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 | |
|---|---|---|---|---|---|---|
151
Microchip Technology
MCHP
$35.2B
| $624M | 0.11% | 8,869,404 -728,640 | -8% | -$51.3M |
|
152
Sherwin-Williams
SHW
$91.3B
| $622M | 0.11% | 1,812,580 -234,065 | -11% | -$80.4M |
|
153
Strategy Inc Common Stock Class A
MSTR
$96.1B
| $620M | 0.11% | 1,534,683 -646,506 | -30% | -$261M |
|
154
Nike
NKE
$115B
| $615M | 0.11% | 8,652,251 +1,378,580 | +19% | +$97.9M |
|
155
Energy Transfer Partners
ET
$60.6B
| $609M | 0.11% | 33,576,026 +524,400 | +2% | +$9.51M |
|
156
Newmont
NEM
$80.2B
| $605M | 0.1% | 10,379,028 +1,745,726 | +20% | +$102M |
|
157
Danaher
DHR
$147B
| $601M | 0.1% | 3,043,804 +76,928 | +3% | +$15.2M |
|
158
HCA Healthcare
HCA
$95.3B
| $599M | 0.1% | 1,564,282 +456,114 | +41% | +$175M |
|
159
EOG Resources
EOG
$67.9B
| $593M | 0.1% | 4,956,518 +439,672 | +10% | +$52.6M |
|
160
Vistra
VST
$66.6B
| $589M | 0.1% | 3,037,401 +76,805 | +3% | +$14.9M |
|
161
Kinder Morgan
KMI
$60B
| $584M | 0.1% | 19,868,839 +1,677,803 | +9% | +$49.3M |
|
162
Prologis
PLD
$105B
| $580M | 0.1% | 5,517,760 +408,397 | +8% | +$42.9M |
|
163
Pfizer
PFE
$140B
| $577M | 0.1% | 23,817,659 -1,232 | -0% | -$29.9K |
|
164
iShares Silver Trust
SLV
$19.6B
| $575M | 0.1% | 17,514,991 +5,475,510 | +45% | +$180M |
|
165
Stryker
SYK
$149B
| $574M | 0.1% | 1,449,838 -156,909 | -10% | -$62.1M |
|
166
Apollo Global Management
APO
$78B
| $573M | 0.1% | 4,042,136 +349,340 | +9% | +$49.6M |
|
167
Bristol-Myers Squibb
BMY
$95.4B
| $573M | 0.1% | 12,385,689 +2,753,268 | +29% | +$127M |
|
168
Spotify
SPOT
$142B
| $567M | 0.1% | 739,457 +169,086 | +30% | +$130M |
|
169
Howmet Aerospace
HWM
$71B
| $566M | 0.1% | 3,038,651 +227,405 | +8% | +$42.3M |
|
170
Capital One
COF
$145B
| $562M | 0.1% | 2,642,457 +925,226 | +54% | +$197M |
|
171
Zscaler
ZS
$43.7B
| $562M | 0.1% | 1,790,335 +253,958 | +17% | +$79.7M |
|
172
Altria Group
MO
$112B
| $554M | 0.1% | 9,451,763 -2,372,652 | -20% | -$139M |
|
173
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$28.4B
| $551M | 0.1% | 5,027,382 +434,969 | +9% | +$47.7M |
|
174
Freeport-McMoran
FCX
$63.7B
| $549M | 0.1% | 12,655,161 -1,094,698 | -8% | -$47.5M |
|
175
VanEck Gold Miners ETF
GDX
$18.6B
| $546M | 0.09% | 10,490,250 +91,435 | +0.9% | +$4.76M |
|