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 | 22.12% |
| 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 | |
|---|---|---|---|---|---|---|
726
Interactive Brokers
IBKR
$29.1B
| $111M | 0.02% |
1,998,659
+533,779
|
|
||
727
Lucid Motors
LCID
$3.6B
| $111M | 0.02% |
5,245,008
-466,887
|
|
||
728
Nexstar Media Group
NXST
$6.22B
| $111M | 0.02% |
639,635
+161,502
|
|
||
729
PPL Corp
PPL
$26.1B
| $111M | 0.02% |
3,262,029
-314,801
|
|
||
730
Invesco Aerospace & Defense ETF
PPA
$6.92B
| $110M | 0.02% |
779,522
+19,739
|
|
||
731
iShares MSCI Mexico ETF
EWW
$1.93B
| $110M | 0.02% |
1,813,780
+720,137
|
|
||
732
CenterPoint Energy
CNP
$25B
| $109M | 0.02% |
2,977,903
-694,329
|
|
||
733
Nordson
NDSN
$13.6B
| $109M | 0.02% |
508,912
+292,018
|
|
||
734
Nutanix
NTNX
$14.3B
| $109M | 0.02% |
1,425,398
+631,856
|
|
||
735
FMC
FMC
$1.73B
| $109M | 0.02% |
2,609,317
+1,403,769
|
|
||
736
Centene
CNC
$20.1B
| $109M | 0.02% |
2,006,735
-143,091
|
|
||
737
Moderna
MRNA
$12.2B
| $109M | 0.02% |
3,942,232
-2,435,305
|
|
||
738
Atmos Energy
ATO
$27.2B
| $109M | 0.02% |
705,748
-224,463
|
|
||
739
Trade Desk
TTD
$18.6B
| $109M | 0.02% |
1,510,007
-471,493
|
|
||
740
HubSpot
HUBS
$20.9B
| $108M | 0.02% |
194,599
-27,499
|
|
||
|
AKRO
741
DELISTED
Akero Therapeutics
AKRO
| $108M | 0.02% |
2,028,887
-127,519
|
|
||
742
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.44B
| $108M | 0.02% |
2,204,285
+106,304
|
|
||
743
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$5.25B
| $108M | 0.02% |
777,164
-6,734
|
|
||
744
Fluor
FLR
$6.51B
| $108M | 0.02% |
2,100,590
+700,416
|
|
||
745
Vanguard Mega Cap 300 Index ETF
MGC
$9.2B
| $107M | 0.02% |
477,698
+45,482
|
|
||
746
WisdomTree US LargeCap Dividend Fund
DLN
$5.6B
| $107M | 0.02% |
1,301,779
-13,443
|
|
||
747
Alcoa
AA
$13.9B
| $107M | 0.02% |
3,612,447
+1,547,589
|
|
||
748
Pinterest
PINS
$17.5B
| $107M | 0.02% |
2,971,948
-3,095,510
|
|
||
749
Aecom
ACM
$12.8B
| $106M | 0.02% |
942,828
-677,846
|
|
||
750
Zoom
ZM
$25.6B
| $106M | 0.02% |
1,357,028
+61,184
|
|