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 |
O'Reilly Automotive
ORLY
|
$607M |
| 3 |
Tesla
TSLA
|
$470M |
| 4 |
Suncor Energy
SU
|
$467M |
| 5 |
Accenture
ACN
|
$413M |
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 | |
|---|---|---|---|---|---|---|
101
iShares China Large-Cap ETF
FXI
$6.71B
| $900M | 0.16% |
24,472,872
-821,737
| -3% | -$30.2M |
|
102
Intuit
INTU
$186B
| $894M | 0.15% |
1,134,602
+121,308
| +12% | +$95.5M |
|
103
iShares Russell 2000 ETF
IWM
$66.6B
| $883M | 0.15% |
4,093,561
-623,117
| -13% | -$134M |
|
104
Constellation Energy
CEG
$96B
| $874M | 0.15% |
2,706,772
+304,523
| +13% | +$98.3M |
|
105
Applied Materials
AMAT
$126B
| $873M | 0.15% |
4,766,535
-1,029,171
| -18% | -$188M |
|
106
Rockwell Automation
ROK
$38.6B
| $868M | 0.15% |
2,614,280
+218,584
| +9% | +$72.6M |
|
107
Quanta Services
PWR
$56.3B
| $858M | 0.15% |
2,268,675
-292,738
| -11% | -$111M |
|
108
TransDigm Group
TDG
$78.8B
| $846M | 0.15% |
556,399
+205,990
| +59% | +$313M |
|
109
Caterpillar
CAT
$196B
| $840M | 0.15% |
2,163,518
+129,794
| +6% | +$50.4M |
|
110
Energy Select Sector SPDR Fund
XLE
$27.7B
| $834M | 0.14% |
9,837,775
+449,368
| +5% | +$38.1M |
|
111
Charles Schwab
SCHW
$174B
| $826M | 0.14% |
9,053,713
-1,087,418
| -11% | -$99.2M |
|
112
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $819M | 0.14% |
13,650,187
-1,588,151
| -10% | -$95.3M |
|
113
CME Group
CME
$96B
| $805M | 0.14% |
2,919,981
-30,179
| -1% | -$8.32M |
|
114
ServiceNow
NOW
$189B
| $799M | 0.14% |
777,328
-161,460
| -17% | -$166M |
|
115
Alibaba
BABA
$330B
| $799M | 0.14% |
7,046,547
+2,855,773
| +68% | +$324M |
|
116
Air Products & Chemicals
APD
$65.5B
| $796M | 0.14% |
2,821,512
+267,873
| +10% | +$75.6M |
|
117
Mondelez International
MDLZ
$80B
| $776M | 0.13% |
11,511,726
+1,181,945
| +11% | +$79.7M |
|
118
Trane Technologies
TT
$92.5B
| $767M | 0.13% |
1,752,550
-235,099
| -12% | -$103M |
|
|
AMRZ
119
Amrize Ltd
AMRZ
$28.8B
| $766M | 0.13% |
+15,454,489
| New | +$766M |
|
120
Chubb
CB
$110B
| $764M | 0.13% |
2,635,906
-207,013
| -7% | -$60M |
|
121
Booking.com
BKNG
$181B
| $755M | 0.13% |
130,400
+301
| +0.2% | +$1.74M |
|
122
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $753M | 0.13% |
8,213,071
+1,454,298
| +22% | +$133M |
|
123
Progressive
PGR
$145B
| $750M | 0.13% |
2,808,866
-147,531
| -5% | -$39.4M |
|
124
Lockheed Martin
LMT
$106B
| $745M | 0.13% |
1,608,434
-214,975
| -12% | -$99.6M |
|
125
S&P Global
SPGI
$167B
| $744M | 0.13% |
1,411,153
-204,928
| -13% | -$108M |
|