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 |
Tesla
TSLA
|
$470M |
| 3 |
Suncor Energy
SU
|
$467M |
| 4 |
Accenture
ACN
|
$413M |
| 5 |
Kenvue
KVUE
|
$385M |
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
$177B
| $739M | 0.13% |
7,220,026
-285,391
| -4% | -$29.2M |
|
127
AT&T
T
$212B
| $737M | 0.13% |
25,466,613
-2,020,627
| -7% | -$58.5M |
|
128
iShares MSCI USA Quality Factor ETF
QUAL
$54.6B
| $732M | 0.13% |
4,002,949
-329,597
| -8% | -$60.3M |
|
129
Western Digital
WDC
$31.4B
| $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
$122B
| $719M | 0.12% |
2,330,355
-226,217
| -9% | -$69.8M |
|
132
Williams Companies
WMB
$70.3B
| $711M | 0.12% |
11,320,489
-2,702,621
| -19% | -$170M |
|
133
Financial Select Sector SPDR Fund
XLF
$54.2B
| $700M | 0.12% |
13,366,264
-2,323,114
| -15% | -$122M |
|
134
iShares S&P 500 Value ETF
IVE
$41.2B
| $697M | 0.12% |
3,567,406
+8,662
| +0.2% | +$1.69M |
|
135
American Tower
AMT
$91.4B
| $696M | 0.12% |
3,150,463
-571,161
| -15% | -$126M |
|
136
Ferrari
RACE
$88.2B
| $694M | 0.12% |
1,414,722
+250,184
| +21% | +$123M |
|
137
Parker-Hannifin
PH
$95.9B
| $690M | 0.12% |
988,566
-699,517
| -41% | -$489M |
|
138
Emerson Electric
EMR
$74.9B
| $689M | 0.12% |
5,168,889
-1,265,975
| -20% | -$169M |
|
139
Ameriprise Financial
AMP
$48.3B
| $682M | 0.12% |
1,278,522
-86,423
| -6% | -$46.1M |
|
140
Lowe's Companies
LOW
$148B
| $680M | 0.12% |
3,067,047
+144,297
| +5% | +$32M |
|
141
Schlumberger
SLB
$53.7B
| $678M | 0.12% |
20,068,953
+2,342,788
| +13% | +$79.2M |
|
142
Marvell Technology
MRVL
$55.3B
| $677M | 0.12% |
8,742,268
+2,096,145
| +32% | +$162M |
|
143
GE Vernova
GEV
$163B
| $653M | 0.11% |
1,234,395
-213,390
| -15% | -$113M |
|
144
O'Reilly Automotive
ORLY
$89.1B
| $649M | 0.11% |
7,197,709
+272,404
| +4% | +$24.6M |
|
145
Vanguard Large-Cap ETF
VV
$44.7B
| $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
$71.6B
| $642M | 0.11% |
6,361,749
-498,034
| -7% | -$50.3M |
|
148
Philip Morris
PM
$251B
| $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
$48.7B
| $624M | 0.11% |
16,670,606
+12,465,500
| +296% | +$467M |
|