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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.2B |
| 2 |
Apple
AAPL
|
+$2.09B |
| 3 |
UBS Group
UBS
|
+$1.68B |
| 4 |
Microsoft
MSFT
|
+$1.34B |
| 5 |
Qualcomm
QCOM
|
+$1.25B |
Top Sells
Sector Composition
| 1 | Financials | 10.63% |
| 2 | Energy | 9.17% |
| 3 | Technology | 8.86% |
| 4 | Healthcare | 8.79% |
| 5 | Industrials | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COL
351
DELISTED
Rockwell Collins
COL
| $66.8M | 0.05% |
+790,375
| New | +$66.8M |
|
|
SWY
352
DELISTED
SAFEWAY INC
SWY
| $66.7M | 0.05% |
+1,897,879
| New | +$66.7M |
|
353
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.62B
| $66.6M | 0.05% |
+1,176,291
| New | +$66.6M |
|
354
Mohawk Industries
MHK
$8.44B
| $66.5M | 0.05% |
+428,343
| New | +$66.5M |
|
355
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
| $66.2M | 0.05% |
+1,035,472
| New | +$66.2M |
|
356
Eli Lilly
LLY
$671B
| $65.9M | 0.05% |
+955,795
| New | +$65.9M |
|
357
Invesco S&P 500 High Beta ETF
SPHB
$439M
| $65.5M | 0.05% |
+1,920,543
| New | +$65.5M |
|
358
Vanguard Large-Cap ETF
VV
$44.7B
| $64.9M | 0.05% |
+687,942
| New | +$64.9M |
|
359
American Electric Power
AEP
$57.9B
| $64.3M | 0.04% |
+1,058,130
| New | +$64.3M |
|
360
Sunoco
SUN
$7B
| $64.1M | 0.04% |
+1,287,456
| New | +$64.1M |
|
|
POT
361
DELISTED
Potash Corp Of Saskatchewan
POT
| $63.9M | 0.04% |
+1,810,267
| New | +$63.9M |
|
|
APL
362
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
| $63.3M | 0.04% |
+2,323,545
| New | +$63.3M |
|
|
SEP
363
DELISTED
Spectra Engy Parters Lp
SEP
| $63.1M | 0.04% |
+1,107,679
| New | +$63.1M |
|
364
TSMC
TSM
$1.31T
| $62.8M | 0.04% |
+2,804,361
| New | +$62.8M |
|
365
Outfront Media
OUT
$3.17B
| $62.7M | 0.04% |
+2,373,062
| New | +$62.7M |
|
366
Accenture
ACN
$156B
| $62.5M | 0.04% |
+699,494
| New | +$62.5M |
|
367
Icon
ICLR
$13.2B
| $62.3M | 0.04% |
+1,221,273
| New | +$62.3M |
|
368
Dollar General
DG
$23B
| $62.2M | 0.04% |
+880,167
| New | +$62.2M |
|
369
Lockheed Martin
LMT
$106B
| $62.2M | 0.04% |
+322,998
| New | +$62.2M |
|
370
Williams-Sonoma
WSM
$24.6B
| $61.8M | 0.04% |
+1,632,828
| New | +$61.8M |
|
371
Fifth Third Bancorp
FITB
$30.1B
| $61.7M | 0.04% |
+3,030,523
| New | +$61.7M |
|
372
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
| $61.5M | 0.04% |
+608,283
| New | +$61.5M |
|
373
EOG Resources
EOG
$64.7B
| $60.8M | 0.04% |
+660,034
| New | +$60.8M |
|
374
Norfolk Southern
NSC
$61.9B
| $60.3M | 0.04% |
+550,026
| New | +$60.3M |
|
375
Royal Bank of Canada
RY
$204B
| $60.3M | 0.04% |
+872,424
| New | +$60.3M |
|