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 | |
|---|---|---|---|---|---|---|
876
Whirlpool
WHR
$2.91B
| $101M | 0.02% |
1,869,763
+1,214,923
|
|
||
877
Invesco Preferred ETF
PGX
$3.94B
| $101M | 0.02% |
9,258,895
+3,913,325
|
|
||
878
Generac Holdings
GNRC
$15.9B
| $101M | 0.02% |
514,631
-398,285
|
|
||
879
Fluor
FLR
$6.2B
| $100M | 0.02% |
2,145,689
+1,072,565
|
|
||
880
DaVita
DVA
$12.8B
| $100M | 0.02% |
650,548
+334,217
|
|
||
881
DraftKings
DKNG
$12.7B
| $99.9M | 0.02% |
4,619,538
+904,540
|
|
||
882
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.28B
| $99.9M | 0.02% |
1,066,146
-27,638
|
|
||
883
XPO
XPO
$24B
| $99.8M | 0.02% |
513,201
-659,557
|
|
||
884
Tri Pointe Homes
TPH
$4B
| $99.6M | 0.02% |
2,130,859
+1,740,860
|
|
||
885
Qorvo
QRVO
$7.94B
| $99.6M | 0.02% |
1,286,248
+1,012,514
|
|
||
886
RH
RH
$2.53B
| $99.4M | 0.02% |
710,733
+136,975
|
|
||
887
MKS Inc
MKSI
$21.2B
| $99.3M | 0.02% |
432,130
+108,417
|
|
||
888
WisdomTree US MidCap Dividend Fund
DON
$3.88B
| $98.9M | 0.02% |
1,883,131
+152,149
|
|
||
889
Viper Energy
VNOM
$9.09B
| $98.8M | 0.02% |
2,102,492
+752,140
|
|
||
890
AerCap
AER
$23.7B
| $98.8M | 0.02% |
720,099
-438,804
|
|
||
891
Bio-Rad Laboratories Class A
BIO
$6.81B
| $98.8M | 0.02% |
354,365
+138,179
|
|
||
|
TLN
892
Talen Energy Corp
TLN
$17.5B
| $98.6M | 0.02% |
308,744
+59,610
|
|
||
893
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.46B
| $98.3M | 0.02% |
4,811,172
+1,121,422
|
|
||
894
Tapestry
TPR
$27B
| $98.2M | 0.02% |
695,918
+180,964
|
|
||
895
Lithia Motors
LAD
$6.7B
| $98.1M | 0.02% |
392,768
+257,617
|
|
||
896
AvalonBay Communities
AVB
$25.6B
| $97.8M | 0.02% |
598,886
-103,773
|
|
||
897
Akamai
AKAM
$21.6B
| $97.8M | 0.02% |
851,644
-152,726
|
|
||
898
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
| $97.8M | 0.02% |
1,968,230
+50,609
|
|
||
899
Brookfield
BN
$105B
| $97.4M | 0.02% |
2,406,079
-68,972
|
|
||
900
Pinnacle West Capital
PNW
$12B
| $97.3M | 0.02% |
965,909
+541,523
|
|