|
||
577
BP
BP
$87.8B
| $148M | 0.03% |
4,945,821
+3,049,401
|
|
||
578
CarMax
KMX
$5.57B
| $148M | 0.03% |
2,198,171
-801,581
|
|
||
579
Vanguard Russell 2000 ETF
VTWO
$13.8B
| $148M | 0.03% |
1,692,589
+180,854
|
|
||
580
Amcor
AMCR
$19.2B
| $147M | 0.03% |
16,007,719
-17,465,103
|
|
||
581
Casey's General Stores
CASY
$21.1B
| $146M | 0.03% |
285,944
+7,376
|
|
||
582
Cincinnati Financial
CINF
$25.7B
| $145M | 0.03% |
973,628
-33,448
|
|
||
583
CAVA Group
CAVA
$6.98B
| $145M | 0.03% |
1,721,236
+278,858
|
|
||
584
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.62B
| $145M | 0.03% |
1,777,376
-22,475
|
|
||
585
NetApp
NTAP
$21.9B
| $145M | 0.03% |
1,357,284
+48,744
|
|
||
586
Global X Artificial Intelligence & Technology ETF
AIQ
$7.39B
| $144M | 0.03% |
3,304,892
+81,074
|
|
||
587
Edwards Lifesciences
EW
$50.4B
| $144M | 0.02% |
1,836,495
-423,399
|
|
||
588
Stride
LRN
$2.9B
| $144M | 0.02% |
989,270
+222,982
|
|
||
589
Verisk Analytics
VRSK
$30.7B
| $143M | 0.02% |
460,503
-102,837
|
|
||
590
Western Midstream Partners
WES
$16B
| $143M | 0.02% |
3,692,788
+429,328
|
|
||
591
Icon
ICLR
$13.9B
| $142M | 0.02% |
979,192
+599,104
|
|
||
592
LyondellBasell Industries
LYB
$13.9B
| $142M | 0.02% |
2,456,580
-386,458
|
|
||
593
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
| $142M | 0.02% |
2,415,792
+607,671
|
|
||
594
American Water Works
AWK
$25.5B
| $142M | 0.02% |
1,019,484
-239,128
|
|
||
595
Expedia Group
EXPE
$35.2B
| $142M | 0.02% |
840,685
+134,336
|
|
||
596
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.43B
| $141M | 0.02% |
1,061,907
-49,465
|
|
||
597
iShares Russell 2000 Growth ETF
IWO
$13.4B
| $141M | 0.02% |
493,986
-49,939
|
|
||
598
Regal Rexnord
RRX
$9.64B
| $141M | 0.02% |
973,436
+614,997
|
|
||
599
Halliburton
HAL
$23.7B
| $140M | 0.02% |
6,891,471
+1,789,715
|
|
||
600
Schwab US TIPS ETF
SCHP
$14.6B
| $140M | 0.02% |
5,261,115
-7,584
|
|