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 |
Apple
AAPL
|
$3.92B |
| 2 |
Invesco QQQ Trust
QQQ
|
$599M |
| 3 |
iQIYI
IQ
|
$395M |
| 4 |
Gaotu Techedu
GOTU
|
$394M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$344M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$559M |
| 2 |
Microsoft
MSFT
|
$402M |
| 3 |
Alibaba
BABA
|
$329M |
| 4 |
CZR
Caesars Entertainment Corporation
CZR
|
$226M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$225M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Consumer Discretionary | 8.54% |
| 3 | Financials | 7.78% |
| 4 | Healthcare | 7.68% |
| 5 | Communication Services | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Stellantis
STLA
$27.8B
| $834M | 0.31% | 68,246,355 +10,477,405 | +18% | +$128M |
|
52
AT&T
T
$209B
| $826M | 0.31% | 28,964,075 +1,725,743 | +6% | +$49.2M |
|
53
Verizon
VZ
$186B
| $825M | 0.31% | 13,863,409 +2,412,483 | +21% | +$144M |
|
54
Danaher
DHR
$147B
| $809M | 0.31% | 3,758,343 -292,436 | -7% | -$63M |
|
|
55
Gaotu Techedu
GOTU
$950M
| $774M | 0.29% | 8,592,661 +4,371,788 | +104% | +$394M |
|
56
AbbVie
ABBV
$372B
| $760M | 0.29% | 8,672,823 +868,655 | +11% | +$76.1M |
|
57
PepsiCo
PEP
$204B
| $756M | 0.28% | 5,453,854 +775,585 | +17% | +$107M |
|
58
American Tower
AMT
$95.5B
| $755M | 0.28% | 3,122,601 +149,432 | +5% | +$36.1M |
|
59
Honeywell
HON
$139B
| $742M | 0.28% | 4,510,532 +123,424 | +3% | +$20.3M |
|
60
United Parcel Service
UPS
$74.1B
| $728M | 0.27% | 4,367,747 -166,647 | -4% | -$27.8M |
|
61
Nike
NKE
$114B
| $727M | 0.27% | 5,792,147 +1,294,751 | +29% | +$163M |
|
62
Lowe's Companies
LOW
$145B
| $719M | 0.27% | 4,332,297 -116,308 | -3% | -$19.3M |
|
63
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $718M | 0.27% | 17,545,806 +282,350 | +2% | +$11.5M |
|
64
Union Pacific
UNP
$133B
| $715M | 0.27% | 3,633,365 -154,990 | -4% | -$30.5M |
|
65
iShares MSCI Emerging Markets ETF
EEM
$19B
| $715M | 0.27% | 16,214,746 +1,848,886 | +13% | +$81.5M |
|
66
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $709M | 0.27% | 3,827,095 -2,872 | -0.1% | -$532K |
|
67
Technology Select Sector SPDR Fund
XLK
$84.1B
| $705M | 0.27% | 6,038,194 -614,917 | -9% | -$71.8M |
|
68
iShares Russell 1000 Value ETF
IWD
$63.5B
| $697M | 0.26% | 5,898,346 +517,626 | +10% | +$61.1M |
|
69
Chevron
CVX
$324B
| $695M | 0.26% | 9,651,175 +563,959 | +6% | +$40.6M |
|
70
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $686M | 0.26% | 5,333,864 +67,214 | +1% | +$8.65M |
|
71
Vanguard Information Technology ETF
VGT
$99.7B
| $684M | 0.26% | 2,197,189 -57,450 | -3% | -$17.9M |
|
72
Rockwell Automation
ROK
$38.6B
| $679M | 0.26% | 3,076,269 -96,224 | -3% | -$21.2M |
|
73
Walmart
WMT
$774B
| $670M | 0.25% | 4,786,432 +235,979 | +5% | +$33M |
|
74
RTX Corp
RTX
$212B
| $664M | 0.25% | 11,541,038 +879,406 | +8% | +$50.6M |
|
75
Pfizer
PFE
$141B
| $658M | 0.25% | 17,941,929 +1,646,423 | +10% | +$60.4M |
|