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 | +$4.47B | |
| 2 | +$2.93B | |
| 3 | +$2.75B | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| 1 | +$1.44B | |
| 2 | +$919M | |
| 3 | +$851M | |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 9.94% |
| 3 | Industrials | 8.38% |
| 4 | Healthcare | 7.46% |
| 5 | Consumer Discretionary | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
iShares Core Dividend Growth ETF
DGRO
$40.9B
| $327M | 0.06% |
4,659,680
+143,463
|
|
||
327
Digital Realty Trust
DLR
$65B
| $326M | 0.06% |
1,810,607
+170,260
|
|
||
328
Paychex
PAYX
$36.2B
| $325M | 0.06% |
3,532,389
+101,678
|
|
||
329
NXP Semiconductors
NXPI
$79.8B
| $325M | 0.06% |
1,650,771
-9,120
|
|
||
330
Vanguard International High Dividend Yield ETF
VYMI
$19.8B
| $325M | 0.06% |
3,447,269
+2,077,926
|
|
||
331
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.91B
| $325M | 0.06% |
12,931,703
+10,290,061
|
|
||
|
NBIS
332
Nebius Group N.V.
NBIS
$66B
| $324M | 0.06% |
3,119,738
-1,462,065
|
|
||
333
Vanguard Small-Cap Value ETF
VBR
$36.5B
| $321M | 0.06% |
1,476,405
+85,254
|
|
||
334
iShares US Technology ETF
IYW
$25.2B
| $319M | 0.06% |
1,757,173
-65,504
|
|
||
335
iShares MSCI Brazil ETF
EWZ
$9.32B
| $319M | 0.06% |
8,301,567
-2,257,348
|
|
||
336
Vanguard FTSE Europe ETF
VGK
$30.4B
| $317M | 0.06% |
3,842,702
+322,757
|
|
||
337
Spotify
SPOT
$98.7B
| $317M | 0.06% |
652,776
-34,779
|
|
||
338
TKO Group
TKO
$15.1B
| $312M | 0.06% |
1,547,566
+298,304
|
|
||
339
KKR & Co
KKR
$88.1B
| $312M | 0.06% |
3,369,468
+1,664,749
|
|
||
340
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
| $310M | 0.06% |
2,914,733
+1,735,648
|
|
||
341
Cadence Design Systems
CDNS
$109B
| $310M | 0.06% |
1,116,165
+285,888
|
|
||
342
Cummins
CMI
$93.8B
| $310M | 0.06% |
576,430
-64,789
|
|
||
343
Ventas
VTR
$40.6B
| $310M | 0.06% |
3,791,031
+674,260
|
|
||
344
PACCAR
PCAR
$63.5B
| $305M | 0.05% |
2,637,438
-1,911,423
|
|
||
345
HCA Healthcare
HCA
$86.5B
| $305M | 0.05% |
643,482
-462,294
|
|
||
346
Vanguard Short-Term Bond ETF
BSV
$45.2B
| $304M | 0.05% |
3,880,195
+298,742
|
|
||
347
Ford
F
$58.9B
| $302M | 0.05% |
26,153,017
+4,778,022
|
|
||
348
Huntington Bancshares
HBAN
$34.9B
| $302M | 0.05% |
19,279,048
+11,116,625
|
|
||
349
Datadog
DDOG
$83B
| $302M | 0.05% |
2,554,189
+1,236,796
|
|
||
350
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
| $299M | 0.05% |
3,227,908
-190,318
|
|