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
|
$705M |
| 2 |
Alibaba
BABA
|
$521M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$428M |
| 4 |
Invesco QQQ Trust
QQQ
|
$413M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$296M |
Top Sells
| 1 |
Microsoft
MSFT
|
$794M |
| 2 |
Apple
AAPL
|
$692M |
| 3 |
VanEck Junior Gold Miners ETF
GDXJ
|
$484M |
| 4 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
$382M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$339M |
Sector Composition
| 1 | Technology | 13.44% |
| 2 | Healthcare | 8.93% |
| 3 | Financials | 7.49% |
| 4 | Consumer Discretionary | 7.33% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$324B
| $678M | 0.32% | 9,354,413 -1,260,863 | -12% | -$91.4M |
|
52
RTX Corp
RTX
$212B
| $670M | 0.32% | 7,105,776 -1,653,407 | -19% | -$156M |
|
53
Vanguard S&P 500 ETF
VOO
$726B
| $652M | 0.31% | 2,752,389 +77,882 | +3% | +$18.4M |
|
54
SPDR Gold Trust
GLD
$106B
| $652M | 0.31% | 4,400,882 +969,863 | +28% | +$144M |
|
55
Danaher
DHR
$147B
| $647M | 0.3% | 4,674,328 -757,139 | -14% | -$105M |
|
56
Verizon
VZ
$186B
| $618M | 0.29% | 11,504,714 -548,988 | -5% | -$29.5M |
|
57
Berkshire Hathaway Class B
BRK.B
$1.09T
| $612M | 0.29% | 3,346,717 -876,942 | -21% | -$160M |
|
58
Novartis
NVS
$245B
| $610M | 0.29% | 7,400,864 -682,943 | -8% | -$56.3M |
|
59
iShares MSCI Emerging Markets ETF
EEM
$19B
| $606M | 0.29% | 17,750,651 +490,858 | +3% | +$16.8M |
|
60
iShares 1-3 Year Treasury Bond ETF
SHY
$24.3B
| $590M | 0.28% | 6,803,889 +1,950,079 | +40% | +$169M |
|
61
iShares National Muni Bond ETF
MUB
$38.7B
| $586M | 0.28% | 5,186,049 -28,827 | -0.6% | -$3.26M |
|
62
Walmart
WMT
$774B
| $584M | 0.28% | 5,139,810 +1,076,564 | +26% | +$122M |
|
63
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $582M | 0.27% | 4,044,276 -677,437 | -14% | -$97.5M |
|
64
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $581M | 0.27% | 17,425,052 -6,844,448 | -28% | -$228M |
|
65
Mondelez International
MDLZ
$79.5B
| $573M | 0.27% | 11,435,341 +92,368 | +0.8% | +$4.63M |
|
66
Rockwell Automation
ROK
$38.6B
| $565M | 0.27% | 3,744,617 -474,278 | -11% | -$71.6M |
|
67
Pfizer
PFE
$141B
| $559M | 0.26% | 17,140,747 -3,841,309 | -18% | -$125M |
|
68
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $557M | 0.26% | 5,384,638 +323,223 | +6% | +$33.4M |
|
69
Texas Instruments
TXN
$184B
| $551M | 0.26% | 5,518,685 -341,033 | -6% | -$34.1M |
|
70
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $520M | 0.25% | 9,630,166 -149,406 | -2% | -$8.07M |
|
71
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $512M | 0.24% | 14,413,210 +3,384,961 | +31% | +$120M |
|
72
Union Pacific
UNP
$133B
| $506M | 0.24% | 3,586,688 -638,899 | -15% | -$90.1M |
|
73
Amgen
AMGN
$155B
| $504M | 0.24% | 2,488,259 -525,866 | -17% | -$107M |
|
74
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $501M | 0.24% | 14,947,641 -1,807,481 | -11% | -$60.6M |
|
75
Vanguard Information Technology ETF
VGT
$99.7B
| $500M | 0.24% | 2,358,417 -103,121 | -4% | -$21.9M |
|