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 |
UBS Group
UBS
|
$1.56B |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$720M |
| 3 |
VanEck Junior Gold Miners ETF
GDXJ
|
$652M |
| 4 |
Truist Financial
TFC
|
$553M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$298M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.36B |
| 2 |
Alibaba
BABA
|
$872M |
| 3 |
AABA
Altaba Inc. Common Stock
AABA
|
$759M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$503M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
$467M |
Sector Composition
| 1 | Technology | 12.45% |
| 2 | Financials | 9.35% |
| 3 | Healthcare | 8.43% |
| 4 | Consumer Discretionary | 6.92% |
| 5 | Industrials | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.09T
| $957M | 0.33% | 4,223,659 +698,045 | +20% | +$158M |
|
52
iShares Russell 2000 ETF
IWM
$66B
| $944M | 0.33% | 5,700,416 -275,533 | -5% | -$45.6M |
|
53
Bank of America
BAC
$376B
| $903M | 0.31% | 25,645,996 -831,010 | -3% | -$29.3M |
|
54
Rockwell Automation
ROK
$38.6B
| $855M | 0.3% | 4,218,895 +153,210 | +4% | +$31.1M |
|
55
Danaher
DHR
$147B
| $834M | 0.29% | 5,431,467 -237,409 | -4% | -$36.4M |
|
56
Pfizer
PFE
$141B
| $822M | 0.29% | 20,982,056 -1,931,768 | -8% | -$75.7M |
|
57
PepsiCo
PEP
$204B
| $821M | 0.29% | 6,008,138 +500,432 | +9% | +$68.4M |
|
58
American Tower
AMT
$95.5B
| $818M | 0.28% | 3,559,873 +324,872 | +10% | +$74.7M |
|
59
Vanguard S&P 500 ETF
VOO
$726B
| $791M | 0.28% | 2,674,507 -45,344 | -2% | -$13.4M |
|
|
60
VanEck Gold Miners ETF
GDX
$18.6B
| $787M | 0.27% | 26,877,060 +10,184,694 | +61% | +$298M |
|
61
Energy Transfer Partners
ET
$60.8B
| $781M | 0.27% | 60,876,898 -10,966,976 | -15% | -$141M |
|
62
iShares MSCI Emerging Markets ETF
EEM
$19B
| $774M | 0.27% | 17,259,793 +4,899,627 | +40% | +$220M |
|
63
iShares Russell 1000 Value ETF
IWD
$63.5B
| $767M | 0.27% | 5,622,396 -108,533 | -2% | -$14.8M |
|
64
Novartis
NVS
$245B
| $765M | 0.27% | 8,083,807 +467,073 | +6% | +$44.2M |
|
65
Union Pacific
UNP
$133B
| $764M | 0.27% | 4,225,587 +43,252 | +1% | +$7.82M |
|
66
Marsh & McLennan
MMC
$101B
| $762M | 0.27% | 6,840,852 +103,074 | +2% | +$11.5M |
|
67
Texas Instruments
TXN
$184B
| $752M | 0.26% | 5,859,718 +472,017 | +9% | +$60.6M |
|
|
68
VanEck Junior Gold Miners ETF
GDXJ
$6.56B
| $751M | 0.26% | 17,777,788 +15,425,053 | +656% | +$652M |
|
69
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $745M | 0.26% | 16,755,122 +994,649 | +6% | +$44.2M |
|
70
Verizon
VZ
$186B
| $740M | 0.26% | 12,053,702 -157,666 | -1% | -$9.68M |
|
71
Linde
LIN
$224B
| $740M | 0.26% | 3,474,595 -662,064 | -16% | -$141M |
|
72
Amgen
AMGN
$155B
| $727M | 0.25% | 3,014,125 +251,813 | +9% | +$60.7M |
|
73
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $698M | 0.24% | 6,871,473 -365,815 | -5% | -$37.2M |
|
74
Lowe's Companies
LOW
$145B
| $697M | 0.24% | 5,816,825 +180,099 | +3% | +$21.6M |
|
75
VF Corp
VFC
$5.91B
| $693M | 0.24% | 6,955,092 +503,673 | +8% | +$50.2M |
|