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 |
iShares Core S&P 500 ETF
IVV
|
+$1.1B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$610M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$379M |
| 4 |
UBS Group
UBS
|
+$226M |
| 5 |
PLAN
Anaplan, Inc.
PLAN
|
+$219M |
Top Sells
| 1 |
Apple
AAPL
|
+$733M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$706M |
| 3 |
Microsoft
MSFT
|
+$702M |
| 4 |
Amazon
AMZN
|
+$625M |
| 5 |
Home Depot
HD
|
+$364M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 8.2% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Verisk Analytics
VRSK
$36.7B
| $53.3M | 0.02% |
233,092
+21,160
| +10% | +$4.84M |
|
652
Unity
U
$18.2B
| $53.3M | 0.02% |
372,769
+92,028
| +33% | +$13.2M |
|
653
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.06B
| $53M | 0.02% |
327,120
-56,541
| -15% | -$9.16M |
|
654
Skechers
SKX
$9.5B
| $52.9M | 0.02% |
1,219,469
+1,055,309
| +643% | +$45.8M |
|
655
Motorola Solutions
MSI
$80.3B
| $52.9M | 0.02% |
194,575
-17,060
| -8% | -$4.64M |
|
|
RSX
656
DELISTED
VanEck Russia ETF
RSX
| $52.8M | 0.02% |
1,979,080
+279,886
| +16% | +$7.46M |
|
657
KKR & Co
KKR
$124B
| $52.5M | 0.02% |
704,894
-267,508
| -28% | -$19.9M |
|
658
PACCAR
PCAR
$51.8B
| $52.4M | 0.02% |
890,684
+14,835
| +2% | +$873K |
|
659
ASE Group
ASX
$24.6B
| $52.2M | 0.01% |
6,681,396
-9,194,493
| -58% | -$71.8M |
|
660
ON Semiconductor
ON
$19.7B
| $52.2M | 0.01% |
767,857
-978,812
| -56% | -$66.5M |
|
661
iShares Global Tech ETF
IXN
$5.89B
| $51.9M | 0.01% |
806,324
-38,030
| -5% | -$2.45M |
|
662
Public Service Enterprise Group
PEG
$40.8B
| $51.9M | 0.01% |
777,682
+144,337
| +23% | +$9.63M |
|
663
Enphase Energy
ENPH
$4.85B
| $51.8M | 0.01% |
283,067
+13,060
| +5% | +$2.39M |
|
664
ResMed
RMD
$39.6B
| $51.7M | 0.01% |
198,594
+77,391
| +64% | +$20.2M |
|
665
Eastman Chemical
EMN
$7.47B
| $51.7M | 0.01% |
427,638
-32,203
| -7% | -$3.89M |
|
666
Revvity
RVTY
$9.58B
| $51.7M | 0.01% |
256,924
-13,038
| -5% | -$2.62M |
|
667
Okta
OKTA
$15.9B
| $51.6M | 0.01% |
230,233
+17,462
| +8% | +$3.91M |
|
668
Lennar Class A
LEN
$35.4B
| $51.6M | 0.01% |
458,836
-23,213
| -5% | -$2.61M |
|
669
GoDaddy
GDDY
$20.1B
| $51.3M | 0.01% |
604,578
+547,520
| +960% | +$46.5M |
|
670
Cheniere Energy
LNG
$52.1B
| $51.2M | 0.01% |
505,249
+31,045
| +7% | +$3.15M |
|
671
Under Armour
UAA
$2.14B
| $51.2M | 0.01% |
2,417,455
+1,303,295
| +117% | +$27.6M |
|
672
GSK
GSK
$81.5B
| $51.1M | 0.01% |
927,242
-4,863,910
| -84% | -$268M |
|
673
Vanguard Mega Cap 300 Index ETF
MGC
$7.78B
| $51M | 0.01% |
303,270
-8,126
| -3% | -$1.37M |
|
674
iShares MSCI Taiwan ETF
EWT
$6.49B
| $50.7M | 0.01% |
761,872
-73,140
| -9% | -$4.87M |
|
675
Rio Tinto
RIO
$101B
| $50.6M | 0.01% |
756,619
+97,694
| +15% | +$6.54M |
|