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 | |
|---|---|---|---|---|---|---|
126
Arista Networks
ANET
$172B
| $739M | 0.13% | 7,220,026 -285,391 | -4% | -$29.2M |
|
127
AT&T
T
$209B
| $737M | 0.13% | 25,466,613 -2,020,627 | -7% | -$58.5M |
|
128
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $732M | 0.13% | 4,002,949 -329,597 | -8% | -$60.3M |
|
129
Western Digital
WDC
$27.9B
| $731M | 0.13% | 11,427,216 -5,662,033 | -33% | -$362M |
|
130
KLA
KLAC
$115B
| $730M | 0.13% | 814,599 +85,266 | +12% | +$76.4M |
|
131
Automatic Data Processing
ADP
$123B
| $719M | 0.12% | 2,330,355 -226,217 | -9% | -$69.8M |
|
132
Williams Companies
WMB
$70.7B
| $711M | 0.12% | 11,320,489 -2,702,621 | -19% | -$170M |
|
133
Financial Select Sector SPDR Fund
XLF
$53.2B
| $700M | 0.12% | 13,366,264 -2,323,114 | -15% | -$122M |
|
134
iShares S&P 500 Value ETF
IVE
$41.1B
| $697M | 0.12% | 3,567,406 +8,662 | +0.2% | +$1.69M |
|
135
American Tower
AMT
$95.5B
| $696M | 0.12% | 3,150,463 -571,161 | -15% | -$126M |
|
136
Ferrari
RACE
$85B
| $694M | 0.12% | 1,414,722 +250,184 | +21% | +$123M |
|
137
Parker-Hannifin
PH
$96.2B
| $690M | 0.12% | 988,566 -699,517 | -41% | -$489M |
|
138
Emerson Electric
EMR
$74.3B
| $689M | 0.12% | 5,168,889 -1,265,975 | -20% | -$169M |
|
139
Ameriprise Financial
AMP
$48.5B
| $682M | 0.12% | 1,278,522 -86,423 | -6% | -$46.1M |
|
140
Lowe's Companies
LOW
$145B
| $680M | 0.12% | 3,067,047 +144,297 | +5% | +$32M |
|
141
Schlumberger
SLB
$55B
| $678M | 0.12% | 20,068,953 +2,342,788 | +13% | +$79.2M |
|
142
Marvell Technology
MRVL
$54.2B
| $677M | 0.12% | 8,742,268 +2,096,145 | +32% | +$162M |
|
143
GE Vernova
GEV
$167B
| $653M | 0.11% | 1,234,395 -213,390 | -15% | -$113M |
|
|
144
O'Reilly Automotive
ORLY
$88B
| $649M | 0.11% | 7,197,709 +6,736,022 | +1,459% | +$607M |
|
145
Vanguard Large-Cap ETF
VV
$44.5B
| $644M | 0.11% | 2,257,123 +32,332 | +1% | +$9.22M |
|
146
T-Mobile US
TMUS
$284B
| $642M | 0.11% | 2,696,351 -546,993 | -17% | -$130M |
|
147
United Parcel Service
UPS
$74.1B
| $642M | 0.11% | 6,361,749 -498,034 | -7% | -$50.3M |
|
148
Philip Morris
PM
$260B
| $637M | 0.11% | 3,499,169 -566,424 | -14% | -$103M |
|
149
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $626M | 0.11% | 4,246,295 -1,130,996 | -21% | -$167M |
|
|
150
Suncor Energy
SU
$50.1B
| $624M | 0.11% | 16,670,606 +12,465,500 | +296% | +$467M |
|