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 | |
|---|---|---|---|---|---|---|
751
BHP
BHP
$135B
| $92.2M | 0.02% |
1,888,921
+1,342,958
| +246% | +$65.6M |
|
752
Robinhood
HOOD
$105B
| $92M | 0.02% |
2,469,939
+1,807,608
| +273% | +$67.4M |
|
753
Conagra Brands
CAG
$9.3B
| $92M | 0.02% |
3,314,793
+1,533,093
| +86% | +$42.5M |
|
754
Ventas
VTR
$30.9B
| $91.8M | 0.02% |
1,558,450
-113,709
| -7% | -$6.7M |
|
755
BILL Holdings
BILL
$5.17B
| $91.6M | 0.02% |
1,081,531
+346,548
| +47% | +$29.4M |
|
756
Commerce Bancshares
CBSH
$8.04B
| $91.6M | 0.02% |
1,469,691
+1,230,634
| +515% | +$76.7M |
|
757
Unum
UNM
$12.6B
| $91.5M | 0.02% |
1,252,839
+852,122
| +213% | +$62.2M |
|
758
Global X US Infrastructure Development ETF
PAVE
$9.28B
| $91.4M | 0.02% |
2,260,752
+370,196
| +20% | +$15M |
|
759
NVR
NVR
$23.6B
| $91.2M | 0.02% |
11,153
+2,423
| +28% | +$19.8M |
|
760
Flex
FLEX
$21B
| $91.1M | 0.02% |
2,373,484
+1,583,085
| +200% | +$60.8M |
|
761
TotalEnergies
TTE
$134B
| $91M | 0.02% |
1,669,663
+1,220,964
| +272% | +$66.5M |
|
762
iShare MSCI Eurozone ETF
EZU
$7.92B
| $90.9M | 0.02% |
1,925,960
+441,647
| +30% | +$20.8M |
|
763
Cameco
CCJ
$33.7B
| $90.8M | 0.02% |
1,767,189
+626,072
| +55% | +$32.2M |
|
764
iShares Morningstar Mid-Cap ETF
IMCB
$1.18B
| $90.7M | 0.02% |
1,191,062
+9,540
| +0.8% | +$726K |
|
765
Mettler-Toledo International
MTD
$27.1B
| $90.3M | 0.02% |
73,829
+20,267
| +38% | +$24.8M |
|
766
Seadrill
SDRL
$2.03B
| $90.3M | 0.02% |
2,320,055
+246,196
| +12% | +$9.58M |
|
767
Pure Storage
PSTG
$25.9B
| $89.8M | 0.02% |
1,461,226
+888,719
| +155% | +$54.6M |
|
768
Capital Group Core Plus Income ETF
CGCP
$5.65B
| $89.6M | 0.02% |
4,034,103
+543,243
| +16% | +$12.1M |
|
769
Parsons
PSN
$8.01B
| $89.1M | 0.02% |
965,698
+479,654
| +99% | +$44.2M |
|
770
Global X Artificial Intelligence & Technology ETF
AIQ
$4.8B
| $88.9M | 0.02% |
2,301,582
+451,451
| +24% | +$17.4M |
|
771
Labcorp
LH
$23B
| $88.9M | 0.02% |
387,722
+21,398
| +6% | +$4.91M |
|
|
ZUO
772
DELISTED
Zuora, Inc.
ZUO
| $88.8M | 0.02% |
8,955,740
+8,729,073
| +3,851% | +$86.6M |
|
773
Schwab US TIPS ETF
SCHP
$14.1B
| $88.8M | 0.02% |
3,437,386
+58,178
| +2% | +$1.5M |
|
774
Campbell Soup
CPB
$10.1B
| $88.5M | 0.02% |
2,113,528
+1,248,553
| +144% | +$52.3M |
|
775
IDEX
IEX
$12.4B
| $88.1M | 0.02% |
420,832
+146,929
| +54% | +$30.8M |
|