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 |
AMRZ
Amrize Ltd
AMRZ
|
+$766M |
| 2 |
Tesla
TSLA
|
+$470M |
| 3 |
Suncor Energy
SU
|
+$467M |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 2 |
Apple
AAPL
|
+$1.35B |
| 3 |
UBS Group
UBS
|
+$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 | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
US Foods
USFD
$17.6B
| $92.5M | 0.02% |
1,200,557
+150,278
| +14% | +$11.6M |
|
827
MongoDB
MDB
$26.9B
| $92.4M | 0.02% |
440,016
-385,563
| -47% | -$81M |
|
828
Keysight
KEYS
$29.1B
| $92.3M | 0.02% |
563,474
+19,360
| +4% | +$3.17M |
|
829
ZTO Express
ZTO
$15.1B
| $92.3M | 0.02% |
5,199,945
-1,906,490
| -27% | -$33.8M |
|
830
Plains GP Holdings
PAGP
$3.64B
| $92.2M | 0.02% |
4,747,489
-1,440,637
| -23% | -$28M |
|
831
Bank of Montreal
BMO
$90.9B
| $92.2M | 0.02% |
833,208
+127,799
| +18% | +$14.1M |
|
832
iShares US Home Construction ETF
ITB
$3.26B
| $91.8M | 0.02% |
984,887
-184,463
| -16% | -$17.2M |
|
|
WBA
833
DELISTED
Walgreens Boots Alliance
WBA
| $91.7M | 0.02% |
7,991,174
-1,286,549
| -14% | -$14.8M |
|
834
Vail Resorts
MTN
$5.64B
| $91.6M | 0.02% |
583,071
+496,706
| +575% | +$78M |
|
835
Ventas
VTR
$30.9B
| $91.4M | 0.02% |
1,447,071
-542,102
| -27% | -$34.2M |
|
836
Weyerhaeuser
WY
$18.7B
| $91.3M | 0.02% |
3,553,591
-1,204,719
| -25% | -$30.9M |
|
837
KeyCorp
KEY
$21B
| $91.2M | 0.02% |
5,236,587
+683,435
| +15% | +$11.9M |
|
838
Invesco
IVZ
$9.81B
| $90.5M | 0.02% |
5,740,028
-387,677
| -6% | -$6.11M |
|
839
Acadia Healthcare
ACHC
$2.15B
| $90.4M | 0.02% |
3,986,214
+2,816,384
| +241% | +$63.9M |
|
840
W.P. Carey
WPC
$14.7B
| $90.4M | 0.02% |
1,449,368
-154,111
| -10% | -$9.61M |
|
841
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.34B
| $90M | 0.02% |
1,997,679
+371,727
| +23% | +$16.7M |
|
842
Franklin Resources
BEN
$12.9B
| $90M | 0.02% |
3,772,325
+448,859
| +14% | +$10.7M |
|
843
Teledyne Technologies
TDY
$25.5B
| $89.8M | 0.02% |
175,236
+55,235
| +46% | +$28.3M |
|
844
WisdomTree US MidCap Dividend Fund
DON
$3.8B
| $89.6M | 0.02% |
1,788,181
+175,552
| +11% | +$8.8M |
|
845
Woodward
WWD
$14.4B
| $89.2M | 0.02% |
364,127
-83,655
| -19% | -$20.5M |
|
846
Bloom Energy
BE
$12.9B
| $89.1M | 0.02% |
3,724,593
-1,168,470
| -24% | -$27.9M |
|
847
VictoryShares Free Cash Flow ETF
VFLO
$4.64B
| $88.9M | 0.02% |
2,515,724
+671,482
| +36% | +$23.7M |
|
848
Emcor
EME
$27.8B
| $88.9M | 0.02% |
166,179
+8,046
| +5% | +$4.3M |
|
849
Snap
SNAP
$12.3B
| $88.9M | 0.02% |
10,225,928
+5,043,179
| +97% | +$43.8M |
|
850
Paycom
PAYC
$12.6B
| $88.8M | 0.02% |
383,809
-25,638
| -6% | -$5.93M |
|