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 | +$1.56B | |
| 2 | +$585M | |
| 3 | +$582M | |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 | +$660M | |
| 2 | +$549M | |
| 3 | +$513M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $1.36B | 0.25% |
26,747,008
-25,084
|
|
||
52
Qualcomm
QCOM
$176B
| $1.36B | 0.25% |
8,831,443
+88,831
|
|
||
53
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.35B | 0.25% |
23,107,496
-633,452
|
|
||
54
Thermo Fisher Scientific
TMO
$199B
| $1.3B | 0.24% |
2,619,954
+189,283
|
|
||
55
Abbott
ABT
$225B
| $1.3B | 0.24% |
9,798,914
+714,664
|
|
||
56
Vanguard Dividend Appreciation ETF
VIG
$98.5B
| $1.28B | 0.24% |
6,601,993
+42,553
|
|
||
57
Eaton
ETN
$149B
| $1.27B | 0.23% |
4,685,659
+2,152,764
|
|
||
58
Linde
LIN
$212B
| $1.27B | 0.23% |
2,725,199
+156,694
|
|
||
59
Advanced Micro Devices
AMD
$387B
| $1.25B | 0.23% |
12,150,743
-3,694,948
|
|
||
60
Palo Alto Networks
PANW
$140B
| $1.22B | 0.22% |
7,136,120
-200,291
|
|
||
61
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
| $1.21B | 0.22% |
6,976,535
+410,033
|
|
||
62
American Express
AXP
$230B
| $1.2B | 0.22% |
4,463,500
+879,088
|
|
||
63
Texas Instruments
TXN
$159B
| $1.19B | 0.22% |
6,638,777
-294,111
|
|
||
64
RTX Corp
RTX
$210B
| $1.19B | 0.22% |
8,955,876
+18,429
|
|
||
65
Marsh & McLennan
MMC
$100B
| $1.16B | 0.21% |
4,744,828
+467,254
|
|
||
66
IBM
IBM
$262B
| $1.15B | 0.21% |
4,642,182
-494,764
|
|
||
67
Vanguard Total Stock Market ETF
VTI
$545B
| $1.14B | 0.21% |
4,162,331
-88,686
|
|
||
68
PepsiCo
PEP
$207B
| $1.12B | 0.21% |
7,499,853
-584,128
|
|
||
69
iShares Core S&P Small-Cap ETF
IJR
$86B
| $1.11B | 0.2% |
10,607,421
-1,291,117
|
|
||
70
Technology Select Sector SPDR Fund
XLK
$93.5B
| $1.11B | 0.2% |
5,367,944
-289,555
|
|
||
71
Blackrock
BLK
$186B
| $1.09B | 0.2% |
1,148,873
-762
|
|
||
72
Deere & Co
DE
$121B
| $1.07B | 0.2% |
2,280,766
+23,960
|
|
||
73
iShares 20+ Year Treasury Bond ETF
TLT
$48.8B
| $1.06B | 0.19% |
11,621,609
+360,305
|
|
||
74
Union Pacific
UNP
$134B
| $1.05B | 0.19% |
4,450,475
-381,228
|
|
||
75
Parker-Hannifin
PH
$93.4B
| $1.03B | 0.19% |
1,688,083
+715,829
|
|