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 | +$1.26B | |
| 2 | +$745M | |
| 3 | +$725M | |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| 1 | +$1.87B | |
| 2 | +$1.41B | |
| 3 | +$1.16B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 8.16% |
| 4 | Industrials | 8.07% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
876
Schwab US Large-Cap Growth ETF
SCHG
$49B
| $90.9M | 0.02% |
2,787,861
+627,864
|
|
||
877
Fidelity National Financial
FNF
$12.1B
| $90.9M | 0.02% |
1,664,396
+136,268
|
|
||
878
MakeMyTrip
MMYT
$3.86B
| $90.8M | 0.02% |
1,105,383
+534,807
|
|
||
879
Ormat Technologies
ORA
$6.64B
| $90.1M | 0.02% |
815,545
+186,730
|
|
||
880
W.P. Carey
WPC
$15.2B
| $90M | 0.02% |
1,398,432
-148,550
|
|
||
881
Pultegroup
PHM
$22.7B
| $89.8M | 0.02% |
766,106
-579,286
|
|
||
882
TC Energy
TRP
$66.5B
| $89.7M | 0.02% |
1,629,829
-8,340
|
|
||
883
Rocket Companies
RKT
$40.2B
| $89.7M | 0.02% |
4,630,717
-1,045,805
|
|
||
884
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.46B
| $89.6M | 0.02% |
1,917,621
+18,243
|
|
||
885
Rio Tinto
RIO
$140B
| $89.5M | 0.02% |
1,118,010
-144,136
|
|
||
886
WisdomTree US MidCap Dividend Fund
DON
$3.67B
| $89.3M | 0.02% |
1,730,982
-35,222
|
|
||
887
Equity Residential
EQR
$22.1B
| $89.3M | 0.02% |
1,416,642
-1,470,880
|
|
||
888
Telus
TU
$20.6B
| $89.2M | 0.02% |
6,770,447
+3,742,998
|
|
||
889
Shake Shack
SHAK
$3.66B
| $88.8M | 0.02% |
1,094,570
+238,613
|
|
||
890
Extra Space Storage
EXR
$27.8B
| $88.8M | 0.02% |
682,083
-312,970
|
|
||
891
Equity Lifestyle Properties
ELS
$12.2B
| $88.7M | 0.02% |
1,462,993
-789,610
|
|
||
892
Avantor
AVTR
$5.18B
| $88.6M | 0.02% |
7,731,643
+3,573,739
|
|
||
893
US Foods
USFD
$19.7B
| $88.5M | 0.02% |
1,174,860
-60,527
|
|
||
894
Hertz
HTZ
$1.29B
| $88.5M | 0.02% |
17,212,220
-4,748,924
|
|
||
895
Tenet Healthcare
THC
$17.7B
| $88.2M | 0.02% |
444,066
-47,766
|
|
||
896
State Street Materials Select Sector SPDR ETF
XLB
$6.22B
| $88.1M | 0.02% |
1,943,187
+194,455
|
|
||
897
Nutanix
NTNX
$10.7B
| $88.1M | 0.02% |
1,703,964
+228,971
|
|
||
898
Omnicom Group
OMC
$23.5B
| $88M | 0.02% |
1,090,250
-79,961
|
|
||
899
Akamai
AKAM
$16.6B
| $87.6M | 0.02% |
1,004,370
-104,249
|
|
||
|
TEM
900
Tempus AI
TEM
$8.78B
| $87.6M | 0.02% |
1,483,862
-701,766
|
|