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 | |
|---|---|---|---|---|---|---|
1201
Chemours
CC
$3.46B
| $61M | 0.01% |
2,767,806
-817,393
|
|
||
1202
Toll Brothers
TOL
$13.1B
| $61M | 0.01% |
446,640
+58,231
|
|
||
1203
Sphere Entertainment
SPHR
$4.77B
| $60.9M | 0.01% |
518,971
+167,009
|
|
||
1204
A.O. Smith
AOS
$8.08B
| $60.8M | 0.01% |
921,583
-728,402
|
|
||
1205
Ionis Pharmaceuticals
IONS
$12.5B
| $60.7M | 0.01% |
808,443
-236,598
|
|
||
1206
Huazhu Hotels Group
HTHT
$14.5B
| $60.7M | 0.01% |
1,206,565
+371,188
|
|
||
1207
Invesco S&P 500 Revenue ETF
RWL
$8.81B
| $60.6M | 0.01% |
527,361
-14,008
|
|
||
1208
iShares ESG Aware MSCI EM ETF
ESGE
$7.09B
| $60.3M | 0.01% |
1,326,888
+48,703
|
|
||
1209
Park Hotels & Resorts
PK
$2.28B
| $60.1M | 0.01% |
5,704,771
+1,590,929
|
|
||
1210
Joby Aviation
JOBY
$10.7B
| $60M | 0.01% |
7,265,542
-359,104
|
|
||
1211
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.25B
| $59.8M | 0.01% |
500,648
+133,393
|
|
||
|
OKLO
1212
Oklo
OKLO
$12.6B
| $59.8M | 0.01% |
1,206,299
+203,219
|
|
||
1213
Schwab Fundamental US Large Company Index ETF
FNDX
$26.2B
| $59.8M | 0.01% |
2,145,776
-195,846
|
|
||
1214
Sony
SONY
$119B
| $59.7M | 0.01% |
2,885,032
+142,630
|
|
||
1215
Ally Financial
ALLY
$13.6B
| $59.7M | 0.01% |
1,522,087
-1,259,890
|
|
||
1216
Canadian Imperial Bank of Commerce
CM
$101B
| $59.7M | 0.01% |
629,981
+104,682
|
|
||
1217
Equity Lifestyle Properties
ELS
$12.3B
| $59.5M | 0.01% |
953,668
-509,325
|
|
||
1218
Carlisle Companies
CSL
$14.6B
| $59.5M | 0.01% |
178,328
-27,535
|
|
||
1219
Healthpeak Properties
DOC
$13.5B
| $59.4M | 0.01% |
3,618,083
+296,373
|
|
||
1220
Popular Inc
BPOP
$9.63B
| $59.4M | 0.01% |
442,883
-97,763
|
|
||
1221
Unity
U
$12.3B
| $59.3M | 0.01% |
2,701,908
+1,257,122
|
|
||
1222
Unum
UNM
$12.9B
| $59.3M | 0.01% |
811,472
-545,444
|
|
||
1223
PVH
PVH
$4.1B
| $59.1M | 0.01% |
846,846
+129,301
|
|
||
1224
Halozyme
HALO
$7.6B
| $59.1M | 0.01% |
914,003
-451,640
|
|
||
1225
Mohawk Industries
MHK
$6.33B
| $59M | 0.01% |
599,730
+372,662
|
|