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 | +$1.12B | |
| 2 | +$679M | |
| 3 | +$574M | |
| 4 |
Medtronic
MDT
|
+$523M |
| 5 |
Workday
WDAY
|
+$518M |
Top Sells
| 1 | +$1.62B | |
| 2 | +$1.44B | |
| 3 | +$1.1B | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$835M |
| 5 |
Chevron
CVX
|
+$690M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 11.4% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
GE Vernova
GEV
$171B
| $865M | 0.14% |
1,406,151
+171,756
|
|
||
102
Deere & Co
DE
$128B
| $860M | 0.13% |
1,881,190
-412,356
|
|
||
103
Marsh & McLennan
MMC
$89.1B
| $858M | 0.13% |
4,255,370
-284,339
|
|
||
104
VanEck Gold Miners ETF
GDX
$23.8B
| $837M | 0.13% |
10,951,165
+460,915
|
|
||
105
Wells Fargo
WFC
$282B
| $834M | 0.13% |
9,947,879
-1,819,357
|
|
||
106
PepsiCo
PEP
$198B
| $833M | 0.13% |
5,927,836
-1,040,699
|
|
||
107
Mondelez International
MDLZ
$70.9B
| $825M | 0.13% |
13,200,126
+1,688,400
|
|
||
108
Intuitive Surgical
ISRG
$204B
| $823M | 0.13% |
1,840,584
+157,576
|
|
||
109
Applied Materials
AMAT
$214B
| $823M | 0.13% |
4,018,232
-748,303
|
|
||
110
State Street Financial Select Sector SPDR ETF
XLF
$52.2B
| $817M | 0.13% |
15,169,574
+1,803,310
|
|
||
111
Strategy Inc
MSTR
$51.4B
| $813M | 0.13% |
2,522,401
+987,718
|
|
||
112
S&P Global
SPGI
$151B
| $800M | 0.13% |
1,643,856
+232,703
|
|
||
|
AMRZ
113
Amrize Ltd
AMRZ
$30.3B
| $798M | 0.13% |
16,447,777
+993,288
|
|
||
114
SLB Ltd
SLB
$57.5B
| $793M | 0.12% |
23,084,831
+3,015,878
|
|
||
115
AT&T
T
$179B
| $792M | 0.12% |
28,057,651
+2,591,038
|
|
||
116
Analog Devices
ADI
$138B
| $792M | 0.12% |
3,222,643
-1,851,000
|
|
||
117
Trane Technologies
TT
$89B
| $788M | 0.12% |
1,867,024
+114,474
|
|
||
118
Caterpillar
CAT
$282B
| $785M | 0.12% |
1,646,018
-517,500
|
|
||
119
CME Group
CME
$97.7B
| $783M | 0.12% |
2,898,830
-21,151
|
|
||
120
Walt Disney
DIS
$188B
| $782M | 0.12% |
6,828,400
-767,238
|
|
||
121
Marvell Technology
MRVL
$83.9B
| $775M | 0.12% |
9,224,221
+481,953
|
|
||
122
Automatic Data Processing
ADP
$106B
| $769M | 0.12% |
2,619,346
+288,991
|
|
||
123
iShares MSCI USA Quality Factor ETF
QUAL
$48.4B
| $761M | 0.12% |
3,910,245
-92,704
|
|
||
124
CrowdStrike
CRWD
$128B
| $759M | 0.12% |
1,547,067
-341,746
|
|
||
125
Philip Morris
PM
$230B
| $758M | 0.12% |
4,672,152
+1,172,983
|
|