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 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
iShares MSCI India ETF
INDA
$9.38B
| $44.5M | 0.02% |
1,131,115
+262,068
| +30% | +$10.3M |
|
627
Ares Capital
ARCC
$15.8B
| $44.4M | 0.02% |
2,430,613
+116,317
| +5% | +$2.13M |
|
628
Workday
WDAY
$60.5B
| $44.3M | 0.02% |
214,708
-135,285
| -39% | -$27.9M |
|
629
Vulcan Materials
VMC
$38.9B
| $44.2M | 0.02% |
257,465
+13,730
| +6% | +$2.36M |
|
630
Teradyne
TER
$18.7B
| $44.1M | 0.02% |
410,409
+230,323
| +128% | +$24.8M |
|
631
TAL Education Group
TAL
$6.37B
| $44.1M | 0.02% |
6,883,025
+1,522,368
| +28% | +$9.76M |
|
632
D.R. Horton
DHI
$52.5B
| $44.1M | 0.02% |
451,362
+2,207
| +0.5% | +$216K |
|
633
iShares MSCI China ETF
MCHI
$8.07B
| $44M | 0.02% |
881,994
+91,295
| +12% | +$4.55M |
|
634
Invesco Water Resources ETF
PHO
$2.2B
| $44M | 0.02% |
824,679
+32,679
| +4% | +$1.74M |
|
635
Cedar Fair
FUN
$2.19B
| $44M | 0.02% |
962,821
+124,276
| +15% | +$5.68M |
|
636
FMC
FMC
$4.61B
| $43.9M | 0.02% |
359,600
-95,372
| -21% | -$11.6M |
|
637
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
| $43.8M | 0.02% |
1,065,118
+87,026
| +9% | +$3.58M |
|
638
Equity Residential
EQR
$25.2B
| $43.7M | 0.02% |
727,638
-104,851
| -13% | -$6.29M |
|
639
Garmin
GRMN
$45.4B
| $43.3M | 0.02% |
428,587
+180,910
| +73% | +$18.3M |
|
640
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
| $43M | 0.02% |
2,245,379
+292,913
| +15% | +$5.61M |
|
641
Alexandria Real Estate Equities
ARE
$14.3B
| $43M | 0.02% |
342,487
+50,260
| +17% | +$6.31M |
|
642
Novo Nordisk
NVO
$242B
| $42.9M | 0.02% |
539,446
-44,742
| -8% | -$3.56M |
|
643
iShares MSCI South Korea ETF
EWY
$5.38B
| $42.9M | 0.02% |
701,124
+113,650
| +19% | +$6.96M |
|
644
Global X MLP ETF
MLPA
$1.82B
| $42.9M | 0.02% |
1,031,636
-308
| -0% | -$12.8K |
|
645
Best Buy
BBY
$16.1B
| $42.9M | 0.02% |
548,213
+105,047
| +24% | +$8.22M |
|
646
Align Technology
ALGN
$9.64B
| $42.7M | 0.02% |
127,645
+29,578
| +30% | +$9.88M |
|
647
Skyworks Solutions
SWKS
$10.9B
| $42.5M | 0.02% |
359,951
+21,496
| +6% | +$2.54M |
|
648
Dover
DOV
$24.1B
| $42.4M | 0.02% |
279,284
-2,217
| -0.8% | -$337K |
|
649
Church & Dwight Co
CHD
$22.7B
| $42.4M | 0.02% |
479,670
+23,765
| +5% | +$2.1M |
|
650
SPDR Bloomberg Convertible Securities ETF
CWB
$4.46B
| $42.3M | 0.02% |
631,074
-87,310
| -12% | -$5.86M |
|