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 | +$766M | |
| 2 | +$470M | |
| 3 | +$467M | |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 | +$1.56B | |
| 2 | +$1.35B | |
| 3 | +$1.06B | |
| 4 |
NVIDIA
NVDA
|
+$827M |
| 5 |
Hewlett Packard
HPE
|
+$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.39B | 0.24% |
22,366,581
-740,915
|
|
||
52
UnitedHealth
UNH
$327B
| $1.37B | 0.24% |
4,405,182
-1,089,486
|
|
||
53
Vanguard Dividend Appreciation ETF
VIG
$98.5B
| $1.34B | 0.23% |
6,554,712
-47,281
|
|
||
54
Merck
MRK
$210B
| $1.34B | 0.23% |
16,900,814
-4,160,455
|
|
||
55
IBM
IBM
$262B
| $1.33B | 0.23% |
4,501,144
-141,038
|
|
||
56
Texas Instruments
TXN
$159B
| $1.32B | 0.23% |
6,380,658
-258,119
|
|
||
57
Advanced Micro Devices
AMD
$387B
| $1.32B | 0.23% |
9,271,682
-2,879,061
|
|
||
58
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
| $1.3B | 0.22% |
7,143,393
+166,858
|
|
||
59
NextEra Energy
NEE
$177B
| $1.29B | 0.22% |
18,550,956
-3,136,896
|
|
||
60
Amgen
AMGN
$160B
| $1.28B | 0.22% |
4,577,668
+91,273
|
|
||
61
Vanguard Total Stock Market ETF
VTI
$545B
| $1.27B | 0.22% |
4,170,667
+8,336
|
|
||
62
Technology Select Sector SPDR Fund
XLK
$93.5B
| $1.27B | 0.22% |
5,001,008
-366,936
|
|
||
63
Uber
UBER
$196B
| $1.25B | 0.22% |
13,436,198
-5,352,911
|
|
||
|
64
Accenture
ACN
$148B
| $1.25B | 0.22% |
4,183,123
+1,380,530
|
|
||
65
Blackrock
BLK
$185B
| $1.25B | 0.22% |
1,186,877
+38,004
|
|
||
66
Boston Scientific
BSX
$145B
| $1.24B | 0.21% |
11,504,665
+2,224,498
|
|
||
67
Analog Devices
ADI
$117B
| $1.21B | 0.21% |
5,073,643
+917,246
|
|
||
68
Abbott
ABT
$225B
| $1.2B | 0.21% |
8,816,667
-982,247
|
|
||
69
American Express
AXP
$230B
| $1.19B | 0.21% |
3,742,425
-721,075
|
|
||
70
Vanguard Information Technology ETF
VGT
$109B
| $1.19B | 0.21% |
1,796,699
-2,496
|
|
||
71
Micron Technology
MU
$215B
| $1.18B | 0.2% |
9,572,765
-1,177,251
|
|
||
72
Deere & Co
DE
$121B
| $1.17B | 0.2% |
2,293,546
+12,780
|
|
||
73
Palantir
PLTR
$425B
| $1.13B | 0.2% |
8,268,425
-644,356
|
|
||
74
iShares Core S&P Small-Cap ETF
IJR
$85.9B
| $1.09B | 0.19% |
10,006,675
-600,746
|
|
||
75
Linde
LIN
$212B
| $1.07B | 0.19% |
2,281,167
-444,032
|
|