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 | |
|---|---|---|---|---|---|---|
676
BWX Technologies
BWXT
$14.7B
| $122M | 0.02% |
847,646
+421,042
| +99% | +$60.7M |
|
677
First Horizon
FHN
$11.4B
| $122M | 0.02% |
5,752,982
+1,906,728
| +50% | +$40.4M |
|
678
BridgeBio Pharma
BBIO
$9.91B
| $121M | 0.02% |
2,812,499
+613,985
| +28% | +$26.5M |
|
679
iShares Russell Top 200 Growth ETF
IWY
$14.8B
| $121M | 0.02% |
491,459
+32,049
| +7% | +$7.9M |
|
680
Zebra Technologies
ZBRA
$15.5B
| $121M | 0.02% |
391,744
-55,253
| -12% | -$17M |
|
681
F5
FFIV
$17.8B
| $121M | 0.02% |
409,946
-14,020
| -3% | -$4.13M |
|
682
Carlisle Companies
CSL
$16B
| $120M | 0.02% |
322,447
+73,252
| +29% | +$27.4M |
|
683
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| $120M | 0.02% |
1,130,527
-138,656
| -11% | -$14.7M |
|
684
Toronto Dominion Bank
TD
$128B
| $120M | 0.02% |
1,635,786
+309,603
| +23% | +$22.7M |
|
685
Vanguard S&P 500 Value ETF
VOOV
$5.68B
| $120M | 0.02% |
636,448
+103,072
| +19% | +$19.5M |
|
686
Hormel Foods
HRL
$13.9B
| $120M | 0.02% |
3,956,734
+964,466
| +32% | +$29.2M |
|
687
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
| $120M | 0.02% |
1,678,247
+143,470
| +9% | +$10.2M |
|
688
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
| $120M | 0.02% |
2,295,131
+4,231
| +0.2% | +$220K |
|
689
Capital Group Global Growth Equity ETF
CGGO
$6.83B
| $119M | 0.02% |
3,735,352
-559,609
| -13% | -$17.9M |
|
690
Booz Allen Hamilton
BAH
$13.2B
| $119M | 0.02% |
1,146,653
+6,689
| +0.6% | +$697K |
|
691
VeriSign
VRSN
$25.6B
| $119M | 0.02% |
412,329
-60,682
| -13% | -$17.5M |
|
692
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $119M | 0.02% |
1,284,615
-60,264
| -4% | -$5.58M |
|
693
Cboe Global Markets
CBOE
$24.6B
| $119M | 0.02% |
509,731
-211,825
| -29% | -$49.4M |
|
694
Becton Dickinson
BDX
$54.3B
| $119M | 0.02% |
689,997
-606,001
| -47% | -$104M |
|
695
Invesco MSCI USA ETF
PBUS
$8.43B
| $119M | 0.02% |
1,907,260
+1,749,212
| +1,107% | +$109M |
|
696
DraftKings
DKNG
$23.7B
| $119M | 0.02% |
2,763,806
-2,334,716
| -46% | -$100M |
|
697
Ollie's Bargain Outlet
OLLI
$7.89B
| $118M | 0.02% |
891,906
+341,234
| +62% | +$45M |
|
698
AGCO
AGCO
$8.05B
| $117M | 0.02% |
1,135,699
-751,351
| -40% | -$77.5M |
|
699
CyberArk
CYBR
$23B
| $117M | 0.02% |
287,478
-93,602
| -25% | -$38.1M |
|
700
Avantis US Small Cap Value ETF
AVUV
$18.1B
| $117M | 0.02% |
1,281,290
-59,989
| -4% | -$5.46M |
|