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 | |
|---|---|---|---|---|---|---|
301
iShares Core S&P Total US Stock Market ETF
ITOT
$75.5B
| $128M | 0.05% |
1,410,822
-166,437
| -11% | -$15.1M |
|
302
Norfolk Southern
NSC
$62.3B
| $126M | 0.05% |
593,420
-131,110
| -18% | -$27.8M |
|
303
McKesson
MCK
$85.5B
| $125M | 0.05% |
351,509
-43,017
| -11% | -$15.3M |
|
304
iShares Core MSCI Total International Stock ETF
IXUS
$48.1B
| $125M | 0.05% |
2,017,131
-182,397
| -8% | -$11.3M |
|
305
iShares MSCI Brazil ETF
EWZ
$5.47B
| $124M | 0.05% |
4,536,662
-186,259
| -4% | -$5.1M |
|
306
iShares S&P Small-Cap 600 Value ETF
IJS
$6.69B
| $124M | 0.05% |
1,324,935
+21,180
| +2% | +$1.98M |
|
307
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.41B
| $124M | 0.05% |
4,179,171
-193,391
| -4% | -$5.73M |
|
308
Constellation Brands
STZ
$26.2B
| $123M | 0.05% |
546,406
-81,950
| -13% | -$18.5M |
|
309
Zoetis
ZTS
$67.9B
| $123M | 0.04% |
738,800
+121,083
| +20% | +$20.2M |
|
310
Pinduoduo
PDD
$177B
| $121M | 0.04% |
1,598,608
-266,008
| -14% | -$20.2M |
|
311
Oneok
OKE
$45.7B
| $121M | 0.04% |
1,909,014
-231,469
| -11% | -$14.7M |
|
312
Vertiv
VRT
$47.4B
| $121M | 0.04% |
8,462,646
+37,676
| +0.4% | +$539K |
|
313
ASML
ASML
$307B
| $120M | 0.04% |
176,705
+46,061
| +35% | +$31.4M |
|
314
TE Connectivity
TEL
$61.7B
| $120M | 0.04% |
915,733
+138,108
| +18% | +$18.1M |
|
315
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
| $119M | 0.04% |
1,193,129
+402,526
| +51% | +$40.3M |
|
316
iShares Russell 3000 ETF
IWV
$16.7B
| $119M | 0.04% |
507,162
-66,980
| -12% | -$15.8M |
|
317
Cummins
CMI
$55.1B
| $119M | 0.04% |
498,931
-28,399
| -5% | -$6.78M |
|
318
Cheniere Energy
LNG
$51.8B
| $118M | 0.04% |
751,454
-115,040
| -13% | -$18.1M |
|
319
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.07B
| $118M | 0.04% |
4,065,557
+160,380
| +4% | +$4.64M |
|
320
iShares S&P 100 ETF
OEF
$22.1B
| $118M | 0.04% |
628,684
-6,947
| -1% | -$1.3M |
|
321
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.22B
| $118M | 0.04% |
5,005,294
-953,989
| -16% | -$22.4M |
|
322
Hershey
HSY
$37.6B
| $117M | 0.04% |
459,119
-3,454
| -0.7% | -$879K |
|
323
Ecolab
ECL
$77.6B
| $116M | 0.04% |
701,951
-4,070
| -0.6% | -$674K |
|
324
Stellantis
STLA
$26.2B
| $116M | 0.04% |
6,381,049
+512,622
| +9% | +$9.32M |
|
325
American International
AIG
$43.9B
| $116M | 0.04% |
2,296,978
-645,581
| -22% | -$32.5M |
|