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 |
AMRZ
Amrize Ltd
AMRZ
|
+$766M |
| 2 |
Tesla
TSLA
|
+$470M |
| 3 |
Suncor Energy
SU
|
+$467M |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 2 |
Apple
AAPL
|
+$1.35B |
| 3 |
UBS Group
UBS
|
+$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 | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
monday.com
MNDY
$9.66B
| $68.2M | 0.01% |
216,851
+4,565
| +2% | +$1.44M |
|
1002
LKQ Corp
LKQ
$8.26B
| $67.9M | 0.01% |
1,834,981
+528,144
| +40% | +$19.5M |
|
1003
Southern Copper
SCCO
$82.9B
| $67.7M | 0.01% |
675,537
+88,921
| +15% | +$8.91M |
|
1004
Sprouts Farmers Market
SFM
$13.1B
| $67.5M | 0.01% |
409,772
-81,983
| -17% | -$13.5M |
|
|
PARA
1005
DELISTED
Paramount Global Class B
PARA
| $67.1M | 0.01% |
5,201,908
+2,063,456
| +66% | +$26.6M |
|
|
GAP
1006
The Gap, Inc.
GAP
$8.93B
| $67M | 0.01% |
3,069,903
+66,771
| +2% | +$1.46M |
|
1007
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.85B
| $66.8M | 0.01% |
2,654,107
-240,480
| -8% | -$6.06M |
|
1008
Western Alliance Bancorporation
WAL
$9.8B
| $66.8M | 0.01% |
856,661
+344,871
| +67% | +$26.9M |
|
1009
SPDR Portfolio Emerging Markets ETF
SPEM
$13.5B
| $66.7M | 0.01% |
1,561,642
-30,253
| -2% | -$1.29M |
|
1010
Builders FirstSource
BLDR
$15.5B
| $66.6M | 0.01% |
570,774
-3,493
| -0.6% | -$408K |
|
1011
Kontoor Brands
KTB
$4.29B
| $66.5M | 0.01% |
1,008,338
+559,636
| +125% | +$36.9M |
|
1012
Graco
GGG
$14.1B
| $66.4M | 0.01% |
772,755
+57,945
| +8% | +$4.98M |
|
1013
BJs Wholesale Club
BJ
$12.8B
| $66.3M | 0.01% |
614,695
+58,665
| +11% | +$6.33M |
|
1014
HealthEquity
HQY
$7.88B
| $66.1M | 0.01% |
630,877
-20,183
| -3% | -$2.11M |
|
1015
Middleby
MIDD
$6.99B
| $66M | 0.01% |
458,048
+14,696
| +3% | +$2.12M |
|
1016
Nice
NICE
$8.77B
| $65.9M | 0.01% |
390,393
-225,882
| -37% | -$38.2M |
|
1017
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $65.5M | 0.01% |
2,368,869
+445,262
| +23% | +$12.3M |
|
1018
West Pharmaceutical
WST
$18.4B
| $65.4M | 0.01% |
299,118
+116,881
| +64% | +$25.6M |
|
1019
Capital Group US Multi-Sector Income ETF
CGMS
$3.23B
| $65.3M | 0.01% |
2,362,552
+245,858
| +12% | +$6.79M |
|
1020
ZIM Integrated Shipping Services
ZIM
$1.59B
| $65.2M | 0.01% |
4,054,008
-301,376
| -7% | -$4.85M |
|
1021
Allegion
ALLE
$14.6B
| $65.2M | 0.01% |
452,389
-272,759
| -38% | -$39.3M |
|
1022
Dick's Sporting Goods
DKS
$18.2B
| $65.1M | 0.01% |
328,977
-15,380
| -4% | -$3.04M |
|
1023
Ball Corp
BALL
$13.6B
| $65M | 0.01% |
1,159,634
-155,767
| -12% | -$8.74M |
|
1024
Guidewire Software
GWRE
$21.3B
| $64.9M | 0.01% |
275,736
-38,003
| -12% | -$8.95M |
|
1025
Haemonetics
HAE
$2.59B
| $64.9M | 0.01% |
869,789
+453,692
| +109% | +$33.8M |
|