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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.93B |
| 2 |
UBS Group
UBS
|
$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$548M |
| 5 |
Microsoft
MSFT
|
$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 2000 ETF
IWM
$66B
| $904M | 0.35% | 5,975,949 +114,669 | +2% | +$17.4M |
|
52
iShares Core S&P 500 ETF
IVV
$661B
| $891M | 0.34% | 2,986,101 -65,137 | -2% | -$19.4M |
|
53
Pfizer
PFE
$141B
| $823M | 0.32% | 22,913,824 -140,574 | -0.6% | -$5.05M |
|
54
Danaher
DHR
$147B
| $819M | 0.32% | 5,668,876 +27,362 | +0.5% | +$3.95M |
|
55
Linde
LIN
$224B
| $801M | 0.31% | 4,136,659 -824,573 | -17% | -$160M |
|
56
Bank of America
BAC
$376B
| $772M | 0.3% | 26,477,006 +1,843,530 | +7% | +$53.8M |
|
|
AABA
57
DELISTED
Altaba Inc. Common Stock
AABA
| $759M | 0.29% | 12,404,275 +1,676,386 | +16% | +$103M |
|
58
PepsiCo
PEP
$204B
| $755M | 0.29% | 5,507,706 -540,124 | -9% | -$74.1M |
|
59
Vanguard S&P 500 ETF
VOO
$726B
| $741M | 0.29% | 2,719,851 -94,670 | -3% | -$25.8M |
|
60
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $737M | 0.28% | 11,390,761 -1,463,224 | -11% | -$94.7M |
|
61
Verizon
VZ
$186B
| $737M | 0.28% | 12,211,368 +239,852 | +2% | +$14.5M |
|
62
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $736M | 0.28% | 7,237,288 +3,311,862 | +84% | +$337M |
|
63
iShares Russell 1000 Value ETF
IWD
$63.5B
| $735M | 0.28% | 5,730,929 +51,089 | +0.9% | +$6.55M |
|
64
Berkshire Hathaway Class B
BRK.B
$1.09T
| $733M | 0.28% | 3,525,614 +95,405 | +3% | +$19.8M |
|
65
American Tower
AMT
$95.5B
| $715M | 0.28% | 3,235,001 -155,387 | -5% | -$34.4M |
|
66
Texas Instruments
TXN
$184B
| $696M | 0.27% | 5,387,701 -659,537 | -11% | -$85.2M |
|
67
Union Pacific
UNP
$133B
| $677M | 0.26% | 4,182,335 -738,248 | -15% | -$120M |
|
68
Marsh & McLennan
MMC
$101B
| $674M | 0.26% | 6,737,778 -704,995 | -9% | -$70.5M |
|
69
Rockwell Automation
ROK
$38.6B
| $670M | 0.26% | 4,065,685 -490,953 | -11% | -$80.9M |
|
70
iShares National Muni Bond ETF
MUB
$38.7B
| $667M | 0.26% | 5,846,495 +890,666 | +18% | +$102M |
|
71
Novartis
NVS
$245B
| $662M | 0.25% | 7,616,734 -209,843 | -3% | -$18.2M |
|
72
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $650M | 0.25% | 10,146,665 +418,959 | +4% | +$26.9M |
|
73
Exxon Mobil
XOM
$487B
| $646M | 0.25% | 9,142,531 -2,065,540 | -18% | -$146M |
|
74
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.3B
| $637M | 0.25% | 5,621,204 +2,564,959 | +84% | +$291M |
|
75
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $635M | 0.24% | 15,760,473 -1,179,420 | -7% | -$47.5M |
|