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 | |
|---|---|---|---|---|---|---|
26
Vanguard Growth ETF
VUG
$221B
| $2.65B | 0.47% |
36,412,716
+2,725,344
|
|
||
27
Vanguard Value ETF
VTV
$183B
| $2.65B | 0.47% |
13,503,195
+861,208
|
|
||
28
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
| $2.63B | 0.47% |
37,646,267
+23,258,989
|
|
||
29
Johnson & Johnson
JNJ
$580B
| $2.5B | 0.44% |
10,209,327
+225,036
|
|
||
30
Walmart Inc
WMT
$963B
| $2.49B | 0.44% |
20,057,124
-3,661,052
|
|
||
31
Cisco
CSCO
$477B
| $2.48B | 0.44% |
32,016,307
+2,559,949
|
|
||
32
Costco
COST
$436B
| $2.47B | 0.44% |
2,480,387
-235,521
|
|
||
33
Home Depot
HD
$327B
| $2.38B | 0.42% |
7,225,256
+340,040
|
|
||
34
Netflix
NFLX
$338B
| $2.22B | 0.39% |
23,079,807
+3,077,222
|
|
||
35
Coca-Cola
KO
$355B
| $2.21B | 0.39% |
29,000,707
+4,551,085
|
|
||
36
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.19B | 0.39% |
4,563,946
+22,405
|
|
||
37
Invesco S&P 500 Equal Weight ETF
RSP
$91.8B
| $2.18B | 0.39% |
11,342,821
+1,518,029
|
|
||
38
Chevron
CVX
$373B
| $2.17B | 0.39% |
10,494,969
-1,060,624
|
|
||
39
NextEra Energy
NEE
$179B
| $2.17B | 0.38% |
23,356,209
+4,927,126
|
|
||
40
iShares MBS ETF
MBB
$38.6B
| $2.07B | 0.37% |
21,837,225
+19,902,058
|
|
||
41
iShares Russell 1000 Growth ETF
IWF
$126B
| $2.06B | 0.36% |
19,285,268
-295,728
|
|
||
42
Micron Technology
MU
$1.11T
| $2.04B | 0.36% |
6,048,920
-2,345,247
|
|
||
43
Tesla
TSLA
$1.53T
| $2.03B | 0.36% |
5,472,264
+1,452,631
|
|
||
44
Oracle
ORCL
$530B
| $1.97B | 0.35% |
13,422,069
+2,107,984
|
|
||
45
Vanguard FTSE Developed Markets ETF
VEA
$230B
| $1.97B | 0.35% |
30,665,391
+3,141,379
|
|
||
46
Morgan Stanley
MS
$338B
| $1.96B | 0.35% |
11,923,338
+1,281,069
|
|
||
47
RTX Corp
RTX
$247B
| $1.91B | 0.34% |
9,902,589
+875,919
|
|
||
48
Mastercard
MA
$433B
| $1.82B | 0.32% |
3,642,800
-284,582
|
|
||
49
McDonald's
MCD
$202B
| $1.76B | 0.31% |
5,678,203
+716,141
|
|
||
50
Eaton
ETN
$152B
| $1.74B | 0.31% |
4,855,173
+962,272
|
|