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 | |
|---|---|---|---|---|---|---|
401
Prospect Capital
PSEC
$1.31B
| $55.3M | 0.04% |
+6,692,804
| New | +$55.3M |
|
402
Lam Research
LRCX
$134B
| $55.1M | 0.04% |
+6,944,110
| New | +$55.1M |
|
403
Johnson Controls International
JCI
$69.6B
| $54.8M | 0.04% |
+1,082,875
| New | +$54.8M |
|
|
TWTR
404
DELISTED
Twitter, Inc.
TWTR
| $54.8M | 0.04% |
+1,527,323
| New | +$54.8M |
|
405
Vanguard Financials ETF
VFH
$12.8B
| $54M | 0.04% |
+1,086,346
| New | +$54M |
|
406
Consolidated Edison
ED
$35B
| $53.9M | 0.04% |
+816,765
| New | +$53.9M |
|
|
CMLP
407
DELISTED
CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE)
CMLP
| $53.9M | 0.04% |
+3,548,133
| New | +$53.9M |
|
408
American Airlines Group
AAL
$8.42B
| $53.8M | 0.04% |
+1,003,680
| New | +$53.8M |
|
409
Charles Schwab
SCHW
$170B
| $53.8M | 0.04% |
+1,782,043
| New | +$53.8M |
|
410
Visteon
VC
$3.46B
| $53.4M | 0.04% |
+500,092
| New | +$53.4M |
|
|
CBI
411
DELISTED
Chicago Bridge & Iron Nv
CBI
| $53.4M | 0.04% |
+1,272,027
| New | +$53.4M |
|
|
AHD
412
DELISTED
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
| $53.3M | 0.04% |
+1,712,288
| New | +$53.3M |
|
413
iShares MSCI Switzerland ETF
EWL
$1.34B
| $53M | 0.04% |
+1,672,579
| New | +$53M |
|
414
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.25B
| $52.9M | 0.04% |
+1,879,570
| New | +$52.9M |
|
|
EVV
415
Eaton Vance Limited Duration Income Fund
EVV
$1.2B
| $52.8M | 0.04% |
+3,739,986
| New | +$52.8M |
|
|
ROC
416
DELISTED
ROCKWOOD HLDGS INC
ROC
| $52.7M | 0.04% |
+669,112
| New | +$52.7M |
|
|
WFM
417
DELISTED
Whole Foods Market Inc
WFM
| $52.6M | 0.04% |
+1,043,808
| New | +$52.6M |
|
418
Marathon Petroleum
MPC
$55.7B
| $52.2M | 0.04% |
+1,156,462
| New | +$52.2M |
|
419
MidCap Financial Investment
MFIC
$1.16B
| $51.9M | 0.04% |
+2,331,107
| New | +$51.9M |
|
420
Phillips 66
PSX
$53.5B
| $51.8M | 0.04% |
+723,086
| New | +$51.8M |
|
421
Tapestry
TPR
$21.9B
| $51.8M | 0.04% |
+1,379,481
| New | +$51.8M |
|
422
Unum
UNM
$12.5B
| $51.8M | 0.04% |
+1,485,136
| New | +$51.8M |
|
423
iShares Russell 1000 ETF
IWB
$44.1B
| $51.5M | 0.04% |
+449,565
| New | +$51.5M |
|
424
Unilever
UL
$155B
| $51.2M | 0.04% |
+1,264,952
| New | +$51.2M |
|
|
X
425
DELISTED
US Steel
X
| $51.1M | 0.04% |
+1,911,354
| New | +$51.1M |
|