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 | |
|---|---|---|---|---|---|---|
951
Onto Innovation
ONTO
$14.2B
| $90.1M | 0.02% |
439,435
+182,704
|
|
||
|
SARO
952
StandardAero Inc
SARO
$8.36B
| $89.7M | 0.02% |
3,472,938
+2,657,708
|
|
||
953
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
| $89.6M | 0.02% |
1,112,156
+94,365
|
|
||
954
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.28B
| $89.4M | 0.02% |
968,433
-3,447
|
|
||
955
Graco
GGG
$12.9B
| $89.4M | 0.02% |
1,055,994
+404,962
|
|
||
956
Vanguard FTSE Pacific ETF
VPL
$8.73B
| $89.4M | 0.02% |
914,299
+37,779
|
|
||
957
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.83B
| $89.3M | 0.02% |
3,524,978
+490,969
|
|
||
958
Blue Owl Capital
OWL
$7.14B
| $89.1M | 0.02% |
9,761,746
+5,803,551
|
|
||
959
H.B. Fuller
FUL
$3.34B
| $88.9M | 0.02% |
1,441,542
+333,281
|
|
||
960
Snap
SNAP
$10.1B
| $88.9M | 0.02% |
19,324,304
+7,011,846
|
|
||
961
CG Oncology
CGON
$6.13B
| $88.8M | 0.02% |
1,311,978
-611,768
|
|
||
962
PG&E
PCG
$35.4B
| $88.7M | 0.02% |
5,047,532
-681,104
|
|
||
963
Samsara
IOT
$17.3B
| $88.6M | 0.02% |
2,794,487
+1,547,303
|
|
||
964
Las Vegas Sands
LVS
$35.2B
| $88.3M | 0.02% |
1,638,765
+555,747
|
|
||
965
Agilent Technologies
A
$32.7B
| $87.9M | 0.02% |
771,583
-123,692
|
|
||
966
Nordson
NDSN
$15.8B
| $87.9M | 0.02% |
330,535
-102,449
|
|
||
967
Etsy
ETSY
$6.11B
| $87.9M | 0.02% |
1,759,396
-59,336
|
|
||
968
Manulife Financial
MFC
$66.8B
| $87.9M | 0.02% |
2,552,877
-1,463,353
|
|
||
969
PTC
PTC
$16.9B
| $87.8M | 0.02% |
616,362
+311,946
|
|
||
970
Frontline
FRO
$8.8B
| $87.6M | 0.02% |
2,512,285
+1,101,020
|
|
||
971
Permian Resources
PR
$16.5B
| $87.5M | 0.02% |
4,105,570
-2,455,062
|
|
||
972
Expeditors International
EXPD
$20.5B
| $87.4M | 0.02% |
610,118
-731,102
|
|
||
973
Evercore
EVR
$13.2B
| $87.3M | 0.02% |
292,605
-59,179
|
|
||
974
BJs Wholesale Club
BJ
$11.9B
| $87.2M | 0.02% |
885,885
+231,379
|
|
||
975
Lucid Motors
LCID
$2.47B
| $87.1M | 0.02% |
9,143,526
+1,466,254
|
|