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 | +$4.47B | |
| 2 | +$2.93B | |
| 3 | +$2.75B | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| 1 | +$1.44B | |
| 2 | +$919M | |
| 3 | +$851M | |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 9.94% |
| 3 | Industrials | 8.38% |
| 4 | Healthcare | 7.46% |
| 5 | Consumer Discretionary | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SLB Ltd
SLB
$84B
| $1.71B | 0.3% |
33,184,227
+10,674,011
|
|
||
52
Procter & Gamble
PG
$348B
| $1.71B | 0.3% |
11,805,617
+2,204,475
|
|
||
53
Linde
LIN
$242B
| $1.7B | 0.3% |
3,422,254
+1,080,133
|
|
||
54
Goldman Sachs
GS
$314B
| $1.69B | 0.3% |
1,995,089
-451,063
|
|
||
55
Texas Instruments
TXN
$274B
| $1.68B | 0.3% |
8,645,088
+1,792,611
|
|
||
|
56
Merck
MRK
$294B
| $1.68B | 0.3% |
13,933,630
-5,244,642
|
|
||
57
iShares Russell 2000 ETF
IWM
$80.4B
| $1.67B | 0.3% |
6,736,561
+1,911,669
|
|
||
58
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $1.64B | 0.29% |
24,237,029
+1,119,726
|
|
||
59
State Street Technology Select Sector SPDR ETF
XLK
$121B
| $1.62B | 0.29% |
12,223,883
+2,991,850
|
|
||
60
Advanced Micro Devices
AMD
$834B
| $1.59B | 0.28% |
7,816,763
+1,742,659
|
|
||
61
TJX Companies
TJX
$186B
| $1.59B | 0.28% |
9,925,346
+2,583,634
|
|
||
62
Vanguard Total Stock Market ETF
VTI
$650B
| $1.42B | 0.25% |
4,429,630
+363,882
|
|
||
63
Boeing
BA
$173B
| $1.42B | 0.25% |
7,131,308
+1,852,530
|
|
||
64
iShares MSCI EAFE ETF
EFA
$77.5B
| $1.41B | 0.25% |
14,559,836
+2,793,689
|
|
||
65
iShares Russell 1000 Value ETF
IWD
$76.6B
| $1.41B | 0.25% |
6,579,034
-32,486
|
|
||
66
Lam Research
LRCX
$459B
| $1.39B | 0.25% |
6,526,433
-1,254,621
|
|
||
67
Union Pacific
UNP
$162B
| $1.39B | 0.25% |
5,747,295
+794,579
|
|
||
68
GE Vernova
GEV
$253B
| $1.38B | 0.25% |
1,584,490
+87,798
|
|
||
69
American Express
AXP
$222B
| $1.38B | 0.25% |
4,566,249
+1,357,822
|
|
||
70
Vertiv
VRT
$116B
| $1.37B | 0.24% |
5,448,573
+2,232,208
|
|
||
71
Vanguard Dividend Appreciation ETF
VIG
$109B
| $1.36B | 0.24% |
6,330,804
+71,954
|
|
||
72
Qualcomm
QCOM
$223B
| $1.35B | 0.24% |
10,480,187
+1,271,348
|
|
||
73
iShares Gold Trust
IAU
$65.4B
| $1.35B | 0.24% |
15,300,061
+6,342,214
|
|
||
74
Bank of America
BAC
$398B
| $1.34B | 0.24% |
27,456,463
-2,910,391
|
|
||
75
Alibaba
BABA
$271B
| $1.33B | 0.24% |
10,621,236
-88,644
|
|