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 | +$1.12B | |
| 2 | +$679M | |
| 3 | +$574M | |
| 4 |
Medtronic
MDT
|
+$523M |
| 5 |
Workday
WDAY
|
+$518M |
Top Sells
| 1 | +$1.62B | |
| 2 | +$1.44B | |
| 3 | +$1.1B | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$835M |
| 5 |
Chevron
CVX
|
+$690M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 11.4% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Bristol-Myers Squibb
BMY
$103B
| $481M | 0.08% |
10,656,758
-1,728,931
|
|
||
|
SW
202
Smurfit Westrock
SW
$18.4B
| $478M | 0.08% |
11,240,153
+8,218,351
|
|
||
203
Warner Bros
WBD
$70B
| $478M | 0.07% |
24,497,118
-2,664,214
|
|
||
204
Crown Castle
CCI
$39.3B
| $475M | 0.07% |
4,922,396
+2,270,341
|
|
||
205
Southern Company
SO
$94.1B
| $474M | 0.07% |
4,998,991
+827,131
|
|
||
206
Amphenol
APH
$170B
| $472M | 0.07% |
3,810,163
-75,488
|
|
||
207
Colgate-Palmolive
CL
$62.1B
| $471M | 0.07% |
5,889,015
+1,493,158
|
|
||
208
Travelers Companies
TRV
$62.3B
| $471M | 0.07% |
1,685,597
-340,680
|
|
||
209
Ferrovial SE
FER
$47.6B
| $466M | 0.07% |
7,946,190
-532,432
|
|
||
210
Alcon
ALC
$38.6B
| $464M | 0.07% |
6,233,486
+345,798
|
|
||
211
Oneok
OKE
$47.2B
| $464M | 0.07% |
6,353,026
+969,741
|
|
||
212
Jabil
JBL
$24.4B
| $462M | 0.07% |
2,126,953
+930,933
|
|
||
213
JPMorgan Ultra-Short Income ETF
JPST
$35.3B
| $453M | 0.07% |
8,938,318
-387,947
|
|
||
214
Howmet Aerospace
HWM
$77B
| $452M | 0.07% |
2,304,453
-734,198
|
|
||
215
Vanguard Total Bond Market
BND
$144B
| $452M | 0.07% |
6,072,462
+315,405
|
|
||
216
Waste Management
WM
$84.3B
| $452M | 0.07% |
2,044,872
-118,971
|
|
||
217
McKesson
MCK
$98.1B
| $449M | 0.07% |
580,926
-93,553
|
|
||
218
Charter Communications
CHTR
$26.5B
| $444M | 0.07% |
1,615,283
+670,566
|
|
||
219
Digital Realty Trust
DLR
$55.9B
| $444M | 0.07% |
2,569,864
+422,206
|
|
||
220
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.3B
| $444M | 0.07% |
4,248,155
-14,623
|
|
||
221
Snowflake
SNOW
$76.2B
| $443M | 0.07% |
1,965,603
-130,413
|
|
||
222
Robinhood
HOOD
$122B
| $441M | 0.07% |
3,082,765
-63,576
|
|
||
223
Simon Property Group
SPG
$59.1B
| $441M | 0.07% |
2,350,567
+1,187,772
|
|
||
224
Vanguard Mega Cap Growth ETF
MGK
$32.8B
| $439M | 0.07% |
1,090,923
+122,275
|
|
||
225
Berkshire Hathaway Class A
BRK.A
$1.06T
| $437M | 0.07% |
579
+80
|
|