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 | +$1.08B | |
| 2 | +$643M | |
| 3 | +$588M | |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| 1 | +$1.51B | |
| 2 | +$1.13B | |
| 3 | +$976M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| 1 | Technology | 22.2% |
| 2 | Financials | 11.45% |
| 3 | Industrials | 8.31% |
| 4 | Consumer Discretionary | 8.01% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2326
First Watch Restaurant Group
FWRG
$701M
| $13M | ﹤0.01% |
828,335
+59,419
|
|
||
2327
Vodafone
VOD
$33.9B
| $12.9M | ﹤0.01% |
1,116,205
-635
|
|
||
2328
VanEck Agribusiness ETF
MOO
$1.07B
| $12.9M | ﹤0.01% |
175,120
+14,490
|
|
||
2329
SGHC Ltd
SGHC
$5.55B
| $12.9M | ﹤0.01% |
973,963
+693,903
|
|
||
2330
Bank of Hawaii
BOH
$2.92B
| $12.8M | ﹤0.01% |
195,454
+130,188
|
|
||
2331
Intapp
INTA
$1.94B
| $12.8M | ﹤0.01% |
313,301
+189,404
|
|
||
2332
Invesco Municipal Opportunity Trust
VMO
$637M
| $12.8M | ﹤0.01% |
1,323,395
-103,182
|
|
||
2333
Vista Energy
VIST
$7.48B
| $12.8M | ﹤0.01% |
371,650
+273,535
|
|
||
2334
Autohome
ATHM
$2.05B
| $12.8M | ﹤0.01% |
447,105
-1,720
|
|
||
2335
Innospec
IOSP
$1.68B
| $12.7M | ﹤0.01% |
165,047
+58,778
|
|
||
2336
Perimeter Solutions
PRM
$3.3B
| $12.7M | ﹤0.01% |
567,322
-220,391
|
|
||
2337
CorMedix
CRMD
$511M
| $12.7M | ﹤0.01% |
1,090,908
+814,964
|
|
||
2338
iShares MSCI Germany ETF
EWG
$1.48B
| $12.7M | ﹤0.01% |
304,428
-77,276
|
|
||
2339
Willis Lease Finance
WLFC
$1.2B
| $12.6M | ﹤0.01% |
92,194
+12,000
|
|
||
2340
CryoPort
CYRX
$406M
| $12.6M | ﹤0.01% |
1,331,521
+705,649
|
|
||
2341
GigaCloud Technology
GCT
$1.54B
| $12.6M | ﹤0.01% |
441,992
+252,934
|
|
||
2342
Gilat Satellite Networks
GILT
$1.27B
| $12.5M | ﹤0.01% |
963,547
+828,489
|
|
||
|
HBI
2343
DELISTED
Hanesbrands
HBI
| $12.5M | ﹤0.01% |
1,903,425
+279,775
|
|
||
2344
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.54B
| $12.5M | ﹤0.01% |
204,721
+57,646
|
|
||
2345
Udemy
UDMY
$653M
| $12.5M | ﹤0.01% |
1,786,371
+646,755
|
|
||
2346
AbCellera Biologics
ABCL
$1B
| $12.5M | ﹤0.01% |
2,489,200
-958,725
|
|
||
2347
State Street SPDR NYSE Technology ETF
XNTK
$1.48B
| $12.5M | ﹤0.01% |
45,986
+7,106
|
|
||
2348
Trinity Capital
TRIN
$1.2B
| $12.5M | ﹤0.01% |
806,897
+215,581
|
|
||
2349
Nuveen Municipal Credit Opportunities Fund
NMCO
$577M
| $12.4M | ﹤0.01% |
1,146,221
+12,140
|
|
||
2350
Sunstone Hotel Investors
SHO
$1.72B
| $12.4M | ﹤0.01% |
1,328,330
+722,323
|
|