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 |
UBS Group
UBS
|
$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$729M |
| 3 |
Union Pacific
UNP
|
$209M |
| 4 |
Alcon
ALC
|
$183M |
| 5 |
Linde
LIN
|
$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
$927M |
| 2 |
Apple
AAPL
|
$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$535M |
| 5 |
TSMC
TSM
|
$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard FTSE Europe ETF
VGK
$26.9B
| $188M | 0.07% |
3,089,921
+414,226
| +15% | +$25.2M |
|
227
Intuit
INTU
$188B
| $187M | 0.07% |
420,142
+134,369
| +47% | +$59.9M |
|
228
iShares Core Total USD Bond Market ETF
IUSB
$34.2B
| $185M | 0.07% |
4,009,685
+381,269
| +11% | +$17.6M |
|
229
KLA
KLAC
$119B
| $184M | 0.07% |
461,953
+128,872
| +39% | +$51.4M |
|
230
Crown Castle
CCI
$41.9B
| $182M | 0.07% |
1,358,498
-222,633
| -14% | -$29.8M |
|
231
iShares Treasury Floating Rate Bond ETF
TFLO
$6.71B
| $180M | 0.07% |
3,555,661
+741,754
| +26% | +$37.5M |
|
232
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.32B
| $180M | 0.07% |
3,753,740
+278,470
| +8% | +$13.3M |
|
233
General Mills
GIS
$27B
| $179M | 0.07% |
2,098,715
-936
| -0% | -$80K |
|
234
Edwards Lifesciences
EW
$47.5B
| $178M | 0.06% |
2,147,411
-162,808
| -7% | -$13.5M |
|
235
iShares Biotechnology ETF
IBB
$5.8B
| $176M | 0.06% |
1,360,196
-107,646
| -7% | -$13.9M |
|
236
Vanguard Small-Cap Growth ETF
VBK
$20.4B
| $175M | 0.06% |
809,795
-5,372
| -0.7% | -$1.16M |
|
237
International Flavors & Fragrances
IFF
$16.9B
| $175M | 0.06% |
1,903,532
+568,762
| +43% | +$52.3M |
|
238
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
| $175M | 0.06% |
2,983,055
-1,448,638
| -33% | -$84.8M |
|
239
KraneShares CSI China Internet ETF
KWEB
$8.55B
| $175M | 0.06% |
5,597,949
-1,454,955
| -21% | -$45.4M |
|
240
Duke Energy
DUK
$93.8B
| $174M | 0.06% |
1,805,914
+150,517
| +9% | +$14.5M |
|
|
ATVI
241
DELISTED
Activision Blizzard Inc.
ATVI
| $174M | 0.06% |
2,034,902
-201,184
| -9% | -$17.2M |
|
242
iShares US Technology ETF
IYW
$23.1B
| $174M | 0.06% |
1,874,557
-63,646
| -3% | -$5.91M |
|
243
iShares Russell 2000 Value ETF
IWN
$11.9B
| $174M | 0.06% |
1,269,329
+28,424
| +2% | +$3.89M |
|
244
Alibaba
BABA
$323B
| $174M | 0.06% |
1,700,326
-2,699,221
| -61% | -$276M |
|
245
Novartis
NVS
$251B
| $173M | 0.06% |
1,885,082
-199,411
| -10% | -$18.3M |
|
246
Gilead Sciences
GILD
$143B
| $173M | 0.06% |
2,087,778
-743,154
| -26% | -$61.7M |
|
247
First Trust Rising Dividend Achievers ETF
RDVY
$16.5B
| $172M | 0.06% |
3,838,557
-517,295
| -12% | -$23.2M |
|
248
ServiceNow
NOW
$190B
| $172M | 0.06% |
369,611
+20,212
| +6% | +$9.39M |
|
249
Vertex Pharmaceuticals
VRTX
$102B
| $171M | 0.06% |
542,145
-63,417
| -10% | -$20M |
|
250
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $171M | 0.06% |
2,945,052
+119,297
| +4% | +$6.92M |
|