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 |
Strategy Inc Common Stock Class A
MSTR
|
$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$851M |
| 3 |
Boeing
BA
|
$833M |
| 4 |
Microsoft
MSFT
|
$802M |
| 5 |
Palo Alto Networks
PANW
|
$777M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$499M |
| 2 |
Unity
U
|
$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
$159M |
| 4 |
Eli Lilly
LLY
|
$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Palo Alto Networks
PANW
$127B
| $1.33B | 0.25% | 7,336,411 +4,268,216 | +139% | +$777M |
|
|
52
Boeing
BA
$177B
| $1.33B | 0.24% | 7,486,594 +4,707,805 | +169% | +$833M |
|
53
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.32B | 0.24% | 7,137,084 +264,966 | +4% | +$49.1M |
|
54
Technology Select Sector SPDR Fund
XLK
$83.9B
| $1.32B | 0.24% | 5,657,499 +596,229 | +12% | +$139M |
|
55
Texas Instruments
TXN
$184B
| $1.3B | 0.24% | 6,932,888 +1,818,504 | +36% | +$341M |
|
|
56
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $1.29B | 0.24% | 4,469,228 +4,036,608 | +933% | +$1.17B |
|
57
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.28B | 0.24% | 6,559,440 +173,419 | +3% | +$34M |
|
58
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.28B | 0.24% | 26,772,092 +130,316 | +0.5% | +$6.23M |
|
59
Thermo Fisher Scientific
TMO
$186B
| $1.26B | 0.23% | 2,430,671 -115,988 | -5% | -$60.3M |
|
60
Vanguard Total Stock Market ETF
VTI
$526B
| $1.23B | 0.23% | 4,251,017 -18,498 | -0.4% | -$5.36M |
|
61
PepsiCo
PEP
$204B
| $1.23B | 0.23% | 8,083,981 +1,714,272 | +27% | +$261M |
|
62
Blackrock
BLK
$175B
| $1.18B | 0.22% | 1,149,635 +98,767 | +9% | +$101M |
|
63
Vanguard Information Technology ETF
VGT
$99.7B
| $1.17B | 0.22% | 1,889,157 +72,017 | +4% | +$44.8M |
|
64
Bank of America
BAC
$376B
| $1.17B | 0.22% | 26,538,544 +2,391,677 | +10% | +$105M |
|
65
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.15B | 0.21% | 6,566,502 +296,601 | +5% | +$52M |
|
66
IBM
IBM
$227B
| $1.13B | 0.21% | 5,136,946 +1,007,577 | +24% | +$221M |
|
67
Intuitive Surgical
ISRG
$170B
| $1.13B | 0.21% | 2,157,763 +358,236 | +20% | +$187M |
|
68
iShares China Large-Cap ETF
FXI
$6.65B
| $1.11B | 0.21% | 36,467,458 +20,024,590 | +122% | +$610M |
|
69
Union Pacific
UNP
$133B
| $1.1B | 0.2% | 4,831,703 +42,983 | +0.9% | +$9.8M |
|
70
Adobe
ADBE
$151B
| $1.09B | 0.2% | 2,454,050 +201,793 | +9% | +$89.7M |
|
71
iShares Russell 2000 ETF
IWM
$67B
| $1.09B | 0.2% | 4,934,525 +1,658,707 | +51% | +$367M |
|
72
Linde
LIN
$224B
| $1.08B | 0.2% | 2,568,505 +80,692 | +3% | +$33.8M |
|
73
American Express
AXP
$231B
| $1.06B | 0.2% | 3,584,412 +419,658 | +13% | +$125M |
|
74
Amgen
AMGN
$155B
| $1.06B | 0.2% | 4,067,614 +460,876 | +13% | +$120M |
|
75
Blackstone
BX
$134B
| $1.06B | 0.2% | 6,122,401 +319,446 | +6% | +$55.1M |
|