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 | +$4.47B | |
| 2 | +$2.93B | |
| 3 | +$2.75B | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| 1 | +$1.44B | |
| 2 | +$919M | |
| 3 | +$851M | |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 9.94% |
| 3 | Industrials | 8.38% |
| 4 | Healthcare | 7.46% |
| 5 | Consumer Discretionary | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Travelers Companies
TRV
$65.3B
| $620M | 0.11% |
2,125,741
+350,985
|
|
||
177
Freeport-McMoran
FCX
$100B
| $618M | 0.11% |
10,521,274
-2,867,269
|
|
||
178
iShares Expanded Tech-Software Sector ETF
IGV
$14.6B
| $612M | 0.11% |
7,650,829
+6,337,039
|
|
||
|
AMRZ
179
Amrize Ltd
AMRZ
$30.1B
| $612M | 0.11% |
10,929,766
-2,536,040
|
|
||
180
Diamondback Energy
FANG
$53.5B
| $609M | 0.11% |
3,080,883
-290,338
|
|
||
181
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
| $607M | 0.11% |
10,185,848
+6,942,529
|
|
||
182
Automatic Data Processing
ADP
$89.9B
| $604M | 0.11% |
2,971,847
+599,584
|
|
||
183
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
| $603M | 0.11% |
5,441,235
+1,822,695
|
|
||
184
American Tower
AMT
$85.9B
| $602M | 0.11% |
3,488,057
-246,864
|
|
||
185
O'Reilly Automotive
ORLY
$74.8B
| $601M | 0.11% |
6,507,410
+376,509
|
|
||
186
Energy Transfer Partners
ET
$65.6B
| $598M | 0.11% |
30,973,018
-514,369
|
|
||
187
CME Group
CME
$96.8B
| $597M | 0.11% |
2,022,656
+140,840
|
|
||
188
Kinder Morgan
KMI
$70.5B
| $597M | 0.11% |
17,810,078
-351,971
|
|
||
189
Corning
GLW
$161B
| $596M | 0.11% |
4,380,405
+455,464
|
|
||
190
Air Products & Chemicals
APD
$62.9B
| $595M | 0.11% |
2,048,697
-632,788
|
|
||
191
Nasdaq
NDAQ
$51.7B
| $593M | 0.11% |
6,988,369
+3,138,962
|
|
||
192
Monolithic Power Systems
MPWR
$81B
| $591M | 0.1% |
540,413
+101,428
|
|
||
193
TransDigm Group
TDG
$71B
| $591M | 0.1% |
509,668
+45,159
|
|
||
194
3M
MMM
$82.6B
| $589M | 0.1% |
4,053,165
+1,382,510
|
|
||
195
CrowdStrike
CRWD
$176B
| $586M | 0.1% |
1,500,096
-25,428
|
|
||
196
Progressive
PGR
$120B
| $579M | 0.1% |
2,918,556
+789,813
|
|
||
197
SoFi Technologies
SOFI
$22B
| $578M | 0.1% |
36,417,201
+21,046,001
|
|
||
198
J.M. Smucker
SJM
$12.3B
| $578M | 0.1% |
5,989,033
+2,064,751
|
|
||
199
Phillips 66
PSX
$69.7B
| $574M | 0.1% |
3,149,505
+65,818
|
|
||
200
Constellation Energy
CEG
$93.9B
| $573M | 0.1% |
2,053,402
+144,177
|
|