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 | |
|---|---|---|---|---|---|---|
726
Nice
NICE
$8.85B
| $98.9M | 0.02% |
582,482
+536,530
| +1,168% | +$91.1M |
|
727
PPL Corp
PPL
$26.4B
| $98.9M | 0.02% |
3,045,887
+189,785
| +7% | +$6.16M |
|
728
Hologic
HOLX
$14.8B
| $98.8M | 0.02% |
1,370,502
+439,640
| +47% | +$31.7M |
|
729
Jacobs Solutions
J
$17.2B
| $98.8M | 0.02% |
746,450
+160,759
| +27% | +$21.3M |
|
730
Dollar General
DG
$23B
| $97.9M | 0.02% |
1,291,742
+652,024
| +102% | +$49.4M |
|
731
Zoom
ZM
$25.6B
| $97.5M | 0.02% |
1,195,014
+588,246
| +97% | +$48M |
|
732
Kohl's
KSS
$1.86B
| $97.4M | 0.02% |
6,938,465
+6,145,231
| +775% | +$86.3M |
|
733
Live Nation Entertainment
LYV
$39.5B
| $97.3M | 0.02% |
751,523
+417,077
| +125% | +$54M |
|
734
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.77B
| $96.5M | 0.02% |
1,921,834
+53,257
| +3% | +$2.67M |
|
735
VanEck Oil Services ETF
OIH
$838M
| $96.3M | 0.02% |
355,103
+108,513
| +44% | +$29.4M |
|
736
XPO
XPO
$15.4B
| $96.3M | 0.02% |
734,234
+620,215
| +544% | +$81.3M |
|
737
Atmos Energy
ATO
$26.3B
| $96.2M | 0.02% |
690,742
+37,731
| +6% | +$5.25M |
|
738
SoundHound AI
SOUN
$6.05B
| $95.5M | 0.02% |
4,811,516
+4,499,036
| +1,440% | +$89.3M |
|
739
Schwab U.S Small- Cap ETF
SCHA
$18.7B
| $95M | 0.02% |
3,674,882
+121,846
| +3% | +$3.15M |
|
740
Iron Mountain
IRM
$28.6B
| $94.9M | 0.02% |
903,264
-157,870
| -15% | -$16.6M |
|
741
Middleby
MIDD
$7.03B
| $94.8M | 0.02% |
699,780
+648,125
| +1,255% | +$87.8M |
|
742
iShares Russell Top 200 Growth ETF
IWY
$15.1B
| $94.7M | 0.02% |
402,521
+23,134
| +6% | +$5.44M |
|
743
Regal Rexnord
RRX
$9.45B
| $94.5M | 0.02% |
609,149
+505,975
| +490% | +$78.5M |
|
744
Raymond James Financial
RJF
$33B
| $94.1M | 0.02% |
605,542
-202,109
| -25% | -$31.4M |
|
745
Broadridge
BR
$29.6B
| $94M | 0.02% |
415,980
+67,206
| +19% | +$15.2M |
|
746
Zillow
Z
$21.1B
| $94M | 0.02% |
1,269,886
+790,222
| +165% | +$58.5M |
|
747
AvalonBay Communities
AVB
$27.8B
| $93.1M | 0.02% |
423,204
-53,501
| -11% | -$11.8M |
|
748
Alcoa
AA
$8.1B
| $92.6M | 0.02% |
2,450,752
+1,434,106
| +141% | +$54.2M |
|
749
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.86B
| $92.4M | 0.02% |
1,022,276
+151,045
| +17% | +$13.7M |
|
750
Dimensional International Core Equity Market ETF
DFAI
$11.4B
| $92.4M | 0.02% |
3,164,458
+426,745
| +16% | +$12.5M |
|