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 |
Tesla
TSLA
|
$470M |
| 3 |
Suncor Energy
SU
|
$467M |
| 4 |
Accenture
ACN
|
$413M |
| 5 |
Kenvue
KVUE
|
$385M |
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 | |
|---|---|---|---|---|---|---|
651
Novo Nordisk
NVO
$252B
| $128M | 0.02% |
1,857,047
+424,021
| +30% | +$29.3M |
|
652
iShares Floating Rate Bond ETF
FLOT
$9.12B
| $128M | 0.02% |
2,508,797
-184,041
| -7% | -$9.39M |
|
653
iShares Core Total USD Bond Market ETF
IUSB
$33.9B
| $127M | 0.02% |
2,750,687
+8,479
| +0.3% | +$392K |
|
654
Hims & Hers Health
HIMS
$10B
| $127M | 0.02% |
2,550,841
+763,261
| +43% | +$38M |
|
655
Zillow
Z
$20.2B
| $127M | 0.02% |
1,811,185
-195,665
| -10% | -$13.7M |
|
656
Baker Hughes
BKR
$44.4B
| $127M | 0.02% |
3,308,006
-403,455
| -11% | -$15.5M |
|
657
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
| $127M | 0.02% |
2,008,204
-276,626
| -12% | -$17.5M |
|
658
AeroVironment
AVAV
$11.9B
| $127M | 0.02% |
444,583
+94,707
| +27% | +$27M |
|
659
Vanguard Energy ETF
VDE
$7.28B
| $127M | 0.02% |
1,063,096
-138,667
| -12% | -$16.5M |
|
660
Veralto
VLTO
$26.1B
| $127M | 0.02% |
1,254,214
-309,159
| -20% | -$31.2M |
|
661
BellRing Brands
BRBR
$5.27B
| $126M | 0.02% |
2,180,930
+1,048,915
| +93% | +$60.8M |
|
662
Brookfield
BN
$97.7B
| $126M | 0.02% |
2,039,828
+37,800
| +2% | +$2.34M |
|
663
Resideo Technologies
REZI
$5.03B
| $125M | 0.02% |
5,677,610
+2,212,536
| +64% | +$48.8M |
|
664
iShares MSCI ACWI ETF
ACWI
$22B
| $124M | 0.02% |
962,858
+416,577
| +76% | +$53.6M |
|
|
TGI
665
DELISTED
Triumph Group
TGI
| $123M | 0.02% |
4,780,774
+2,298,720
| +93% | +$59.2M |
|
666
Vanguard Communication Services ETF
VOX
$5.74B
| $123M | 0.02% |
719,607
+58,940
| +9% | +$10.1M |
|
667
Pure Storage
PSTG
$25.5B
| $123M | 0.02% |
2,131,653
+567,214
| +36% | +$32.7M |
|
668
Light & Wonder
LNW
$7.16B
| $123M | 0.02% |
1,273,673
+508,930
| +67% | +$49M |
|
669
IDEX
IEX
$12.1B
| $123M | 0.02% |
697,920
+326,086
| +88% | +$57.3M |
|
670
James Hardie Industries plc
JHX
$11.2B
| $123M | 0.02% |
4,556,131
+2,864,446
| +169% | +$77M |
|
671
Lincoln Electric
LECO
$13.3B
| $122M | 0.02% |
590,754
+144,917
| +33% | +$30M |
|
672
Ameren
AEE
$27B
| $122M | 0.02% |
1,274,681
-58,513
| -4% | -$5.62M |
|
673
Global Payments
GPN
$21B
| $122M | 0.02% |
1,528,816
-444,402
| -23% | -$35.6M |
|
674
SPDR S&P Regional Banking ETF
KRE
$3.97B
| $122M | 0.02% |
2,056,929
+706,143
| +52% | +$41.9M |
|
675
Lennar Class A
LEN
$34.7B
| $122M | 0.02% |
1,104,007
-460,021
| -29% | -$50.9M |
|