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 | |
|---|---|---|---|---|---|---|
101
iShares China Large-Cap ETF
FXI
$6.8B
| $900M | 0.16% |
24,472,872
-821,737
|
|
||
102
Intuit
INTU
$182B
| $894M | 0.15% |
1,134,602
+121,308
|
|
||
103
iShares Russell 2000 ETF
IWM
$71.8B
| $883M | 0.15% |
4,093,561
-623,117
|
|
||
104
Constellation Energy
CEG
$126B
| $874M | 0.15% |
2,706,772
+304,523
|
|
||
105
Applied Materials
AMAT
$182B
| $873M | 0.15% |
4,766,535
-1,029,171
|
|
||
106
Rockwell Automation
ROK
$39.5B
| $868M | 0.15% |
2,614,280
+218,584
|
|
||
107
Quanta Services
PWR
$65.5B
| $858M | 0.15% |
2,268,675
-292,738
|
|
||
108
TransDigm Group
TDG
$70.4B
| $846M | 0.15% |
556,399
+205,990
|
|
||
109
Caterpillar
CAT
$251B
| $840M | 0.15% |
2,163,518
+129,794
|
|
||
110
Energy Select Sector SPDR Fund
XLE
$25.9B
| $834M | 0.14% |
9,837,775
+449,368
|
|
||
111
Charles Schwab
SCHW
$171B
| $826M | 0.14% |
9,053,713
-1,087,418
|
|
||
112
iShares Core MSCI Emerging Markets ETF
IEMG
$111B
| $819M | 0.14% |
13,650,187
-1,588,151
|
|
||
113
CME Group
CME
$96.4B
| $805M | 0.14% |
2,919,981
-30,179
|
|
||
114
ServiceNow
NOW
$187B
| $799M | 0.14% |
777,328
-161,460
|
|
||
115
Alibaba
BABA
$385B
| $799M | 0.14% |
7,046,547
+2,855,773
|
|
||
116
Air Products & Chemicals
APD
$57.3B
| $796M | 0.14% |
2,821,512
+267,873
|
|
||
117
Mondelez International
MDLZ
$79.7B
| $776M | 0.13% |
11,511,726
+1,181,945
|
|
||
118
Trane Technologies
TT
$94.4B
| $767M | 0.13% |
1,752,550
-235,099
|
|
||
|
AMRZ
119
Amrize Ltd
AMRZ
$26.9B
| $766M | 0.13% |
+15,454,489
|
|
||
120
Chubb
CB
$111B
| $764M | 0.13% |
2,635,906
-207,013
|
|
||
121
Booking.com
BKNG
$166B
| $755M | 0.13% |
130,400
+301
|
|
||
122
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $753M | 0.13% |
8,213,071
+1,454,298
|
|
||
123
Progressive
PGR
$132B
| $750M | 0.13% |
2,808,866
-147,531
|
|
||
124
Lockheed Martin
LMT
$117B
| $745M | 0.13% |
1,608,434
-214,975
|
|
||
125
S&P Global
SPGI
$148B
| $744M | 0.13% |
1,411,153
-204,928
|
|