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 | |
|---|---|---|---|---|---|---|
1276
AerCap
AER
$24.2B
| $50.3M | 0.01% |
416,040
-209,089
|
|
||
1277
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
| $50.3M | 0.01% |
345,512
-21,376
|
|
||
1278
Chemed
CHE
$6.07B
| $50.2M | 0.01% |
112,118
+57,201
|
|
||
1279
Lithia Motors
LAD
$8.33B
| $50.1M | 0.01% |
158,655
-141,641
|
|
||
1280
Arrow Electronics
ARW
$5.82B
| $50M | 0.01% |
413,519
+64,976
|
|
||
1281
Polaris
PII
$3.9B
| $50M | 0.01% |
860,059
-896,759
|
|
||
1282
Calix
CALX
$3.65B
| $49.6M | 0.01% |
807,820
-29,461
|
|
||
1283
Terex
TEX
$3.48B
| $49.5M | 0.01% |
964,495
+605,337
|
|
||
1284
First American
FAF
$6.56B
| $49.3M | 0.01% |
767,875
+154,956
|
|
||
1285
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.07B
| $49.3M | 0.01% |
2,416,195
-111,598
|
|
||
1286
Vanguard Long-Term Treasury ETF
VGLT
$9.98B
| $49.3M | 0.01% |
866,976
-229,102
|
|
||
1287
FS KKR Capital
FSK
$4.27B
| $49.3M | 0.01% |
3,300,094
+355,745
|
|
||
1288
Advanced Drainage Systems
WMS
$11.4B
| $49.1M | 0.01% |
353,914
+69,922
|
|
||
1289
Huazhu Hotels Group
HTHT
$14.9B
| $49M | 0.01% |
1,253,347
+612,120
|
|
||
1290
Petrobras
PBR
$75.8B
| $49M | 0.01% |
3,870,318
-728,492
|
|
||
1291
Global X MLP ETF
MLPA
$1.81B
| $49M | 0.01% |
1,011,022
-106,606
|
|
||
1292
HubSpot
HUBS
$19.9B
| $48.9M | 0.01% |
104,600
-89,999
|
|
||
1293
Eastman Chemical
EMN
$7.33B
| $48.9M | 0.01% |
775,334
-286,952
|
|
||
1294
Canadian National Railway
CNI
$59.9B
| $48.8M | 0.01% |
517,686
-305,708
|
|
||
1295
Thomson Reuters
TRI
$59.2B
| $48.8M | 0.01% |
314,245
-87,140
|
|
||
1296
Teleflex
TFX
$5.52B
| $48.8M | 0.01% |
398,646
-1,068,979
|
|
||
1297
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.8B
| $48.8M | 0.01% |
1,285,465
+148,140
|
|
||
1298
Applied Digital
APLD
$6.63B
| $48.7M | 0.01% |
2,122,830
+1,850,705
|
|
||
1299
H.B. Fuller
FUL
$3.27B
| $48.7M | 0.01% |
820,871
+548,017
|
|
||
1300
Moelis & Co
MC
$5.2B
| $48.6M | 0.01% |
681,668
+227,232
|
|