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 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Universal Health Services
UHS
$11.8B
| $64.9M | 0.01% |
361,532
+222,357
| +160% | +$39.9M |
|
952
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.26B
| $64.8M | 0.01% |
3,270,804
-56,169
| -2% | -$1.11M |
|
953
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.97B
| $64.6M | 0.01% |
1,560,296
+190,247
| +14% | +$7.88M |
|
954
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.65B
| $64.6M | 0.01% |
1,113,635
+15,202
| +1% | +$882K |
|
955
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.32B
| $64.4M | 0.01% |
2,689,433
+439,015
| +20% | +$10.5M |
|
956
Sun Life Financial
SLF
$33B
| $64.4M | 0.01% |
1,085,572
+467,842
| +76% | +$27.8M |
|
957
Revvity
RVTY
$9.58B
| $64.4M | 0.01% |
576,828
+275,153
| +91% | +$30.7M |
|
958
Li Auto
LI
$24.3B
| $64.4M | 0.01% |
2,683,503
+2,205,359
| +461% | +$52.9M |
|
959
Haleon
HLN
$44B
| $64.2M | 0.01% |
6,728,886
+5,376,276
| +397% | +$51.3M |
|
960
Zimmer Biomet
ZBH
$20.3B
| $64.2M | 0.01% |
607,610
+70,445
| +13% | +$7.44M |
|
961
Shift4
FOUR
$5.87B
| $64.1M | 0.01% |
617,797
+501,719
| +432% | +$52.1M |
|
962
SPDR S&P Homebuilders ETF
XHB
$1.91B
| $64.1M | 0.01% |
613,354
+314,866
| +105% | +$32.9M |
|
963
Westlake Corp
WLK
$10.9B
| $63.9M | 0.01% |
557,560
+516,948
| +1,273% | +$59.3M |
|
964
Vanguard FTSE Pacific ETF
VPL
$7.92B
| $63.8M | 0.01% |
898,749
+10,313
| +1% | +$733K |
|
965
Host Hotels & Resorts
HST
$12.1B
| $63.8M | 0.01% |
3,644,088
+1,777,206
| +95% | +$31.1M |
|
966
Amdocs
DOX
$9.23B
| $63.7M | 0.01% |
748,417
+288,728
| +63% | +$24.6M |
|
967
Invesco
IVZ
$9.88B
| $63.5M | 0.01% |
3,632,451
+2,070,823
| +133% | +$36.2M |
|
968
Huntington Ingalls Industries
HII
$10.7B
| $63.3M | 0.01% |
335,234
+223,624
| +200% | +$42.3M |
|
|
SYFI
969
AB Short Duration High Yield ETF
SYFI
$821M
| $63.2M | 0.01% |
1,772,878
+716,368
| +68% | +$25.6M |
|
970
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4B
| $62.9M | 0.01% |
3,227,500
+333,705
| +12% | +$6.5M |
|
971
Range Resources
RRC
$8.3B
| $62.8M | 0.01% |
1,744,626
+1,046,613
| +150% | +$37.7M |
|
972
EPAM Systems
EPAM
$8.53B
| $62.7M | 0.01% |
268,349
+103,739
| +63% | +$24.3M |
|
973
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.33B
| $62.7M | 0.01% |
1,442,511
+50,893
| +4% | +$2.21M |
|
974
Roivant Sciences
ROIV
$9.4B
| $62.6M | 0.01% |
5,289,774
+4,779,042
| +936% | +$56.5M |
|
975
SPDR Portfolio Emerging Markets ETF
SPEM
$13.5B
| $62.5M | 0.01% |
1,627,987
+7,099
| +0.4% | +$272K |
|