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 | +$1.12B | |
| 2 | +$679M | |
| 3 | +$574M | |
| 4 |
Medtronic
MDT
|
+$523M |
| 5 |
Workday
WDAY
|
+$518M |
Top Sells
| 1 | +$1.62B | |
| 2 | +$1.44B | |
| 3 | +$1.1B | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$835M |
| 5 |
Chevron
CVX
|
+$690M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 11.4% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Woodward
WWD
$17.8B
| $95.5M | 0.02% |
377,965
+13,838
|
|
||
852
Omnicom Group
OMC
$25.5B
| $95.4M | 0.01% |
1,170,211
+202,021
|
|
||
853
Rexford Industrial Realty
REXR
$9.61B
| $95.3M | 0.01% |
2,318,886
+680,691
|
|
||
854
Brown-Forman Class B
BF.B
$14.2B
| $95.2M | 0.01% |
3,514,317
+1,792,357
|
|
||
855
ICICI Bank
IBN
$108B
| $95M | 0.01% |
3,143,755
-164,399
|
|
||
856
US Foods
USFD
$17.1B
| $94.7M | 0.01% |
1,235,387
+34,830
|
|
||
857
Hilton Grand Vacations
HGV
$3.76B
| $94.4M | 0.01% |
2,258,391
+577,772
|
|
||
858
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.9B
| $94.3M | 0.01% |
2,064,143
+66,464
|
|
||
859
Church & Dwight Co
CHD
$20.3B
| $94.3M | 0.01% |
1,075,587
-496,413
|
|
||
860
Ollie's Bargain Outlet
OLLI
$6.99B
| $94M | 0.01% |
732,240
-159,666
|
|
||
861
Seadrill
SDRL
$1.98B
| $94M | 0.01% |
3,111,817
-540,544
|
|
||
862
The Mosaic Company
MOS
$8.32B
| $93.8M | 0.01% |
2,705,184
-904,757
|
|
||
863
Hormel Foods
HRL
$13.2B
| $93.6M | 0.01% |
3,784,723
-172,011
|
|
||
864
Las Vegas Sands
LVS
$44.1B
| $93.5M | 0.01% |
1,738,235
+351,206
|
|
||
865
Viking Holdings
VIK
$30.5B
| $93.3M | 0.01% |
1,501,673
+490,549
|
|
||
866
ITT
ITT
$15B
| $93M | 0.01% |
520,013
+33,116
|
|
||
867
Vanguard Industrials ETF
VIS
$6.43B
| $92.8M | 0.01% |
313,077
-2,916
|
|
||
868
Charles River Laboratories
CRL
$9.5B
| $92.7M | 0.01% |
592,756
-142,513
|
|
||
869
Zimmer Biomet
ZBH
$18.2B
| $92.7M | 0.01% |
941,490
-168,475
|
|
||
870
Liberty Media Series C
FWONK
$23.4B
| $92.6M | 0.01% |
886,578
+208,031
|
|
||
871
Fidelity National Financial
FNF
$15.6B
| $92.4M | 0.01% |
1,528,128
-1,116,262
|
|
||
872
Pan American Silver
PAAS
$21B
| $92.4M | 0.01% |
2,385,606
+994,504
|
|
||
873
WisdomTree US MidCap Dividend Fund
DON
$3.79B
| $92.4M | 0.01% |
1,766,204
-21,977
|
|
||
874
GFL Environmental
GFL
$15.4B
| $92.2M | 0.01% |
1,946,471
+1,305,953
|
|
||
875
Futu Holdings
FUTU
$23.9B
| $92.1M | 0.01% |
529,310
+207,421
|
|