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 | |
|---|---|---|---|---|---|---|
976
ATI
ATI
$13.5B
| $71.4M | 0.01% |
826,959
+658,807
|
|
||
977
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.81B
| $71.3M | 0.01% |
2,812,232
+468,541
|
|
||
978
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.96B
| $71.2M | 0.01% |
1,232,585
+26,095
|
|
||
979
Visteon
VC
$2.87B
| $71.1M | 0.01% |
761,823
-172,294
|
|
||
980
NetEase
NTES
$88.7B
| $71M | 0.01% |
527,561
-15,868
|
|
||
981
Liberty Media Series C
FWONK
$24.7B
| $70.9M | 0.01% |
678,547
-464,015
|
|
||
982
Wynn Resorts
WYNN
$12.6B
| $70.8M | 0.01% |
755,852
+25,636
|
|
||
983
Rio Tinto
RIO
$115B
| $70.8M | 0.01% |
1,213,060
+129,535
|
|
||
984
Flex
FLEX
$22.2B
| $70.4M | 0.01% |
1,409,475
-978,113
|
|
||
985
Fox Class B
FOX
$26B
| $70.3M | 0.01% |
1,361,912
-1,485,960
|
|
||
986
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.87B
| $70.1M | 0.01% |
1,747,830
+84,746
|
|
||
987
Celestica
CLS
$35.8B
| $70M | 0.01% |
448,364
-336,285
|
|
||
988
Fabrinet
FN
$14.8B
| $70M | 0.01% |
237,501
+18,879
|
|
||
989
Conagra Brands
CAG
$8.35B
| $69.9M | 0.01% |
3,413,817
+98,473
|
|
||
990
DocuSign
DOCU
$13.6B
| $69.8M | 0.01% |
896,703
-291,990
|
|
||
991
Duolingo
DUOL
$8.56B
| $69.8M | 0.01% |
170,309
+46,736
|
|
||
992
Hilton Grand Vacations
HGV
$3.37B
| $69.8M | 0.01% |
1,680,619
-364,350
|
|
||
993
Omnicom Group
OMC
$13.9B
| $69.7M | 0.01% |
968,190
+251,308
|
|
||
994
Maplebear
CART
$10.8B
| $69.6M | 0.01% |
1,538,284
-315,541
|
|
||
995
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.77B
| $69.3M | 0.01% |
1,103,754
-836,439
|
|
||
996
Hess Midstream
HESM
$4.31B
| $68.9M | 0.01% |
1,788,627
+52,598
|
|
||
997
Albertsons Companies
ACI
$10B
| $68.8M | 0.01% |
3,200,742
-1,567,298
|
|
||
998
Kinross Gold
KGC
$30.7B
| $68.6M | 0.01% |
4,392,155
+407,957
|
|
||
999
Dimensional International Value ETF
DFIV
$14.2B
| $68.6M | 0.01% |
1,601,649
+18,175
|
|
||
1000
Meritage Homes
MTH
$4.7B
| $68.3M | 0.01% |
1,020,502
+733,391
|
|