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 | +$1.26B | |
| 2 | +$745M | |
| 3 | +$725M | |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| 1 | +$1.87B | |
| 2 | +$1.41B | |
| 3 | +$1.16B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 8.16% |
| 4 | Industrials | 8.07% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Gold Trust
IAU
$82.5B
| $727M | 0.14% |
8,957,847
-190,208
|
|
||
127
Deere & Co
DE
$162B
| $726M | 0.14% |
1,559,625
-321,565
|
|
||
128
Kenvue
KVUE
$34.8B
| $720M | 0.14% |
41,751,972
+17,598,457
|
|
||
129
Accenture
ACN
$129B
| $718M | 0.14% |
2,677,107
-1,689,536
|
|
||
130
CrowdStrike
CRWD
$109B
| $715M | 0.14% |
1,525,524
-21,543
|
|
||
|
131
TotalEnergies
TTE
$171B
| $714M | 0.14% |
10,909,018
+10,108,634
|
|
||
132
United Parcel Service
UPS
$84.9B
| $711M | 0.14% |
7,163,038
-351,762
|
|
||
|
MRSH
133
Marsh
MRSH
$87.1B
| $703M | 0.14% |
3,787,465
-467,905
|
|
||
134
Vanguard Large-Cap ETF
VV
$46.9B
| $694M | 0.14% |
2,206,100
-51,183
|
|
||
135
Walt Disney
DIS
$180B
| $687M | 0.14% |
6,038,312
-790,088
|
|
||
136
Freeport-McMoran
FCX
$86.9B
| $680M | 0.13% |
13,388,543
-2,674,073
|
|
||
137
Starbucks
SBUX
$114B
| $678M | 0.13% |
8,056,871
-2,427,630
|
|
||
138
Constellation Energy
CEG
$117B
| $674M | 0.13% |
1,909,225
-383,596
|
|
||
139
Snowflake
SNOW
$62.6B
| $671M | 0.13% |
3,056,974
+1,091,371
|
|
||
140
Air Products & Chemicals
APD
$61.1B
| $662M | 0.13% |
2,681,485
+233,888
|
|
||
141
Citigroup
C
$186B
| $659M | 0.13% |
5,650,015
-710,377
|
|
||
142
Sea Limited
SE
$53.3B
| $657M | 0.13% |
5,153,194
+1,762,303
|
|
||
143
Lowe's Companies
LOW
$140B
| $657M | 0.13% |
2,723,694
-266,692
|
|
||
144
American Tower
AMT
$87B
| $656M | 0.13% |
3,734,921
+58,808
|
|
||
145
KLA
KLAC
$187B
| $654M | 0.13% |
538,281
-35,536
|
|
||
146
iShares Silver Trust
SLV
$44.6B
| $653M | 0.13% |
10,129,450
+2,712,260
|
|
||
147
Danaher
DHR
$141B
| $648M | 0.13% |
2,832,765
+115,641
|
|
||
148
Capital One
COF
$116B
| $648M | 0.13% |
2,671,950
-147,342
|
|
||
149
Oneok
OKE
$54.1B
| $646M | 0.13% |
8,791,089
+2,438,063
|
|
||
150
Prologis
PLD
$126B
| $646M | 0.13% |
5,059,057
-1,072,305
|
|