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 | |
|---|---|---|---|---|---|---|
1026
Kimco Realty
KIM
$15.8B
| $80M | 0.01% |
3,561,896
-1,424,230
|
|
||
|
AAUC
1027
Allied Gold Corp
AAUC
$3.72B
| $79.5M | 0.01% |
2,562,471
-1,480,412
|
|
||
1028
Silicon Laboratories
SLAB
$7.17B
| $79.3M | 0.01% |
381,156
+123,474
|
|
||
1029
Braze
BRZE
$2.46B
| $79.3M | 0.01% |
3,357,549
+1,780,618
|
|
||
1030
Shake Shack
SHAK
$2.83B
| $79.2M | 0.01% |
894,666
-199,904
|
|
||
1031
Powell Industries
POWL
$11.3B
| $79.1M | 0.01% |
438,426
+144,264
|
|
||
1032
Repligen
RGEN
$6.96B
| $79M | 0.01% |
670,329
+321,941
|
|
||
1033
Dimensional US High Profitability ETF
DUHP
$11.5B
| $79M | 0.01% |
2,148,401
+206,184
|
|
||
1034
Factset
FDS
$8.15B
| $78.9M | 0.01% |
363,815
+173,160
|
|
||
1035
Alliant Energy
LNT
$18.5B
| $78.9M | 0.01% |
1,099,341
-51,058
|
|
||
1036
Celanese
CE
$6.27B
| $78.8M | 0.01% |
1,198,154
+455,573
|
|
||
1037
Woodward
WWD
$22B
| $78.7M | 0.01% |
219,746
-260,285
|
|
||
1038
Arcutis Biotherapeutics
ARQT
$2.65B
| $78.4M | 0.01% |
3,329,224
+85,792
|
|
||
1039
Hertz
HTZ
$1.91B
| $78.3M | 0.01% |
16,983,117
-229,103
|
|
||
1040
UL Solutions
ULS
$20.2B
| $78.2M | 0.01% |
912,714
+377,161
|
|
||
1041
EPAM Systems
EPAM
$5.18B
| $78.2M | 0.01% |
577,279
+405,077
|
|
||
1042
Henry Schein
HSIC
$8.07B
| $77.8M | 0.01% |
1,055,466
+484,967
|
|
||
1043
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.9B
| $77.8M | 0.01% |
1,734,305
+223,976
|
|
||
1044
Vaxcyte
PCVX
$7.65B
| $77.7M | 0.01% |
1,337,390
+243,797
|
|
||
|
VBIL
1045
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$6.68B
| $77.5M | 0.01% |
1,024,872
+467,461
|
|
||
1046
Schwab Fundamental International Large Company Index ETF
FNDF
$23.9B
| $77.5M | 0.01% |
1,583,101
+169,106
|
|
||
1047
Synaptics
SYNA
$4.85B
| $77.3M | 0.01% |
1,103,975
+451,364
|
|
||
1048
BorgWarner
BWA
$12.6B
| $77.1M | 0.01% |
1,420,570
-1,106,980
|
|
||
1049
Zeta Global
ZETA
$4.27B
| $76.8M | 0.01% |
4,821,693
+3,432,300
|
|
||
1050
California Resources
CRC
$5.23B
| $76.7M | 0.01% |
1,108,423
-362,667
|
|