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 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$835M |
| 5 |
Chevron
CVX
|
+$690M |
Sector Composition
| 1 | Technology | 22.2% |
| 2 | Financials | 11.43% |
| 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 | |
|---|---|---|---|---|---|---|
901
Nice
NICE
$6.95B
| $88.4M | 0.01% |
610,432
+220,039
|
|
||
902
Sprouts Farmers Market
SFM
$6.77B
| $88.2M | 0.01% |
810,254
+400,482
|
|
||
|
CNH
903
CNH Industrial
CNH
$14.9B
| $88.1M | 0.01% |
8,118,648
+390,982
|
|
||
|
JBTM
904
JBT Marel
JBTM
$8.6B
| $87.6M | 0.01% |
623,461
+416,799
|
|
||
905
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.51B
| $87.4M | 0.01% |
1,899,378
+20,170
|
|
||
906
Gentex
GNTX
$5.44B
| $87.3M | 0.01% |
3,083,670
-1,371,648
|
|
||
907
Commercial Metals
CMC
$9.17B
| $87.1M | 0.01% |
1,521,130
+448,083
|
|
||
908
iShares US Home Construction ETF
ITB
$3.01B
| $86.8M | 0.01% |
809,667
-175,220
|
|
||
909
Alaska Air
ALK
$6.49B
| $86.7M | 0.01% |
1,742,138
+470,114
|
|
||
910
WIX.com
WIX
$4.35B
| $86.3M | 0.01% |
485,983
+251,857
|
|
||
911
Takeda Pharmaceutical
TAK
$56B
| $86.3M | 0.01% |
5,893,969
+1,869,323
|
|
||
912
Skyworks Solutions
SWKS
$8.85B
| $86.2M | 0.01% |
1,119,544
-157,765
|
|
||
913
Tencent Music
TME
$24.4B
| $86M | 0.01% |
3,684,716
+884,806
|
|
||
914
MACOM Technology Solutions
MTSI
$16.1B
| $85.9M | 0.01% |
689,950
+161,859
|
|
||
915
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.13B
| $85.7M | 0.01% |
2,034,348
+492,497
|
|
||
916
Primoris Services
PRIM
$7.85B
| $85.7M | 0.01% |
623,764
+66,979
|
|
||
917
CG Oncology
CGON
$4.29B
| $85.6M | 0.01% |
2,126,270
-102,975
|
|
||
918
Planet Fitness
PLNT
$7.65B
| $85.6M | 0.01% |
824,395
+31,605
|
|
||
919
Ally Financial
ALLY
$13.4B
| $85.1M | 0.01% |
2,171,904
-1,366,557
|
|
||
920
PG&E
PCG
$35.7B
| $85M | 0.01% |
5,637,097
-3,867,902
|
|
||
921
Visteon
VC
$2.75B
| $84.7M | 0.01% |
706,878
-54,945
|
|
||
922
First Trust Dorsey Wright Focus 5 ETF
FV
$3.63B
| $84.5M | 0.01% |
1,365,398
-12,670
|
|
||
923
Domino's
DPZ
$13.6B
| $84.4M | 0.01% |
195,522
-147,686
|
|
||
924
Stride
LRN
$3.68B
| $84.3M | 0.01% |
565,793
-423,477
|
|
||
925
Molson Coors Class B
TAP
$10.1B
| $84M | 0.01% |
1,856,671
-119,340
|
|