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 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Principal Financial Group
PFG
$18B
| $115M | 0.02% |
1,489,373
+522,538
| +54% | +$40.4M |
|
652
Agnico Eagle Mines
AEM
$76.5B
| $115M | 0.02% |
1,473,633
+780,240
| +113% | +$61M |
|
653
Cardinal Health
CAH
$36B
| $115M | 0.02% |
972,150
-327,859
| -25% | -$38.8M |
|
654
RPM International
RPM
$16.1B
| $115M | 0.02% |
931,079
+553,479
| +147% | +$68.1M |
|
655
Capital Group International Focus Equity ETF
CGXU
$3.98B
| $115M | 0.02% |
4,644,400
+344,115
| +8% | +$8.49M |
|
656
Cincinnati Financial
CINF
$24.2B
| $114M | 0.02% |
795,734
+243,300
| +44% | +$35M |
|
657
Fair Isaac
FICO
$37B
| $114M | 0.02% |
57,378
+3,570
| +7% | +$7.11M |
|
658
Materials Select Sector SPDR Fund
XLB
$5.43B
| $114M | 0.02% |
1,355,429
+391,317
| +41% | +$32.9M |
|
659
Wolfspeed
WOLF
$275M
| $114M | 0.02% |
17,105,905
+10,753,204
| +169% | +$71.6M |
|
660
Eastman Chemical
EMN
$7.76B
| $114M | 0.02% |
1,243,966
+716,535
| +136% | +$65.4M |
|
661
Pultegroup
PHM
$26.7B
| $114M | 0.02% |
1,042,526
+174,889
| +20% | +$19M |
|
662
NiSource
NI
$19.1B
| $113M | 0.02% |
3,083,124
+1,203,490
| +64% | +$44.2M |
|
663
TC Energy
TRP
$53.9B
| $113M | 0.02% |
2,429,951
+1,137,751
| +88% | +$52.9M |
|
|
X
664
DELISTED
US Steel
X
| $113M | 0.02% |
3,324,805
+631,398
| +23% | +$21.5M |
|
665
DaVita
DVA
$9.67B
| $113M | 0.02% |
755,569
+607,396
| +410% | +$90.8M |
|
666
Las Vegas Sands
LVS
$37B
| $113M | 0.02% |
2,195,120
+1,380,899
| +170% | +$70.9M |
|
667
SPDR S&P Regional Banking ETF
KRE
$4.26B
| $113M | 0.02% |
1,867,875
-2,050,475
| -52% | -$124M |
|
668
Northern Trust
NTRS
$24.6B
| $112M | 0.02% |
1,095,404
+293,003
| +37% | +$30M |
|
669
CBRE Group
CBRE
$48.2B
| $112M | 0.02% |
852,310
+163,046
| +24% | +$21.4M |
|
670
Willis Towers Watson
WTW
$32.4B
| $111M | 0.02% |
355,216
+54,520
| +18% | +$17.1M |
|
671
Hubbell
HUBB
$22.9B
| $111M | 0.02% |
265,603
+114,793
| +76% | +$48.1M |
|
672
XPeng
XPEV
$19.7B
| $111M | 0.02% |
9,383,468
+7,814,961
| +498% | +$92.4M |
|
673
Vulcan Materials
VMC
$38.5B
| $111M | 0.02% |
430,563
+126,839
| +42% | +$32.6M |
|
674
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| $111M | 0.02% |
1,650,071
+63,671
| +4% | +$4.27M |
|
675
Box
BOX
$4.78B
| $110M | 0.02% |
3,485,449
+1,574,849
| +82% | +$49.8M |
|