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 | 22.13% |
| 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 | |
|---|---|---|---|---|---|---|
751
Garmin
GRMN
$37.3B
| $106M | 0.02% |
506,469
-460,182
|
|
||
752
Dropbox
DBX
$7.61B
| $105M | 0.02% |
3,670,588
-247,631
|
|
||
753
Citizens Financial Group
CFG
$22.2B
| $105M | 0.02% |
2,339,287
-953,791
|
|
||
754
AvalonBay Communities
AVB
$25.2B
| $105M | 0.02% |
514,025
-75,194
|
|
||
755
Vanguard International High Dividend Yield ETF
VYMI
$12.7B
| $104M | 0.02% |
1,302,461
+151,888
|
|
||
756
iShares Morningstar Mid-Cap ETF
IMCB
$1.18B
| $104M | 0.02% |
1,309,271
+47,893
|
|
||
757
Rapid7
RPD
$919M
| $104M | 0.02% |
4,498,660
-397,224
|
|
||
758
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
| $103M | 0.02% |
1,040,281
-48,628
|
|
||
759
Brinker International
EAT
$5.03B
| $103M | 0.02% |
573,796
-140,205
|
|
||
760
Wheaton Precious Metals
WPM
$47.3B
| $103M | 0.02% |
1,151,644
-62,884
|
|
||
761
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.78B
| $103M | 0.02% |
982,542
+127,743
|
|
||
762
Royal Bank of Canada
RY
$207B
| $103M | 0.02% |
782,534
+13,802
|
|
||
763
Tradeweb Markets
TW
$23.4B
| $102M | 0.02% |
699,430
-87,302
|
|
||
764
Agilent Technologies
A
$41.6B
| $102M | 0.02% |
866,321
-38,366
|
|
||
765
TC Energy
TRP
$57.5B
| $102M | 0.02% |
2,081,451
-332,289
|
|
||
766
Cytokinetics
CYTK
$8.12B
| $101M | 0.02% |
3,070,665
+936,446
|
|
||
767
Lithia Motors
LAD
$7.13B
| $101M | 0.02% |
300,296
+113,623
|
|
||
768
Broadridge
BR
$26.4B
| $101M | 0.02% |
416,587
-161,228
|
|
||
769
Zimmer Biomet
ZBH
$17.8B
| $101M | 0.02% |
1,109,965
+292,413
|
|
||
770
Cameco
CCJ
$36.9B
| $101M | 0.02% |
1,359,799
-60,507
|
|
||
771
Jacobs Solutions
J
$18.5B
| $101M | 0.02% |
765,528
-28,781
|
|
||
772
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.26B
| $100M | 0.02% |
1,002,203
+3,239
|
|
||
773
New Oriental
EDU
$8.48B
| $100M | 0.02% |
1,859,698
-2,028,949
|
|
||
|
CNH
774
CNH Industrial
CNH
$12.5B
| $100M | 0.02% |
7,727,666
+342,855
|
|
||
775
NRG Energy
NRG
$31.7B
| $100M | 0.02% |
623,663
-280,756
|
|