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 | +$1.12B | |
| 2 | +$679M | |
| 3 | +$574M | |
| 4 |
Medtronic
MDT
|
+$523M |
| 5 |
Workday
WDAY
|
+$518M |
Top Sells
| 1 | +$1.62B | |
| 2 | +$1.44B | |
| 3 | +$1.1B | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$835M |
| 5 |
Chevron
CVX
|
+$690M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 11.4% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Thermo Fisher Scientific
TMO
$215B
| $1.12B | 0.18% |
2,318,453
-87,496
|
|
||
77
iShares MSCI EAFE ETF
EFA
$69.5B
| $1.12B | 0.18% |
11,996,867
+72,028
|
|
||
78
Linde
LIN
$187B
| $1.11B | 0.17% |
2,339,242
+58,075
|
|
||
79
Union Pacific
UNP
$140B
| $1.1B | 0.17% |
4,671,584
+201,025
|
|
||
80
TJX Companies
TJX
$170B
| $1.1B | 0.17% |
7,620,003
+277,026
|
|
||
81
Accenture
ACN
$165B
| $1.08B | 0.17% |
4,366,643
+183,520
|
|
||
82
iShares S&P 500 Growth ETF
IVW
$67.2B
| $1.08B | 0.17% |
8,911,282
+76,602
|
|
||
|
83
Medtronic
MDT
$130B
| $1.07B | 0.17% |
11,202,878
+5,489,720
|
|
||
84
Deutsche Bank
DB
$69.8B
| $1.06B | 0.17% |
29,955,024
-2,072,179
|
|
||
85
Vanguard FTSE Emerging Markets ETF
VWO
$105B
| $1.05B | 0.17% |
19,436,844
+874,731
|
|
||
86
Boston Scientific
BSX
$145B
| $1.03B | 0.16% |
10,567,142
-937,523
|
|
||
87
Intel
INTC
$198B
| $1.03B | 0.16% |
30,745,779
-12,185,517
|
|
||
88
GE Aerospace
GE
$300B
| $1.02B | 0.16% |
3,405,042
-191,088
|
|
||
89
Lam Research
LRCX
$199B
| $994M | 0.16% |
7,424,564
-2,451,569
|
|
||
90
Vanguard Small-Cap ETF
VB
$69.3B
| $979M | 0.15% |
3,850,412
-248,084
|
|
||
91
Boeing
BA
$153B
| $976M | 0.15% |
4,523,638
-263,587
|
|
||
92
iShares China Large-Cap ETF
FXI
$6.65B
| $957M | 0.15% |
23,264,603
-1,208,269
|
|
||
93
iShares Russell 2000 ETF
IWM
$72.6B
| $940M | 0.15% |
3,885,475
-208,086
|
|
||
94
iShares Core US Aggregate Bond ETF
AGG
$134B
| $939M | 0.15% |
9,369,437
-612,246
|
|
||
95
Southwest Airlines
LUV
$19.6B
| $902M | 0.14% |
28,282,033
+17,978,284
|
|
||
96
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
| $899M | 0.14% |
13,643,228
-6,959
|
|
||
97
Starbucks
SBUX
$96.8B
| $887M | 0.14% |
10,484,501
-1,166,512
|
|
||
98
Western Digital
WDC
$57.7B
| $880M | 0.14% |
7,329,996
-4,097,220
|
|
||
99
Arista Networks
ANET
$162B
| $873M | 0.14% |
5,993,383
-1,226,643
|
|
||
100
Quanta Services
PWR
$68.7B
| $872M | 0.14% |
2,103,214
-165,461
|
|