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 | +$1.26B | |
| 2 | +$745M | |
| 3 | +$725M | |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| 1 | +$1.87B | |
| 2 | +$1.41B | |
| 3 | +$1.16B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 8.16% |
| 4 | Industrials | 8.07% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Uber
UBER
$152B
| $1.48B | 0.29% |
18,138,960
+1,477,107
|
|
||
52
NextEra Energy
NEE
$192B
| $1.48B | 0.29% |
18,429,083
-194,182
|
|
||
53
Honeywell
HON
$151B
| $1.42B | 0.28% |
7,290,861
-197,631
|
|
||
54
Boston Scientific
BSX
$107B
| $1.42B | 0.28% |
14,872,126
+4,304,984
|
|
||
55
iShares 20+ Year Treasury Bond ETF
TLT
$44.7B
| $1.4B | 0.28% |
16,064,679
+960,001
|
|
||
56
iShares Russell 1000 Value ETF
IWD
$68.8B
| $1.39B | 0.28% |
6,611,520
-1,067,150
|
|
||
57
Procter & Gamble
PG
$361B
| $1.38B | 0.27% |
9,601,142
-2,153,698
|
|
||
58
Vanguard Dividend Appreciation ETF
VIG
$103B
| $1.38B | 0.27% |
6,258,850
-71,860
|
|
||
59
Vanguard Total Stock Market ETF
VTI
$575B
| $1.36B | 0.27% |
4,065,748
-24,198
|
|
||
60
Thermo Fisher Scientific
TMO
$189B
| $1.35B | 0.27% |
2,323,343
+4,890
|
|
||
61
Amgen
AMGN
$203B
| $1.34B | 0.27% |
4,104,524
-128,230
|
|
||
62
Lam Research
LRCX
$264B
| $1.33B | 0.26% |
7,781,054
+356,490
|
|
||
63
State Street Technology Select Sector SPDR ETF
XLK
$88.3B
| $1.33B | 0.26% |
9,232,033
-964,689
|
|
||
64
Abbott
ABT
$196B
| $1.31B | 0.26% |
10,480,069
+665,350
|
|
||
65
Advanced Micro Devices
AMD
$330B
| $1.3B | 0.26% |
6,074,104
-1,948,011
|
|
||
66
Salesforce
CRM
$183B
| $1.3B | 0.26% |
4,890,834
-973,288
|
|
||
67
GE Aerospace
GE
$338B
| $1.27B | 0.25% |
4,138,431
+733,389
|
|
||
68
Eaton
ETN
$137B
| $1.24B | 0.25% |
3,892,901
-283,932
|
|
||
69
Applovin
APP
$174B
| $1.23B | 0.24% |
1,825,838
+217,223
|
|
||
70
Deutsche Bank
DB
$60.4B
| $1.21B | 0.24% |
31,268,175
+1,313,151
|
|
||
71
Texas Instruments
TXN
$178B
| $1.19B | 0.24% |
6,852,477
+442,810
|
|
||
72
iShares Russell 2000 ETF
IWM
$71.8B
| $1.19B | 0.24% |
4,824,892
+939,417
|
|
||
73
American Express
AXP
$210B
| $1.19B | 0.24% |
3,208,427
-652,011
|
|
||
74
Palantir
PLTR
$374B
| $1.17B | 0.23% |
6,603,921
-1,026,825
|
|
||
75
iShares Core S&P Small-Cap ETF
IJR
$92.5B
| $1.15B | 0.23% |
9,577,268
-804,026
|
|