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 |
SPDR S&P 500 ETF Trust
SPY
|
+$835M |
| 5 |
Chevron
CVX
|
+$690M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 11.4% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
926
Akamai
AKAM
$12.6B
| $84M | 0.01% |
1,108,619
+170,016
|
|
||
927
Bio-Techne
TECH
$8.95B
| $84M | 0.01% |
1,509,436
+517,050
|
|
||
928
DocuSign
DOCU
$13.5B
| $83.9M | 0.01% |
1,163,529
+266,826
|
|
||
929
Corpay
CPAY
$21.9B
| $83.9M | 0.01% |
291,158
-59,759
|
|
||
930
Canadian Natural Resources
CNQ
$65.1B
| $83.8M | 0.01% |
2,622,958
-2,810,438
|
|
||
931
Kimco Realty
KIM
$13.6B
| $83.7M | 0.01% |
3,831,707
+1,047,740
|
|
||
932
MGM Resorts International
MGM
$10.1B
| $83.6M | 0.01% |
2,412,794
-422,216
|
|
||
933
Affiliated Managers Group
AMG
$7.68B
| $83.5M | 0.01% |
350,212
+172,771
|
|
||
934
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.38B
| $83.4M | 0.01% |
4,233,655
+232,664
|
|
||
935
BioMarin Pharmaceuticals
BMRN
$9.95B
| $83.4M | 0.01% |
1,540,170
-155,423
|
|
||
936
BorgWarner
BWA
$9.52B
| $83.4M | 0.01% |
1,897,239
-647,739
|
|
||
937
Blue Owl Capital
OWL
$10.5B
| $83.4M | 0.01% |
4,925,376
+918,605
|
|
||
938
Rio Tinto
RIO
$123B
| $83.3M | 0.01% |
1,262,146
+49,086
|
|
||
|
QXO
939
QXO Inc
QXO
$14.4B
| $83.3M | 0.01% |
4,369,830
+2,294,961
|
|
||
940
VF Corp
VFC
$7.43B
| $83.2M | 0.01% |
5,766,944
-2,614,839
|
|
||
941
Guidewire Software
GWRE
$16.5B
| $83.2M | 0.01% |
361,766
+86,030
|
|
||
942
Lincoln Electric
LECO
$13.4B
| $82.9M | 0.01% |
351,683
-239,071
|
|
||
943
Ralph Lauren
RL
$22.4B
| $82.8M | 0.01% |
264,016
-50,701
|
|
||
944
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
| $82.4M | 0.01% |
1,759,644
+198,002
|
|
||
945
Lennox International
LII
$17.3B
| $82.2M | 0.01% |
155,283
+28,806
|
|
||
946
Universal Health Services
UHS
$13.9B
| $82.2M | 0.01% |
401,911
+132,842
|
|
||
947
Graco
GGG
$13.7B
| $82.1M | 0.01% |
966,070
+193,315
|
|
||
948
New Oriental
EDU
$8.72B
| $82.1M | 0.01% |
1,546,241
-313,457
|
|
||
949
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15B
| $82M | 0.01% |
1,433,358
-1,539
|
|
||
950
Nextpower Inc
NXT
$13.1B
| $82M | 0.01% |
1,107,829
+371,453
|
|