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
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$567M |
| 2 |
Invesco QQQ Trust
QQQ
|
$539M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$331M |
| 4 |
Tesla
TSLA
|
$322M |
| 5 |
Amazon
AMZN
|
$269M |
Sector Composition
| 1 | Technology | 14.17% |
| 2 | Financials | 8.68% |
| 3 | Healthcare | 8.49% |
| 4 | Consumer Discretionary | 6.5% |
| 5 | Industrials | 5.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Stellantis
STLA
$26.2B
| $122M | 0.05% |
10,320,541
+244,733
| +2% | +$2.9M |
|
277
Uber
UBER
$190B
| $122M | 0.05% |
4,593,145
-410,072
| -8% | -$10.9M |
|
278
FedEx
FDX
$53.7B
| $122M | 0.05% |
818,619
-29,206
| -3% | -$4.34M |
|
279
Ferguson
FERG
$47.8B
| $121M | 0.05% |
1,177,002
-398,886
| -25% | -$41.1M |
|
280
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.22B
| $120M | 0.05% |
1,911,104
+59,436
| +3% | +$3.75M |
|
281
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $120M | 0.05% |
1,685,554
-909,942
| -35% | -$65M |
|
282
iShares Core MSCI Total International Stock ETF
IXUS
$48.1B
| $120M | 0.05% |
2,356,328
+96,643
| +4% | +$4.92M |
|
283
3M
MMM
$82.7B
| $119M | 0.05% |
1,291,437
-446,587
| -26% | -$41.3M |
|
284
Electronic Arts
EA
$42.2B
| $119M | 0.05% |
1,030,505
-109,908
| -10% | -$12.7M |
|
285
GE Aerospace
GE
$296B
| $119M | 0.05% |
3,086,916
-689,528
| -18% | -$26.6M |
|
286
SPDR Blackstone Senior Loan ETF
SRLN
$6.97B
| $118M | 0.05% |
2,899,336
-369,737
| -11% | -$15.1M |
|
287
iShares Russell 3000 ETF
IWV
$16.7B
| $118M | 0.05% |
569,241
+18,692
| +3% | +$3.87M |
|
288
iShares US Treasury Bond ETF
GOVT
$28B
| $118M | 0.05% |
5,172,458
+76,206
| +1% | +$1.73M |
|
289
iShares Semiconductor ETF
SOXX
$13.7B
| $118M | 0.05% |
1,106,940
-477,555
| -30% | -$50.7M |
|
290
Dominion Energy
D
$49.7B
| $117M | 0.05% |
1,700,013
+9,374
| +0.6% | +$648K |
|
291
ServiceNow
NOW
$190B
| $117M | 0.05% |
309,006
+17,216
| +6% | +$6.5M |
|
292
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
| $117M | 0.05% |
889,467
-54,240
| -6% | -$7.11M |
|
293
iShares Core S&P US Growth ETF
IUSG
$24.6B
| $116M | 0.05% |
1,447,803
+77,709
| +6% | +$6.23M |
|
294
Quanta Services
PWR
$55.5B
| $116M | 0.05% |
908,885
-124,136
| -12% | -$15.8M |
|
295
Vanguard Total World Stock ETF
VT
$51.8B
| $115M | 0.05% |
1,453,995
-319,459
| -18% | -$25.2M |
|
296
Invesco CurrencyShares Euro Currency Trust
FXE
$530M
| $114M | 0.05% |
1,255,466
+915,753
| +270% | +$82.8M |
|
297
Occidental Petroleum
OXY
$45.2B
| $113M | 0.05% |
1,846,654
-785,157
| -30% | -$48.2M |
|
298
CSX Corp
CSX
$60.6B
| $113M | 0.05% |
4,251,564
-1,865,484
| -30% | -$49.7M |
|
299
KraneShares CSI China Internet ETF
KWEB
$8.55B
| $113M | 0.05% |
4,585,131
-3,304,898
| -42% | -$81.4M |
|
300
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $112M | 0.05% |
982,561
-18,208
| -2% | -$2.08M |
|