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 | |
|---|---|---|---|---|---|---|
601
iShares Russell 3000 ETF
IWV
$17.2B
| $148M | 0.03% |
382,081
-14,683
|
|
||
602
Deckers Outdoor
DECK
$14.5B
| $148M | 0.03% |
1,425,636
+765,638
|
|
||
603
Vanguard Short-Term Treasury ETF
VGSH
$27.8B
| $148M | 0.03% |
2,515,363
+167,017
|
|
||
604
Hims & Hers Health
HIMS
$5.12B
| $148M | 0.03% |
4,549,084
+1,685,054
|
|
||
605
Imperial Oil
IMO
$61.2B
| $148M | 0.03% |
1,709,910
+303,286
|
|
||
606
TechnipFMC
FTI
$27.2B
| $147M | 0.03% |
3,290,658
+555,441
|
|
||
607
Mettler-Toledo International
MTD
$25.1B
| $147M | 0.03% |
105,135
-39,767
|
|
||
608
Baker Hughes
BKR
$61.8B
| $146M | 0.03% |
3,208,642
+41,075
|
|
||
609
iShares Russell 2000 Value ETF
IWN
$12.4B
| $146M | 0.03% |
805,863
-33,708
|
|
||
610
Martin Marietta Materials
MLM
$34.8B
| $146M | 0.03% |
234,329
-98,565
|
|
||
611
Manulife Financial
MFC
$57.6B
| $146M | 0.03% |
4,016,230
+363,963
|
|
||
612
ASE Group
ASX
$47.4B
| $146M | 0.03% |
9,038,322
+922,692
|
|
||
613
Woodward
WWD
$21.6B
| $145M | 0.03% |
480,031
+102,066
|
|
||
614
Alerian MLP ETF
AMLP
$12.2B
| $145M | 0.03% |
3,082,158
-147,843
|
|
||
615
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| $145M | 0.03% |
1,856,741
+109,350
|
|
||
616
Royal Bank of Canada
RY
$226B
| $144M | 0.03% |
846,903
-25,885
|
|
||
617
Cooper Companies
COO
$13.7B
| $144M | 0.03% |
1,760,530
-899,580
|
|
||
618
Jack Henry & Associates
JKHY
$11.8B
| $144M | 0.03% |
790,064
-56,938
|
|
||
619
Schwab US TIPS ETF
SCHP
$15.7B
| $144M | 0.03% |
5,441,011
+104,577
|
|
||
620
Crown Holdings
CCK
$11.4B
| $144M | 0.03% |
1,394,356
+297,208
|
|
||
621
Comfort Systems
FIX
$49.5B
| $143M | 0.03% |
153,734
+26,605
|
|
||
622
BridgeBio Pharma
BBIO
$13.5B
| $143M | 0.03% |
1,875,665
-710,757
|
|
||
623
Darden Restaurants
DRI
$22.6B
| $143M | 0.03% |
775,583
-137,127
|
|
||
624
Roper Technologies
ROP
$36.4B
| $142M | 0.03% |
320,054
-163,049
|
|
||
625
CoStar Group
CSGP
$18B
| $142M | 0.03% |
2,111,290
-2,496,647
|
|