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 | +$1.56B | |
| 2 | +$585M | |
| 3 | +$582M | |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 | +$660M | |
| 2 | +$549M | |
| 3 | +$513M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Apollo Global Management
APO
$73B
| $506M | 0.09% |
3,692,796
+904,084
|
|
||
177
3M
MMM
$81.7B
| $500M | 0.09% |
3,402,041
+607,551
|
|
||
178
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.2B
| $499M | 0.09% |
4,592,413
+299,943
|
|
||
179
Ferrari
RACE
$69.3B
| $498M | 0.09% |
1,164,538
+312,883
|
|
||
180
KLA
KLAC
$143B
| $496M | 0.09% |
729,333
+122,696
|
|
||
181
Chipotle Mexican Grill
CMG
$56B
| $493M | 0.09% |
9,827,834
+2,787,792
|
|
||
182
TransDigm Group
TDG
$69.7B
| $485M | 0.09% |
350,409
+31,913
|
|
||
183
Constellation Energy
CEG
$126B
| $484M | 0.09% |
2,402,249
+1,189,787
|
|
||
184
Cheniere Energy
LNG
$49.5B
| $483M | 0.09% |
2,086,213
+794,027
|
|
||
185
Colgate-Palmolive
CL
$62.7B
| $482M | 0.09% |
5,142,280
+700,788
|
|
||
186
Citigroup
C
$179B
| $479M | 0.09% |
6,747,101
+95,480
|
|
||
187
VanEck Gold Miners ETF
GDX
$23.6B
| $478M | 0.09% |
10,398,815
-107,896
|
|
||
188
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| $477M | 0.09% |
8,351,919
+683,479
|
|
||
189
Northrop Grumman
NOC
$87.2B
| $476M | 0.09% |
929,080
+299,686
|
|
||
190
Travelers Companies
TRV
$60.7B
| $469M | 0.09% |
1,774,438
+50,590
|
|
||
191
Microchip Technology
MCHP
$35.2B
| $465M | 0.09% |
9,598,044
+1,447,774
|
|
||
192
Nike
NKE
$101B
| $462M | 0.08% |
7,273,671
+727,320
|
|
||
193
Teleflex
TFX
$5.37B
| $458M | 0.08% |
3,317,796
+3,095,723
|
|
||
194
Fiserv
FI
$65.8B
| $455M | 0.08% |
2,061,344
-397,692
|
|
||
195
iShares Russell Mid-Cap ETF
IWR
$44.8B
| $455M | 0.08% |
5,350,815
-25,354
|
|
||
196
VanEck Semiconductor ETF
SMH
$34.8B
| $454M | 0.08% |
2,146,435
+384,609
|
|
||
197
Medtronic
MDT
$122B
| $454M | 0.08% |
5,050,965
+139,334
|
|
||
198
Waste Management
WM
$86.1B
| $452M | 0.08% |
1,950,513
-331,039
|
|
||
199
PACCAR
PCAR
$50B
| $450M | 0.08% |
4,621,401
+771,368
|
|
||
200
Enterprise Products Partners
EPD
$66B
| $449M | 0.08% |
13,162,019
+282,892
|
|