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 | |
|---|---|---|---|---|---|---|
901
Sterling Infrastructure
STRL
$25.9B
| $97.3M | 0.02% |
238,806
+9,521
|
|
||
902
Crown Holdings
CCK
$11.3B
| $96.9M | 0.02% |
967,059
-427,297
|
|
||
|
Q
903
Qnity Electronics Inc
Q
$30.9B
| $96.7M | 0.02% |
838,369
-636,395
|
|
||
904
Columbia Banking Systems
COLB
$8.7B
| $96.7M | 0.02% |
3,525,562
-738,362
|
|
||
905
First Trust Managed Municipal ETF
FMB
$2.01B
| $96.5M | 0.02% |
1,904,095
+67,127
|
|
||
906
Apogee Therapeutics
APGE
$6.26B
| $96.3M | 0.02% |
1,144,328
+169,502
|
|
||
907
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.46B
| $96.2M | 0.02% |
841,917
-26,808
|
|
||
908
SiteOne Landscape Supply
SITE
$5.36B
| $96.2M | 0.02% |
722,378
+498,567
|
|
||
909
Biogen
BIIB
$28.6B
| $96M | 0.02% |
523,450
-118,338
|
|
||
910
Stanley Black & Decker
SWK
$12.6B
| $96M | 0.02% |
1,350,368
+26,382
|
|
||
|
VG
911
Venture Global Inc
VG
$28.4B
| $95.9M | 0.02% |
6,087,037
-192,561
|
|
||
912
Rubrik
RBRK
$12.8B
| $95.7M | 0.02% |
1,955,045
+1,316,366
|
|
||
913
Otis Worldwide
OTIS
$28.7B
| $95.6M | 0.02% |
1,240,822
-672,209
|
|
||
914
Southwest Airlines
LUV
$20.2B
| $95.6M | 0.02% |
2,543,380
-4,921,689
|
|
||
915
Schwab US Large-Cap Growth ETF
SCHG
$57.7B
| $95.4M | 0.02% |
3,274,722
+486,861
|
|
||
916
Packaging Corp of America
PKG
$20B
| $95.4M | 0.02% |
449,481
-318,977
|
|
||
917
Dillards
DDS
$8.8B
| $95.4M | 0.02% |
166,707
+98,812
|
|
||
918
Fox Class A
FOXA
$26.8B
| $95.1M | 0.02% |
1,628,362
+40,413
|
|
||
919
DTE Energy
DTE
$29.2B
| $95.1M | 0.02% |
650,195
+210,141
|
|
||
920
Westlake Corp
WLK
$12B
| $94.8M | 0.02% |
811,266
+163,254
|
|
||
921
Clorox
CLX
$11.1B
| $94.8M | 0.02% |
914,364
+63,550
|
|
||
922
Nokia
NOK
$71.6B
| $94.7M | 0.02% |
11,778,241
-4,546,511
|
|
||
923
Equity Residential
EQR
$24.6B
| $94.5M | 0.02% |
1,598,436
+181,794
|
|
||
924
Aramark
ARMK
$11.8B
| $94.4M | 0.02% |
2,327,604
+324,701
|
|
||
925
Shift4
FOUR
$3.38B
| $94.1M | 0.02% |
2,150,968
+71,259
|
|