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 | |
|---|---|---|---|---|---|---|
126
Constellation Energy
CEG
$112B
| $754M | 0.12% |
2,292,821
-413,951
|
|
||
127
Lowe's Companies
LOW
$136B
| $752M | 0.12% |
2,990,386
-76,661
|
|
||
128
iShares S&P 500 Value ETF
IVE
$47.3B
| $744M | 0.12% |
3,604,778
+37,372
|
|
||
|
129
Workday
WDAY
$58.5B
| $738M | 0.12% |
3,064,953
+2,150,538
|
|
||
130
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
| $728M | 0.11% |
7,929,237
-283,834
|
|
||
131
Parker-Hannifin
PH
$109B
| $725M | 0.11% |
956,812
-31,754
|
|
||
132
State Street Energy Select Sector SPDR ETF
XLE
$13.8B
| $722M | 0.11% |
8,078,336
-1,759,439
|
|
||
133
O'Reilly Automotive
ORLY
$79.6B
| $721M | 0.11% |
6,687,456
-510,253
|
|
||
134
Adobe
ADBE
$144B
| $721M | 0.11% |
2,042,952
-374,119
|
|
||
135
American Tower
AMT
$84.1B
| $707M | 0.11% |
3,676,113
+525,650
|
|
||
136
Prologis
PLD
$118B
| $702M | 0.11% |
6,131,362
+613,602
|
|
||
137
Intuit
INTU
$182B
| $699M | 0.11% |
1,024,129
-110,473
|
|
||
138
Lockheed Martin
LMT
$108B
| $698M | 0.11% |
1,398,448
-209,986
|
|
||
139
Apollo Global Management
APO
$83.5B
| $696M | 0.11% |
5,223,612
+1,181,476
|
|
||
140
Vanguard Large-Cap ETF
VV
$47.2B
| $695M | 0.11% |
2,257,283
+160
|
|
||
141
Sherwin-Williams
SHW
$79.6B
| $691M | 0.11% |
1,994,511
+181,931
|
|
||
142
ServiceNow
NOW
$177B
| $690M | 0.11% |
750,112
-27,216
|
|
||
143
Rockwell Automation
ROK
$45B
| $689M | 0.11% |
1,972,045
-642,235
|
|
||
144
Altria Group
MO
$97.7B
| $683M | 0.11% |
10,341,699
+889,936
|
|
||
145
HCA Healthcare
HCA
$111B
| $683M | 0.11% |
1,602,599
+38,317
|
|
||
146
Bloom Energy
BE
$25.9B
| $680M | 0.11% |
8,038,641
+4,314,048
|
|
||
147
Ferrari
RACE
$66.5B
| $677M | 0.11% |
1,395,080
-19,642
|
|
||
148
Air Products & Chemicals
APD
$51.4B
| $668M | 0.1% |
2,447,597
-373,915
|
|
||
149
iShares Gold Trust
IAU
$65.7B
| $666M | 0.1% |
9,148,055
+561,489
|
|
||
150
Williams Companies
WMB
$75.2B
| $664M | 0.1% |
10,484,951
-835,538
|
|