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 | |
|---|---|---|---|---|---|---|
201
JPMorgan Ultra-Short Income ETF
JPST
$34B
| $447M | 0.08% |
8,823,872
-557,405
|
|
||
202
General Dynamics
GD
$89.3B
| $445M | 0.08% |
1,631,210
+82,622
|
|
||
203
GE Vernova
GEV
$168B
| $442M | 0.08% |
1,447,785
+175,193
|
|
||
204
Southern Company
SO
$110B
| $440M | 0.08% |
4,790,415
-574,681
|
|
||
205
Duke Energy
DUK
$100B
| $440M | 0.08% |
3,607,500
+1,131,910
|
|
||
|
HES
206
DELISTED
Hess
HES
| $440M | 0.08% |
2,752,022
+1,495,324
|
|
||
207
Dell
DELL
$103B
| $440M | 0.08% |
4,822,328
+2,100,933
|
|
||
208
Mercado Libre
MELI
$104B
| $439M | 0.08% |
225,227
+82,202
|
|
||
209
McKesson
MCK
$98.5B
| $438M | 0.08% |
650,611
+63,416
|
|
||
210
Equinix
EQIX
$80.5B
| $436M | 0.08% |
534,520
+231,854
|
|
||
211
iShares MSCI Emerging Markets ETF
EEM
$20.5B
| $434M | 0.08% |
9,930,571
-2,059,764
|
|
||
212
Schwab US Dividend Equity ETF
SCHD
$70B
| $433M | 0.08% |
15,485,194
-490,089
|
|
||
213
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| $427M | 0.08% |
5,404,341
+73,621
|
|
||
214
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
| $423M | 0.08% |
5,114,951
-263,656
|
|
||
215
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
| $423M | 0.08% |
2,142,114
+355,743
|
|
||
216
Applovin
APP
$204B
| $422M | 0.08% |
1,593,982
-68,260
|
|
||
217
Welltower
WELL
$115B
| $422M | 0.08% |
2,756,160
+736,400
|
|
||
218
Vanguard Total Bond Market
BND
$138B
| $421M | 0.08% |
5,736,417
+891,686
|
|
||
219
Moody's
MCO
$85.8B
| $420M | 0.08% |
902,171
+247,066
|
|
||
220
Newmont
NEM
$103B
| $417M | 0.08% |
8,633,302
-5,948,620
|
|
||
221
Berkshire Hathaway Class A
BRK.A
$1.07T
| $415M | 0.08% |
520
+125
|
|
||
222
Schwab US Large- Cap ETF
SCHX
$60.9B
| $415M | 0.08% |
18,776,565
+2,020,190
|
|
||
223
Targa Resources
TRGP
$32.5B
| $413M | 0.08% |
2,059,859
-157,868
|
|
||
|
DFS
224
DELISTED
Discover Financial Services
DFS
| $412M | 0.08% |
2,416,137
+290,919
|
|
||
225
Marvell Technology
MRVL
$76.6B
| $409M | 0.08% |
6,646,123
+2,392,989
|
|