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 | +$766M | |
| 2 | +$470M | |
| 3 | +$467M | |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 | +$1.56B | |
| 2 | +$1.35B | |
| 3 | +$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 | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Novo Nordisk
NVO
$215B
| $128M | 0.02% |
1,857,047
+424,021
|
|
||
652
iShares Floating Rate Bond ETF
FLOT
$8.99B
| $128M | 0.02% |
2,508,797
-184,041
|
|
||
653
iShares Core Universal USD Bond ETF
IUSB
$33.3B
| $127M | 0.02% |
2,750,687
+8,479
|
|
||
654
Hims & Hers Health
HIMS
$8.52B
| $127M | 0.02% |
2,550,841
+763,261
|
|
||
655
Zillow
Z
$16.8B
| $127M | 0.02% |
1,811,185
-195,665
|
|
||
656
Baker Hughes
BKR
$48B
| $127M | 0.02% |
3,308,006
-403,455
|
|
||
657
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.1B
| $127M | 0.02% |
2,008,204
-276,626
|
|
||
658
AeroVironment
AVAV
$14.6B
| $127M | 0.02% |
444,583
+94,707
|
|
||
659
Vanguard Energy ETF
VDE
$7.5B
| $127M | 0.02% |
1,063,096
-138,667
|
|
||
660
Veralto
VLTO
$24.5B
| $127M | 0.02% |
1,254,214
-309,159
|
|
||
661
BellRing Brands
BRBR
$3.38B
| $126M | 0.02% |
2,180,930
+1,048,915
|
|
||
662
Brookfield
BN
$98.3B
| $126M | 0.02% |
3,059,742
+56,700
|
|
||
663
Resideo Technologies
REZI
$4.9B
| $125M | 0.02% |
5,677,610
+2,212,536
|
|
||
664
iShares MSCI ACWI ETF
ACWI
$23.2B
| $124M | 0.02% |
962,858
+416,577
|
|
||
|
TGI
665
DELISTED
Triumph Group
TGI
| $123M | 0.02% |
4,780,774
+2,298,720
|
|
||
666
Vanguard Communication Services ETF
VOX
$5.56B
| $123M | 0.02% |
719,607
+58,940
|
|
||
667
Pure Storage
PSTG
$28.2B
| $123M | 0.02% |
2,131,653
+567,214
|
|
||
|
LNW
668
DELISTED
Light & Wonder
LNW
| $123M | 0.02% |
1,273,673
+508,930
|
|
||
669
IDEX
IEX
$12.3B
| $123M | 0.02% |
697,920
+326,086
|
|
||
670
James Hardie Industries
JHX
$9.68B
| $123M | 0.02% |
4,556,131
+2,864,446
|
|
||
671
Lincoln Electric
LECO
$12.4B
| $122M | 0.02% |
590,754
+144,917
|
|
||
672
Ameren
AEE
$28.4B
| $122M | 0.02% |
1,274,681
-58,513
|
|
||
673
Global Payments
GPN
$17.6B
| $122M | 0.02% |
1,528,816
-444,402
|
|
||
674
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
| $122M | 0.02% |
2,056,929
+706,143
|
|
||
675
Lennar Class A
LEN
$31B
| $122M | 0.02% |
1,104,007
-460,021
|
|