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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.2B |
| 2 |
Apple
AAPL
|
$2.09B |
| 3 |
UBS Group
UBS
|
$1.68B |
| 4 |
Microsoft
MSFT
|
$1.34B |
| 5 |
Qualcomm
QCOM
|
$1.25B |
Top Sells
Sector Composition
| 1 | Financials | 10.63% |
| 2 | Energy | 9.17% |
| 3 | Technology | 8.86% |
| 4 | Healthcare | 8.79% |
| 5 | Industrials | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Illinois Tool Works
ITW
$77.1B
| $443M | 0.31% | +4,674,198 | New | +$443M |
|
52
Travelers Companies
TRV
$61.1B
| $442M | 0.31% | +4,176,907 | New | +$442M |
|
53
McDonald's
MCD
$224B
| $441M | 0.31% | +4,709,380 | New | +$441M |
|
54
Comcast
CMCSA
$125B
| $432M | 0.3% | +7,440,252 | New | +$432M |
|
55
PepsiCo
PEP
$204B
| $427M | 0.3% | +4,510,935 | New | +$427M |
|
56
iShares Russell 1000 Value ETF
IWD
$63.5B
| $422M | 0.29% | +4,040,384 | New | +$422M |
|
|
APC
57
DELISTED
Anadarko Petroleum
APC
| $421M | 0.29% | +5,097,057 | New | +$421M |
|
58
Emerson Electric
EMR
$74.3B
| $418M | 0.29% | +6,771,511 | New | +$418M |
|
|
CELG
59
DELISTED
Celgene Corp
CELG
| $415M | 0.29% | +3,713,724 | New | +$415M |
|
60
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $401M | 0.28% | +5,005,240 | New | +$401M |
|
61
Occidental Petroleum
OXY
$46.9B
| $396M | 0.28% | +4,916,486 | New | +$396M |
|
62
Invesco
IVZ
$9.76B
| $390M | 0.27% | +9,878,292 | New | +$390M |
|
63
NextEra Energy, Inc.
NEE
$148B
| $384M | 0.27% | +3,613,482 | New | +$384M |
|
64
Stanley Black & Decker
SWK
$11.5B
| $384M | 0.27% | +3,995,478 | New | +$384M |
|
65
CVS Health
CVS
$92.8B
| $381M | 0.27% | +3,954,688 | New | +$381M |
|
66
iShares Core S&P 500 ETF
IVV
$662B
| $371M | 0.26% | +1,793,768 | New | +$371M |
|
|
JWN
67
DELISTED
Nordstrom
JWN
| $368M | 0.26% | +4,631,007 | New | +$368M |
|
68
Citigroup
C
$178B
| $364M | 0.25% | +6,732,112 | New | +$364M |
|
69
iShares Biotechnology ETF
IBB
$5.6B
| $361M | 0.25% | +1,189,907 | New | +$361M |
|
70
Starbucks
SBUX
$100B
| $355M | 0.25% | +4,326,262 | New | +$355M |
|
71
3M
MMM
$82.8B
| $354M | 0.25% | +2,157,016 | New | +$354M |
|
72
Deutsche Bank
DB
$67.7B
| $353M | 0.25% | +11,761,541 | New | +$353M |
|
73
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $352M | 0.25% | +3,318,949 | New | +$352M |
|
74
Eversource Energy
ES
$23.8B
| $333M | 0.23% | +6,226,343 | New | +$333M |
|
75
Dominion Energy
D
$51.1B
| $330M | 0.23% | +4,295,213 | New | +$330M |
|