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 | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Medtronic
MDT
$119B
| $611M | 0.43% | +8,457,274 | New | +$611M |
|
27
Vanguard Total Bond Market
BND
$134B
| $610M | 0.43% | +7,407,733 | New | +$610M |
|
28
iShares MSCI EAFE ETF
EFA
$66B
| $606M | 0.42% | +9,963,463 | New | +$606M |
|
29
Walt Disney
DIS
$213B
| $600M | 0.42% | +6,370,901 | New | +$600M |
|
30
Cisco
CSCO
$274B
| $597M | 0.42% | +21,473,483 | New | +$597M |
|
|
MMP
31
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $580M | 0.41% | +7,012,945 | New | +$580M |
|
32
Colgate-Palmolive
CL
$67.9B
| $577M | 0.4% | +8,340,572 | New | +$577M |
|
33
United Parcel Service
UPS
$74.1B
| $563M | 0.39% | +5,061,357 | New | +$563M |
|
|
MWE
34
DELISTED
MARKWEST ENERGY PARTNERS, LP
MWE
| $549M | 0.38% | +8,173,551 | New | +$549M |
|
35
Yum! Brands
YUM
$40.8B
| $549M | 0.38% | +7,537,457 | New | +$549M |
|
36
Kinder Morgan
KMI
$60B
| $539M | 0.38% | +12,739,802 | New | +$539M |
|
37
Chevron
CVX
$324B
| $535M | 0.37% | +4,767,752 | New | +$535M |
|
38
iShares Russell 1000 Growth ETF
IWF
$116B
| $530M | 0.37% | +5,547,939 | New | +$530M |
|
39
Union Pacific
UNP
$133B
| $523M | 0.37% | +4,387,123 | New | +$523M |
|
40
Invesco QQQ Trust
QQQ
$364B
| $498M | 0.35% | +4,820,733 | New | +$498M |
|
41
AT&T
T
$209B
| $492M | 0.34% | +14,638,199 | New | +$492M |
|
42
Plains All American Pipeline
PAA
$12.7B
| $491M | 0.34% | +9,575,349 | New | +$491M |
|
43
Schlumberger
SLB
$55B
| $477M | 0.33% | +5,579,836 | New | +$477M |
|
44
Home Depot
HD
$405B
| $459M | 0.32% | +4,371,561 | New | +$459M |
|
45
Vanguard Growth ETF
VUG
$185B
| $458M | 0.32% | +4,382,687 | New | +$458M |
|
|
ETP
46
DELISTED
Energy Transfer Partners L.p.
ETP
| $457M | 0.32% | +7,025,466 | New | +$457M |
|
47
Novartis
NVS
$245B
| $452M | 0.32% | +4,873,140 | New | +$452M |
|
48
VF Corp
VFC
$5.91B
| $447M | 0.31% | +5,971,631 | New | +$447M |
|
49
Berkshire Hathaway Class B
BRK.B
$1.09T
| $447M | 0.31% | +2,976,556 | New | +$447M |
|
50
Verizon
VZ
$186B
| $445M | 0.31% | +9,508,744 | New | +$445M |
|