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 | +$1.08B | |
| 2 | +$643M | |
| 3 | +$588M | |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| 1 | +$1.51B | |
| 2 | +$1.13B | |
| 3 | +$976M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| 1 | Technology | 22.2% |
| 2 | Financials | 11.45% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.01% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Gaming and Leisure Properties
GLPI
$13B
| $101M | 0.02% |
2,158,231
+1,183,352
|
|
||
827
Unum
UNM
$11.9B
| $100M | 0.02% |
1,287,959
+64,681
|
|
||
828
LyondellBasell Industries
LYB
$23.6B
| $99.9M | 0.02% |
2,037,648
-418,932
|
|
||
829
Tenet Healthcare
THC
$17.4B
| $99.9M | 0.02% |
491,832
+192,060
|
|
||
830
Madrigal Pharmaceuticals
MDGL
$10.1B
| $99.7M | 0.02% |
217,343
-288,371
|
|
||
831
Mid-America Apartment Communities
MAA
$14.2B
| $99.5M | 0.02% |
712,167
+282,278
|
|
||
832
KeyCorp
KEY
$21.2B
| $99.5M | 0.02% |
5,324,060
+87,473
|
|
||
833
BJs Wholesale Club
BJ
$12.6B
| $99.4M | 0.02% |
1,065,704
+451,009
|
|
||
834
Cytokinetics
CYTK
$7.6B
| $99.1M | 0.02% |
1,803,251
-1,267,414
|
|
||
835
IDEX
IEX
$13.7B
| $99M | 0.02% |
608,296
-89,624
|
|
||
836
Warrior Met Coal
HCC
$4.67B
| $98.9M | 0.02% |
1,554,071
+1,067,247
|
|
||
837
Capital Group US Multi-Sector Income ETF
CGMS
$4.45B
| $97.8M | 0.02% |
3,524,945
+1,162,393
|
|
||
838
Capital Group Municipal Income ETF
CGMU
$5.46B
| $97.8M | 0.02% |
3,582,696
+393,042
|
|
||
839
Regency Centers
REG
$13.7B
| $97.5M | 0.02% |
1,337,215
+589,327
|
|
||
840
Ameren
AEE
$29.3B
| $97M | 0.02% |
929,372
-345,309
|
|
||
841
Capital Group Core Plus Income ETF
CGCP
$7.2B
| $96.9M | 0.02% |
4,266,533
+325,561
|
|
||
842
VanEck Morningstar Wide Moat ETF
MOAT
$13.5B
| $96.6M | 0.02% |
975,164
-407,760
|
|
||
843
TopBuild
BLD
$9.44B
| $96.5M | 0.02% |
246,889
+84,307
|
|
||
844
Transmedics
TMDX
$3.91B
| $96.1M | 0.02% |
856,063
+379,925
|
|
||
845
AeroVironment
AVAV
$10B
| $96M | 0.02% |
304,975
-139,608
|
|
||
846
Booz Allen Hamilton
BAH
$9.64B
| $96M | 0.02% |
960,375
-186,278
|
|
||
847
Steris
STE
$21.6B
| $95.8M | 0.02% |
387,052
+85,150
|
|
||
848
AGCO
AGCO
$7.91B
| $95.8M | 0.02% |
894,448
-241,251
|
|
||
849
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.05B
| $95.7M | 0.02% |
867,178
-115,364
|
|
||
850
Hyatt Hotels
H
$13.4B
| $95.6M | 0.02% |
673,727
+217,071
|
|