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 | |
|---|---|---|---|---|---|---|
126
Arista Networks
ANET
$180B
| $739M | 0.13% |
7,220,026
-285,391
|
|
||
127
AT&T
T
$186B
| $737M | 0.13% |
25,466,613
-2,020,627
|
|
||
128
iShares MSCI USA Quality Factor ETF
QUAL
$53.2B
| $732M | 0.13% |
4,002,949
-329,597
|
|
||
129
Western Digital
WDC
$41.3B
| $731M | 0.13% |
11,427,216
-5,662,033
|
|
||
130
KLA
KLAC
$143B
| $730M | 0.13% |
814,599
+85,266
|
|
||
131
Automatic Data Processing
ADP
$115B
| $719M | 0.12% |
2,330,355
-226,217
|
|
||
132
Williams Companies
WMB
$77.9B
| $711M | 0.12% |
11,320,489
-2,702,621
|
|
||
133
Financial Select Sector SPDR Fund
XLF
$54.8B
| $700M | 0.12% |
13,366,264
-2,323,114
|
|
||
134
iShares S&P 500 Value ETF
IVE
$41.8B
| $697M | 0.12% |
3,567,406
+8,662
|
|
||
135
American Tower
AMT
$89B
| $696M | 0.12% |
3,150,463
-571,161
|
|
||
136
Ferrari
RACE
$69.3B
| $694M | 0.12% |
1,414,722
+250,184
|
|
||
137
Parker-Hannifin
PH
$93.4B
| $690M | 0.12% |
988,566
-699,517
|
|
||
138
Emerson Electric
EMR
$73.3B
| $689M | 0.12% |
5,168,889
-1,265,975
|
|
||
139
Ameriprise Financial
AMP
$45.4B
| $682M | 0.12% |
1,278,522
-86,423
|
|
||
140
Lowe's Companies
LOW
$135B
| $680M | 0.12% |
3,067,047
+144,297
|
|
||
141
SLB Limited
SLB
$48.7B
| $678M | 0.12% |
20,068,953
+2,342,788
|
|
||
142
Marvell Technology
MRVL
$76.6B
| $677M | 0.12% |
8,742,268
+2,096,145
|
|
||
143
GE Vernova
GEV
$168B
| $653M | 0.11% |
1,234,395
-213,390
|
|
||
144
O'Reilly Automotive
ORLY
$86.6B
| $649M | 0.11% |
7,197,709
+272,404
|
|
||
145
Vanguard Large-Cap ETF
VV
$46.1B
| $644M | 0.11% |
2,257,123
+32,332
|
|
||
146
T-Mobile US
TMUS
$255B
| $642M | 0.11% |
2,696,351
-546,993
|
|
||
147
United Parcel Service
UPS
$71.3B
| $642M | 0.11% |
6,361,749
-498,034
|
|
||
148
Philip Morris
PM
$246B
| $637M | 0.11% |
3,499,169
-566,424
|
|
||
149
Industrial Select Sector SPDR Fund
XLI
$23.6B
| $626M | 0.11% |
4,246,295
-1,130,996
|
|
||
150
Suncor Energy
SU
$47.4B
| $624M | 0.11% |
16,670,606
+12,465,500
|
|