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 | +$766M | |
| 2 | +$470M | |
| 3 | +$467M | |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 | +$1.56B | |
| 2 | +$1.35B | |
| 3 | +$1.06B | |
| 4 |
NVIDIA
NVDA
|
+$827M |
| 5 |
Hewlett Packard
HPE
|
+$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Knight Transportation
KNX
$6.98B
| $74.4M | 0.01% |
1,681,248
+804,363
|
|
||
952
Core Scientific
CORZ
$4.63B
| $74.2M | 0.01% |
4,346,276
+260,434
|
|
||
953
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
| $73.7M | 0.01% |
606,911
-17,454
|
|
||
954
Waters Corp
WAT
$22.6B
| $73.6M | 0.01% |
210,976
+27,191
|
|
||
955
Yum China
YUMC
$16.7B
| $73.5M | 0.01% |
1,644,801
-717,090
|
|
||
956
Wabtec
WAB
$34.9B
| $73.5M | 0.01% |
351,256
-123,673
|
|
||
957
AerCap
AER
$23.3B
| $73.1M | 0.01% |
625,129
-92,562
|
|
||
958
Vanguard FTSE Pacific ETF
VPL
$8.24B
| $73.1M | 0.01% |
889,256
-7,632
|
|
||
959
Rubrik
RBRK
$14.1B
| $73.1M | 0.01% |
815,389
+439,441
|
|
||
960
Pentair
PNR
$17.1B
| $72.9M | 0.01% |
709,988
-645,783
|
|
||
961
FTAI Aviation
FTAI
$16.2B
| $72.9M | 0.01% |
633,543
-741,712
|
|
||
962
Crane Co
CR
$10.6B
| $72.6M | 0.01% |
382,216
+95,375
|
|
||
963
Steris
STE
$25.4B
| $72.5M | 0.01% |
301,902
-67,469
|
|
||
964
Lennox International
LII
$16.5B
| $72.5M | 0.01% |
126,477
-49,920
|
|
||
965
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.99B
| $72.4M | 0.01% |
1,817,663
-987,328
|
|
||
966
iShare MSCI Eurozone ETF
EZU
$8.06B
| $72.3M | 0.01% |
1,216,710
+5,619
|
|
||
967
Calamos Strategic Total Return Fund
CSQ
$2.98B
| $72.1M | 0.01% |
3,954,039
-173,015
|
|
||
968
Qorvo
QRVO
$7.85B
| $71.9M | 0.01% |
847,214
-81,720
|
|
||
969
Evergy
EVRG
$17.6B
| $71.9M | 0.01% |
1,042,865
-653,756
|
|
||
970
Commerce Bancshares
CBSH
$7.09B
| $71.8M | 0.01% |
1,155,095
-69,887
|
|
||
971
Essex Property Trust
ESS
$16.4B
| $71.8M | 0.01% |
253,236
-14,633
|
|
||
972
Trip.com Group
TCOM
$47.1B
| $71.6M | 0.01% |
1,221,328
+387,890
|
|
||
973
iShares US Medical Devices ETF
IHI
$4.38B
| $71.6M | 0.01% |
1,142,446
-76,431
|
|
||
974
Polaris
PII
$3.62B
| $71.4M | 0.01% |
1,756,818
+1,463,611
|
|
||
975
RH
RH
$2.8B
| $71.4M | 0.01% |
377,780
-26,358
|
|