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 |
iShares Core S&P 500 ETF
IVV
|
$1.1B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$610M |
| 3 |
Invesco QQQ Trust
QQQ
|
$379M |
| 4 |
UBS Group
UBS
|
$226M |
| 5 |
PLAN
Anaplan, Inc.
PLAN
|
$219M |
Top Sells
| 1 |
Apple
AAPL
|
$733M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$706M |
| 3 |
Microsoft
MSFT
|
$702M |
| 4 |
Amazon
AMZN
|
$625M |
| 5 |
Home Depot
HD
|
$364M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 8.2% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Salesforce
CRM
$245B
| $1.44B | 0.41% | 5,656,402 +48,671 | +0.9% | +$12.4M |
|
27
Thermo Fisher Scientific
TMO
$186B
| $1.42B | 0.41% | 2,120,921 -167,010 | -7% | -$111M |
|
28
Adobe
ADBE
$151B
| $1.39B | 0.4% | 2,444,015 +229,341 | +10% | +$130M |
|
29
McDonald's
MCD
$224B
| $1.33B | 0.38% | 4,957,925 -173,947 | -3% | -$46.6M |
|
30
AbbVie
ABBV
$372B
| $1.32B | 0.38% | 9,721,521 +62,634 | +0.6% | +$8.48M |
|
31
Vanguard S&P 500 ETF
VOO
$726B
| $1.31B | 0.38% | 3,000,207 +24,285 | +0.8% | +$10.6M |
|
32
Broadcom
AVGO
$1.4T
| $1.28B | 0.37% | 1,920,371 -38,200 | -2% | -$25.4M |
|
33
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.27B | 0.36% | 4,493,562 +63,092 | +1% | +$17.9M |
|
|
34
iShares Russell 2000 ETF
IWM
$67B
| $1.25B | 0.36% | 5,628,617 -3,171,709 | -36% | -$706M |
|
35
NextEra Energy, Inc.
NEE
$148B
| $1.21B | 0.35% | 13,013,136 +507,517 | +4% | +$47.4M |
|
36
Intel
INTC
$107B
| $1.21B | 0.35% | 23,509,107 -1,806,588 | -7% | -$93M |
|
37
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.2B | 0.34% | 7,150,236 +216,024 | +3% | +$36.3M |
|
38
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.17B | 0.34% | 19,589,529 +437,475 | +2% | +$26.2M |
|
39
Walt Disney
DIS
$213B
| $1.17B | 0.34% | 7,557,218 -607,929 | -7% | -$94.2M |
|
40
Coca-Cola
KO
$297B
| $1.17B | 0.33% | 19,708,767 -688,995 | -3% | -$40.8M |
|
41
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.12B | 0.32% | 9,769,627 +409,954 | +4% | +$46.9M |
|
42
Union Pacific
UNP
$133B
| $1.11B | 0.32% | 4,413,685 +41,375 | +0.9% | +$10.4M |
|
43
United Parcel Service
UPS
$74.1B
| $1.1B | 0.32% | 5,133,881 +92,876 | +2% | +$19.9M |
|
44
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.06B | 0.3% | 20,851,143 +1,004,155 | +5% | +$51.3M |
|
45
Medtronic
MDT
$119B
| $1.05B | 0.3% | 10,185,034 -287,195 | -3% | -$29.7M |
|
46
Pfizer
PFE
$141B
| $1.03B | 0.3% | 17,493,138 +200,653 | +1% | +$11.8M |
|
47
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.01B | 0.29% | 5,907,414 +235,397 | +4% | +$40.4M |
|
48
Technology Select Sector SPDR Fund
XLK
$83.9B
| $1.01B | 0.29% | 5,787,592 +336,908 | +6% | +$58.6M |
|
49
Lowe's Companies
LOW
$145B
| $1.01B | 0.29% | 3,888,164 +51,865 | +1% | +$13.4M |
|
50
Nike
NKE
$114B
| $999M | 0.29% | 5,994,162 +693,609 | +13% | +$116M |
|