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
|
$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$729M |
| 3 |
Union Pacific
UNP
|
$209M |
| 4 |
Alcon
ALC
|
$183M |
| 5 |
Linde
LIN
|
$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
$927M |
| 2 |
Apple
AAPL
|
$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$535M |
| 5 |
TSMC
TSM
|
$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Starbucks
SBUX
$100B
| $885M | 0.32% | 8,501,704 +292,462 | +4% | +$30.5M |
|
52
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $855M | 0.31% | 17,531,058 +1,469,288 | +9% | +$71.7M |
|
|
53
Linde
LIN
$224B
| $818M | 0.3% | 2,300,657 +469,173 | +26% | +$167M |
|
54
Vanguard Total Stock Market ETF
VTI
$526B
| $810M | 0.3% | 3,966,745 +513 | +0% | +$105K |
|
55
Eli Lilly
LLY
$657B
| $800M | 0.29% | 2,330,917 +423,025 | +22% | +$145M |
|
56
Walt Disney
DIS
$213B
| $784M | 0.29% | 7,827,038 -800,214 | -9% | -$80.1M |
|
57
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $778M | 0.28% | 5,379,446 -156,078 | -3% | -$22.6M |
|
58
Technology Select Sector SPDR Fund
XLK
$83.9B
| $775M | 0.28% | 5,134,273 +179,305 | +4% | +$27.1M |
|
59
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $775M | 0.28% | 19,171,992 +2,536,295 | +15% | +$102M |
|
60
Pfizer
PFE
$141B
| $760M | 0.28% | 18,619,925 +726,356 | +4% | +$29.6M |
|
61
Salesforce
CRM
$245B
| $743M | 0.27% | 3,721,252 +415,338 | +13% | +$83M |
|
62
Lockheed Martin
LMT
$106B
| $740M | 0.27% | 1,566,280 -122,454 | -7% | -$57.9M |
|
63
Accenture
ACN
$162B
| $739M | 0.27% | 2,585,250 +58,757 | +2% | +$16.8M |
|
64
Abbott
ABT
$231B
| $735M | 0.27% | 7,254,879 +357,665 | +5% | +$36.2M |
|
65
iShares Russell 2000 ETF
IWM
$67B
| $735M | 0.27% | 4,117,437 -36,020 | -0.9% | -$6.43M |
|
66
Walmart
WMT
$774B
| $732M | 0.27% | 4,962,075 +47,047 | +1% | +$6.94M |
|
67
SPDR Gold Trust
GLD
$107B
| $728M | 0.27% | 3,973,618 -726,257 | -15% | -$133M |
|
68
Nike
NKE
$114B
| $721M | 0.26% | 5,877,950 -307,383 | -5% | -$37.7M |
|
69
Honeywell
HON
$139B
| $716M | 0.26% | 3,748,105 -1,155,906 | -24% | -$221M |
|
70
Mastercard
MA
$538B
| $711M | 0.26% | 1,957,519 -84,078 | -4% | -$30.6M |
|
71
Vanguard Information Technology ETF
VGT
$99.7B
| $706M | 0.26% | 1,831,667 -151,928 | -8% | -$58.6M |
|
72
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $694M | 0.25% | 7,555,302 -251,890 | -3% | -$23.1M |
|
73
Danaher
DHR
$147B
| $678M | 0.25% | 2,689,669 -473,150 | -15% | -$119M |
|
74
Vanguard Small-Cap ETF
VB
$66.4B
| $671M | 0.25% | 3,542,174 -27,979 | -0.8% | -$5.3M |
|
75
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $652M | 0.24% | 7,936,109 -144,061 | -2% | -$11.8M |
|