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 | |
|---|---|---|---|---|---|---|
926
International Paper
IP
$17.5B
| $94M | 0.02% |
2,633,743
-261,033
|
|
||
927
Plug Power
PLUG
$4.35B
| $94M | 0.02% |
41,593,479
+16,118,618
|
|
||
928
Insulet
PODD
$10.7B
| $93.6M | 0.02% |
445,939
+211,917
|
|
||
929
Vipshop
VIPS
$6.94B
| $93.2M | 0.02% |
5,927,858
+2,718,298
|
|
||
930
PTC Therapeutics
PTCT
$6.11B
| $93M | 0.02% |
1,364,768
+400,110
|
|
||
931
Choice Hotels
CHH
$4.85B
| $92.6M | 0.02% |
894,339
+499,200
|
|
||
932
Vail Resorts
MTN
$4.47B
| $92.6M | 0.02% |
721,278
+142,140
|
|
||
933
TopBuild
BLD
$12B
| $92.5M | 0.02% |
263,364
+41,716
|
|
||
934
Axsome Therapeutics
AXSM
$11.2B
| $92.5M | 0.02% |
547,195
+191,877
|
|
||
935
JD.com
JD
$41.2B
| $92.4M | 0.02% |
3,125,696
-1,320,928
|
|
||
936
Nucor
NUE
$51.8B
| $92.2M | 0.02% |
545,245
-35,611
|
|
||
937
Futu Holdings
FUTU
$20.3B
| $92M | 0.02% |
673,069
-99,080
|
|
||
938
TC Energy
TRP
$67.5B
| $91.7M | 0.02% |
1,464,688
-165,141
|
|
||
939
Valley National Bancorp
VLY
$7.43B
| $91.6M | 0.02% |
7,461,944
+2,884,643
|
|
||
940
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
| $91.5M | 0.02% |
390,904
-208,445
|
|
||
941
Invesco Ultra Short Duration ETF
GSY
$3.47B
| $91.5M | 0.02% |
1,824,646
+257,572
|
|
||
942
Plains GP Holdings
PAGP
$4.59B
| $91.2M | 0.02% |
3,754,120
+346,311
|
|
||
943
iShares MSCI United Kingdom ETF
EWU
$3.44B
| $91.1M | 0.02% |
1,999,143
+969,546
|
|
||
944
Huntington Ingalls Industries
HII
$12.5B
| $91.1M | 0.02% |
239,681
-169,303
|
|
||
945
Synchrony
SYF
$24.6B
| $91M | 0.02% |
1,337,923
-804,877
|
|
||
946
Eastman Chemical
EMN
$8.42B
| $90.8M | 0.02% |
1,189,864
+614,694
|
|
||
947
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
| $90.7M | 0.02% |
938,460
-168,026
|
|
||
948
Hyatt Hotels
H
$15.8B
| $90.7M | 0.02% |
630,819
+142,829
|
|
||
949
DuPont de Nemours
DD
$20.4B
| $90.7M | 0.02% |
1,979,743
+169,513
|
|
||
950
Kinetik
KNTK
$3.27B
| $90.3M | 0.02% |
1,864,683
+1,110,627
|
|