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 | +$1.08B | |
| 2 | +$643M | |
| 3 | +$588M | |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| 1 | +$1.51B | |
| 2 | +$1.13B | |
| 3 | +$976M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| 1 | Technology | 22.2% |
| 2 | Financials | 11.45% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.01% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
CMS Energy
CMS
$22.8B
| $132M | 0.03% |
1,802,134
-515,867
|
|
||
677
First Trust Capital Strength ETF
FTCS
$7.81B
| $132M | 0.03% |
1,408,175
-102,390
|
|
||
678
SolarEdge
SEDG
$3.12B
| $132M | 0.03% |
3,554,504
+3,255,776
|
|
||
|
FYBR
679
DELISTED
Frontier Communications
FYBR
| $131M | 0.03% |
3,514,645
-1,546,735
|
|
||
680
CAVA Group
CAVA
$9.81B
| $131M | 0.03% |
2,170,711
+449,475
|
|
||
681
Western Midstream Partners
WES
$16.4B
| $131M | 0.03% |
3,336,058
-356,730
|
|
||
682
Vanguard Energy ETF
VDE
$9.83B
| $131M | 0.03% |
1,040,313
-22,783
|
|
||
683
Affirm
AFRM
$14.6B
| $130M | 0.03% |
1,780,891
+377,300
|
|
||
684
Iris Energy
IREN
$13.7B
| $130M | 0.03% |
2,767,452
+751,635
|
|
||
685
Trimble
TRMB
$15.4B
| $130M | 0.03% |
1,590,549
+323,696
|
|
||
686
Mueller Industries
MLI
$12B
| $130M | 0.03% |
1,283,943
+1,146,919
|
|
||
687
HDFC Bank
HDB
$130B
| $129M | 0.03% |
3,787,950
+892,768
|
|
||
688
Fox Class B
FOX
$22.2B
| $129M | 0.03% |
2,246,731
+884,819
|
|
||
689
Zoom
ZM
$22.6B
| $129M | 0.03% |
1,559,401
+202,373
|
|
||
690
Generac Holdings
GNRC
$11.7B
| $129M | 0.03% |
768,111
-329,895
|
|
||
691
Royal Bank of Canada
RY
$222B
| $129M | 0.03% |
872,788
+90,254
|
|
||
692
Invesco Aerospace & Defense ETF
PPA
$7.99B
| $128M | 0.03% |
825,841
+46,319
|
|
||
693
PPL Corp
PPL
$27.5B
| $128M | 0.03% |
3,447,229
+185,200
|
|
||
694
Texas Pacific Land
TPL
$35.8B
| $128M | 0.03% |
411,576
-46,041
|
|
||
695
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
| $128M | 0.03% |
2,526,641
-145,884
|
|
||
696
iShares US Treasury Bond ETF
GOVT
$39.9B
| $128M | 0.03% |
5,522,534
-442,520
|
|
||
697
Imperial Oil
IMO
$61.2B
| $128M | 0.02% |
1,406,624
+1,195,698
|
|
||
698
Rocket Lab Corp
RKLB
$38.1B
| $127M | 0.02% |
2,660,356
-4,013,124
|
|
||
699
John Hancock Multifactor Mid Cap ETF
JHMM
$4.77B
| $127M | 0.02% |
1,968,697
-208,953
|
|
||
700
Medpace
MEDP
$12.8B
| $127M | 0.02% |
247,629
-26,053
|
|