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 | +$1.26B | |
| 2 | +$745M | |
| 3 | +$725M | |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| 1 | +$1.87B | |
| 2 | +$1.41B | |
| 3 | +$1.16B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 8.16% |
| 4 | Industrials | 8.07% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Apollo Global Management
APO
$62.5B
| $527M | 0.1% |
3,638,108
-1,585,504
|
|
||
177
CVS Health
CVS
$99.6B
| $526M | 0.1% |
6,629,213
-973,527
|
|
||
178
Vertiv
VRT
$101B
| $521M | 0.1% |
3,216,365
-454,613
|
|
||
179
Energy Transfer Partners
ET
$64B
| $519M | 0.1% |
31,487,387
-2,652,268
|
|
||
180
Illinois Tool Works
ITW
$79.7B
| $518M | 0.1% |
2,101,383
+203,563
|
|
||
181
Stryker
SYK
$140B
| $517M | 0.1% |
1,471,970
+66,378
|
|
||
182
Newmont
NEM
$127B
| $516M | 0.1% |
5,170,183
-2,088,898
|
|
||
183
HCA Healthcare
HCA
$122B
| $516M | 0.1% |
1,105,776
-496,823
|
|
||
184
Travelers Companies
TRV
$65.6B
| $515M | 0.1% |
1,774,756
+89,159
|
|
||
185
CME Group
CME
$115B
| $514M | 0.1% |
1,881,816
-1,017,014
|
|
||
186
DoorDash
DASH
$76.7B
| $510M | 0.1% |
2,250,118
+1,563,284
|
|
||
187
Alcon
ALC
$39.9B
| $509M | 0.1% |
6,463,408
+229,922
|
|
||
188
McKesson
MCK
$115B
| $509M | 0.1% |
620,628
+39,702
|
|
||
189
Diamondback Energy
FANG
$51.6B
| $507M | 0.1% |
3,371,221
+553,073
|
|
||
190
ServiceNow
NOW
$128B
| $506M | 0.1% |
3,303,038
-447,522
|
|
||
191
VanEck Junior Gold Miners ETF
GDXJ
$10.7B
| $506M | 0.1% |
4,443,316
+1,301,864
|
|
||
192
Ameriprise Financial
AMP
$42.1B
| $501M | 0.1% |
1,022,408
-31,451
|
|
||
193
Kinder Morgan
KMI
$74.1B
| $499M | 0.1% |
18,162,049
-3,068,806
|
|
||
194
PACCAR
PCAR
$63.5B
| $498M | 0.1% |
4,548,861
+1,940,260
|
|
||
195
Vanguard FTSE All-World ex-US ETF
VEU
$57.9B
| $494M | 0.1% |
6,715,001
-108,284
|
|
||
196
Workday
WDAY
$39B
| $493M | 0.1% |
2,294,399
-770,554
|
|
||
197
Progressive
PGR
$121B
| $485M | 0.1% |
2,128,743
-224,204
|
|
||
198
EOG Resources
EOG
$70.6B
| $482M | 0.1% |
4,586,357
+13,325
|
|
||
199
Altria Group
MO
$112B
| $481M | 0.1% |
8,343,806
-1,997,893
|
|
||
200
Ferrari
RACE
$61.3B
| $480M | 0.1% |
1,299,950
-95,130
|
|