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 | |
|---|---|---|---|---|---|---|
376
Humana
HUM
$32.8B
| $59.7M | 0.04% |
+415,419
| New | +$59.7M |
|
377
iShares US Technology ETF
IYW
$23.3B
| $59.6M | 0.04% |
+2,284,816
| New | +$59.6M |
|
378
Trane Technologies
TT
$91.1B
| $59.6M | 0.04% |
+940,685
| New | +$59.6M |
|
379
Marsh & McLennan
MMC
$99.2B
| $59.6M | 0.04% |
+1,040,548
| New | +$59.6M |
|
380
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
| $59.1M | 0.04% |
+697,831
| New | +$59.1M |
|
381
iShares MSCI Japan ETF
EWJ
$15.7B
| $59.1M | 0.04% |
+1,313,931
| New | +$59.1M |
|
|
BHI
382
DELISTED
Baker Hughes
BHI
| $59M | 0.04% |
+1,051,536
| New | +$59M |
|
383
Devon Energy
DVN
$21.8B
| $58.6M | 0.04% |
+957,771
| New | +$58.6M |
|
384
iShares Core MSCI EAFE ETF
IEFA
$152B
| $58.5M | 0.04% |
+1,056,916
| New | +$58.5M |
|
385
iShares Russell Top 200 Growth ETF
IWY
$15.1B
| $58.4M | 0.04% |
+1,157,277
| New | +$58.4M |
|
386
WisdomTree India Earnings Fund ETF
EPI
$2.9B
| $58.3M | 0.04% |
+2,643,227
| New | +$58.3M |
|
387
Invesco FTSE RAFI US 1000 ETF
PRF
$8.11B
| $57.8M | 0.04% |
+3,159,950
| New | +$57.8M |
|
|
VQT
388
DELISTED
iPath S&P VEQTOR ETN
VQT
| $57.6M | 0.04% |
+374,983
| New | +$57.6M |
|
389
Deere & Co
DE
$129B
| $57.2M | 0.04% |
+646,013
| New | +$57.2M |
|
390
Adobe
ADBE
$150B
| $56.9M | 0.04% |
+782,111
| New | +$56.9M |
|
391
Welltower
WELL
$113B
| $56.5M | 0.04% |
+746,498
| New | +$56.5M |
|
392
Invesco DB US Dollar Index Bullish Fund
UUP
$162M
| $56.5M | 0.04% |
+2,356,346
| New | +$56.5M |
|
|
PX
393
DELISTED
Praxair Inc
PX
| $56.1M | 0.04% |
+432,810
| New | +$56.1M |
|
394
NCR Voyix
VYX
$1.79B
| $56M | 0.04% |
+3,132,922
| New | +$56M |
|
395
iShares Russell Top 200 Value ETF
IWX
$2.81B
| $55.8M | 0.04% |
+1,253,171
| New | +$55.8M |
|
396
Vanguard Consumer Discretionary ETF
VCR
$6.52B
| $55.8M | 0.04% |
+477,077
| New | +$55.8M |
|
397
Sanofi
SNY
$116B
| $55.7M | 0.04% |
+1,221,827
| New | +$55.7M |
|
|
AET
398
DELISTED
Aetna Inc
AET
| $55.7M | 0.04% |
+626,992
| New | +$55.7M |
|
399
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
| $55.4M | 0.04% |
+1,782,447
| New | +$55.4M |
|
|
BRSL
400
Brightstar Lottery PLC
BRSL
$3.18B
| $55.3M | 0.04% |
+3,205,612
| New | +$55.3M |
|