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 | |
|---|---|---|---|---|---|---|
326
Southern Company
SO
$101B
| $115M | 0.04% |
1,650,423
+92,667
| +6% | +$6.45M |
|
327
Targa Resources
TRGP
$34.9B
| $115M | 0.04% |
1,572,294
-185,450
| -11% | -$13.5M |
|
328
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $115M | 0.04% |
505,657
+15,560
| +3% | +$3.53M |
|
329
Microchip Technology
MCHP
$35.6B
| $114M | 0.04% |
1,360,427
+554,532
| +69% | +$46.5M |
|
330
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
| $113M | 0.04% |
814,586
-115,186
| -12% | -$16M |
|
331
Becton Dickinson
BDX
$55.1B
| $113M | 0.04% |
457,300
-67,222
| -13% | -$16.6M |
|
332
General Motors
GM
$55.5B
| $113M | 0.04% |
3,078,613
-965,098
| -24% | -$35.4M |
|
333
SPDR Gold MiniShares Trust
GLDM
$17.7B
| $113M | 0.04% |
2,877,861
+349,002
| +14% | +$13.6M |
|
|
334
iShares MSCI ACWI ETF
ACWI
$22.1B
| $112M | 0.04% |
1,227,634
-5,873,615
| -83% | -$535M |
|
335
Vanguard Russell 1000 ETF
VONE
$6.67B
| $111M | 0.04% |
597,325
-64,980
| -10% | -$12.1M |
|
336
Corteva
CTVA
$49.1B
| $111M | 0.04% |
1,841,760
+7,404
| +0.4% | +$447K |
|
337
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.93B
| $111M | 0.04% |
1,541,296
-5,859
| -0.4% | -$421K |
|
338
Freeport-McMoran
FCX
$66.5B
| $110M | 0.04% |
2,694,202
+898,321
| +50% | +$36.8M |
|
339
Schwab US Mid-Cap ETF
SCHM
$12.3B
| $110M | 0.04% |
4,860,642
-105,498
| -2% | -$2.39M |
|
340
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.2B
| $110M | 0.04% |
3,420,279
+25,783
| +0.8% | +$828K |
|
341
Aptiv
APTV
$17.5B
| $110M | 0.04% |
977,002
-40,677
| -4% | -$4.56M |
|
342
Dropbox
DBX
$8.06B
| $109M | 0.04% |
5,063,268
+4,005,004
| +378% | +$86.6M |
|
343
Alerian MLP ETF
AMLP
$10.5B
| $109M | 0.04% |
2,819,042
-219,055
| -7% | -$8.47M |
|
344
CrowdStrike
CRWD
$105B
| $109M | 0.04% |
793,507
-36,012
| -4% | -$4.94M |
|
345
Vanguard Consumer Discretionary ETF
VCR
$6.52B
| $109M | 0.04% |
430,287
-56,128
| -12% | -$14.2M |
|
346
Ford
F
$46.7B
| $108M | 0.04% |
8,606,104
-518,213
| -6% | -$6.53M |
|
347
First Trust Managed Municipal ETF
FMB
$1.88B
| $108M | 0.04% |
2,126,543
-62,309
| -3% | -$3.17M |
|
348
iShares Silver Trust
SLV
$20.1B
| $107M | 0.04% |
4,826,404
-1,947,633
| -29% | -$43.1M |
|
349
HDFC Bank
HDB
$361B
| $106M | 0.04% |
1,597,190
+60,445
| +4% | +$4.03M |
|
350
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $106M | 0.04% |
1,702,602
+85,858
| +5% | +$5.35M |
|