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 | +$4.47B | |
| 2 | +$2.93B | |
| 3 | +$2.75B | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| 1 | +$1.44B | |
| 2 | +$919M | |
| 3 | +$851M | |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| 1 | Technology | 20.06% |
| 2 | Financials | 9.93% |
| 3 | Industrials | 8.38% |
| 4 | Healthcare | 7.46% |
| 5 | Consumer Discretionary | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Estee Lauder
EL
$31.2B
| $110M | 0.02% |
1,539,166
+431,364
|
|
||
827
Zillow
Z
$9.48B
| $110M | 0.02% |
2,665,881
+986,209
|
|
||
828
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
| $110M | 0.02% |
5,278,148
+4,563,005
|
|
||
|
BA.PRA
829
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.66B
| $110M | 0.02% |
1,700,073
+1,657,732
|
|
||
830
iShares MSCI EAFE Growth ETF
EFG
$15.6B
| $110M | 0.02% |
988,490
+123,028
|
|
||
831
HubSpot
HUBS
$10.1B
| $110M | 0.02% |
450,384
+311,978
|
|
||
832
Capital Group Core Plus Income ETF
CGCP
$7.6B
| $110M | 0.02% |
4,916,470
+190,382
|
|
||
833
Vanguard Mega Cap 300 Index ETF
MGC
$9.71B
| $110M | 0.02% |
464,591
-15,775
|
|
||
834
iShares Russell 3000 ETF
IWV
$19.4B
| $110M | 0.02% |
296,201
-85,880
|
|
||
835
AeroVironment
AVAV
$8.52B
| $110M | 0.02% |
599,551
-24,415
|
|
||
836
Royal Gold
RGLD
$20.3B
| $109M | 0.02% |
429,896
+120,873
|
|
||
837
International Flavors & Fragrances
IFF
$20.7B
| $109M | 0.02% |
1,498,654
-196,689
|
|
||
838
Mueller Industries
MLI
$15.6B
| $109M | 0.02% |
980,519
+277,348
|
|
||
839
BP
BP
$112B
| $109M | 0.02% |
2,309,892
-78,629
|
|
||
840
American Financial Group
AFG
$10.9B
| $108M | 0.02% |
848,396
+266,591
|
|
||
841
Duolingo
DUOL
$5.03B
| $108M | 0.02% |
1,098,062
+786,441
|
|
||
842
Allegion
ALLE
$11.5B
| $108M | 0.02% |
742,204
+359,557
|
|
||
843
Hormel Foods
HRL
$11.2B
| $108M | 0.02% |
4,758,890
+1,717,137
|
|
||
844
Fidelity National Information Services
FIS
$22.5B
| $107M | 0.02% |
2,285,053
-414,102
|
|
||
845
Incyte
INCY
$19.7B
| $107M | 0.02% |
1,138,004
+457,921
|
|
||
846
JPMorgan Active Growth ETF
JGRO
$9.68B
| $107M | 0.02% |
1,266,505
-22,034
|
|
||
847
Applied Digital
APLD
$11.8B
| $107M | 0.02% |
4,500,887
+770,847
|
|
||
848
Pentair
PNR
$12.4B
| $107M | 0.02% |
1,226,389
-117,873
|
|
||
849
Blue Owl Capital
OBDC
$5.63B
| $107M | 0.02% |
9,646,705
+1,118,033
|
|
||
850
Coupang
CPNG
$30.5B
| $107M | 0.02% |
5,649,621
+2,413,867
|
|