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 | +$1.12B | |
| 2 | +$679M | |
| 3 | +$574M | |
| 4 |
Medtronic
MDT
|
+$523M |
| 5 |
Workday
WDAY
|
+$518M |
Top Sells
| 1 | +$1.62B | |
| 2 | +$1.44B | |
| 3 | +$1.1B | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$835M |
| 5 |
Chevron
CVX
|
+$690M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 11.4% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Eaton
ETN
$131B
| $1.56B | 0.24% |
4,176,833
+183,612
|
|
||
52
Bank of America
BAC
$394B
| $1.51B | 0.24% |
29,291,187
-857,674
|
|
||
53
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $1.51B | 0.24% |
23,084,628
+718,047
|
|
||
54
Alibaba
BABA
$378B
| $1.51B | 0.24% |
8,427,575
+1,381,028
|
|
||
55
State Street Technology Select Sector SPDR ETF
XLK
$47.8B
| $1.44B | 0.23% |
5,098,361
+97,353
|
|
||
56
Merck
MRK
$248B
| $1.42B | 0.22% |
16,906,008
+5,194
|
|
||
57
NextEra Energy
NEE
$173B
| $1.41B | 0.22% |
18,623,265
+72,309
|
|
||
58
Palantir
PLTR
$433B
| $1.39B | 0.22% |
7,630,746
-637,679
|
|
||
59
Salesforce
CRM
$248B
| $1.39B | 0.22% |
5,864,122
-290,490
|
|
||
60
Vanguard Dividend Appreciation ETF
VIG
$102B
| $1.37B | 0.21% |
6,330,710
-224,002
|
|
||
61
iShares 20+ Year Treasury Bond ETF
TLT
$48.7B
| $1.35B | 0.21% |
15,104,678
+3,800,629
|
|
||
62
Vanguard Total Stock Market ETF
VTI
$569B
| $1.34B | 0.21% |
4,089,946
-80,721
|
|
||
63
Invesco S&P 500 Equal Weight ETF
RSP
$75B
| $1.33B | 0.21% |
7,029,161
-114,232
|
|
||
64
Abbott
ABT
$217B
| $1.31B | 0.21% |
9,814,719
+998,052
|
|
||
65
Advanced Micro Devices
AMD
$355B
| $1.3B | 0.2% |
8,022,115
-1,249,567
|
|
||
66
American Express
AXP
$255B
| $1.28B | 0.2% |
3,860,438
+118,013
|
|
||
67
Vanguard Information Technology ETF
VGT
$114B
| $1.28B | 0.2% |
1,716,905
-79,794
|
|
||
68
IBM
IBM
$288B
| $1.27B | 0.2% |
4,507,835
+6,691
|
|
||
69
iShares Core S&P Small-Cap ETF
IJR
$88.7B
| $1.23B | 0.19% |
10,381,294
+374,619
|
|
||
70
Amgen
AMGN
$178B
| $1.19B | 0.19% |
4,232,754
-344,914
|
|
||
71
Texas Instruments
TXN
$166B
| $1.18B | 0.18% |
6,409,667
+29,009
|
|
||
72
Verizon
VZ
$176B
| $1.17B | 0.18% |
26,693,429
+3,433,782
|
|
||
73
Blackrock
BLK
$166B
| $1.16B | 0.18% |
995,343
-191,534
|
|
||
74
Applovin
APP
$234B
| $1.16B | 0.18% |
1,608,615
+547,751
|
|
||
75
Blackstone
BX
$118B
| $1.12B | 0.18% |
6,581,790
-122,952
|
|