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 | +$1.12B | |
| 2 | +$679M | |
| 3 | +$574M | |
| 4 |
Medtronic
MDT
|
+$523M |
| 5 |
Workday
WDAY
|
+$518M |
Top Sells
| 1 | +$1.62B | |
| 2 | +$1.44B | |
| 3 | +$1.1B | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$835M |
| 5 |
Chevron
CVX
|
+$690M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 11.4% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
| $145M | 0.02% |
7,430,302
-565,973
|
|
||
627
Nu Holdings
NU
$81.9B
| $145M | 0.02% |
9,061,927
-7,626,198
|
|
||
628
HP
HPQ
$22.7B
| $144M | 0.02% |
5,299,651
-420,681
|
|
||
629
Schwab US TIPS ETF
SCHP
$14.6B
| $144M | 0.02% |
5,336,434
+75,319
|
|
||
630
Texas Roadhouse
TXRH
$11.1B
| $144M | 0.02% |
864,945
+458,561
|
|
||
631
nVent Electric
NVT
$16.4B
| $144M | 0.02% |
1,455,909
-1,033,833
|
|
||
632
DraftKings
DKNG
$17.7B
| $144M | 0.02% |
3,839,727
+1,075,921
|
|
||
633
Capital Group International Focus Equity ETF
CGXU
$4.35B
| $143M | 0.02% |
4,843,008
-314,833
|
|
||
634
Plains All American Pipeline
PAA
$12.5B
| $143M | 0.02% |
8,396,752
-2,008,364
|
|
||
|
CRCL
635
Circle Internet Group
CRCL
$19.7B
| $143M | 0.02% |
1,079,875
+338,407
|
|
||
636
Zebra Technologies
ZBRA
$13.6B
| $143M | 0.02% |
481,169
+89,425
|
|
||
637
Illumina
ILMN
$20.6B
| $142M | 0.02% |
1,494,976
+88,282
|
|
||
638
Lyft
LYFT
$8.13B
| $142M | 0.02% |
6,435,886
+1,375,941
|
|
||
639
AvalonBay Communities
AVB
$25B
| $142M | 0.02% |
732,814
+218,789
|
|
||
640
Cboe Global Markets
CBOE
$26.5B
| $141M | 0.02% |
575,865
+66,134
|
|
||
641
Dimensional International Core Equity Market ETF
DFAI
$12.5B
| $141M | 0.02% |
3,881,689
+570,297
|
|
||
642
iShares Core Universal USD Bond ETF
IUSB
$33.7B
| $141M | 0.02% |
3,010,783
+260,096
|
|
||
643
Brown & Brown
BRO
$27.9B
| $140M | 0.02% |
1,496,107
+603,908
|
|
||
644
Northern Trust
NTRS
$26.2B
| $140M | 0.02% |
1,042,431
-17,337
|
|
||
645
Veralto
VLTO
$24.5B
| $140M | 0.02% |
1,315,516
+61,302
|
|
||
646
Extra Space Storage
EXR
$28.5B
| $140M | 0.02% |
995,053
-239,876
|
|
||
647
Credo Technology Group
CRDO
$26B
| $139M | 0.02% |
956,661
+446,360
|
|
||
648
Labcorp
LH
$21.9B
| $139M | 0.02% |
485,029
-12,401
|
|
||
649
CF Industries
CF
$12.4B
| $139M | 0.02% |
1,552,084
-949,417
|
|
||
650
Synchrony
SYF
$30.3B
| $139M | 0.02% |
1,956,626
-507,756
|
|