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 | +$4.47B | |
| 2 | +$2.93B | |
| 3 | +$2.75B | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| 1 | +$1.44B | |
| 2 | +$919M | |
| 3 | +$851M | |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 9.94% |
| 3 | Industrials | 8.38% |
| 4 | Healthcare | 7.46% |
| 5 | Consumer Discretionary | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Palo Alto Networks
PANW
$228B
| $1.32B | 0.23% |
8,255,352
-581,224
|
|
||
77
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
| $1.31B | 0.23% |
15,117,551
-947,128
|
|
||
78
Electronic Arts
EA
$51B
| $1.31B | 0.23% |
6,426,839
+1,496,546
|
|
||
79
Uber
UBER
$140B
| $1.3B | 0.23% |
18,071,349
-67,611
|
|
||
80
Vanguard Russell 2000 ETF
VTWO
$17B
| $1.28B | 0.23% |
12,813,599
+11,277,914
|
|
||
81
Salesforce
CRM
$136B
| $1.27B | 0.23% |
6,813,315
+1,922,481
|
|
||
82
iShares Core S&P Small-Cap ETF
IJR
$108B
| $1.26B | 0.22% |
10,154,592
+577,324
|
|
||
83
Abbott
ABT
$154B
| $1.25B | 0.22% |
12,152,765
+1,672,696
|
|
||
84
Schwab US Broad Market ETF
SCHB
$42.6B
| $1.22B | 0.22% |
48,514,355
+47,100,114
|
|
||
85
Vanguard Large-Cap ETF
VV
$52B
| $1.21B | 0.21% |
4,047,513
+1,841,413
|
|
||
86
Thermo Fisher Scientific
TMO
$174B
| $1.21B | 0.21% |
2,453,453
+130,110
|
|
||
87
Intel
INTC
$626B
| $1.2B | 0.21% |
27,261,249
+4,836,856
|
|
||
88
AstraZeneca
AZN
$277B
| $1.18B | 0.21% |
5,981,411
+3,102,615
|
|
||
89
Blackrock
BLK
$160B
| $1.17B | 0.21% |
1,221,365
+286,253
|
|
||
90
Vanguard Small-Cap ETF
VB
$79.5B
| $1.15B | 0.2% |
4,408,647
+492,549
|
|
||
91
Oneok
OKE
$57.1B
| $1.15B | 0.2% |
12,710,262
+3,919,173
|
|
||
92
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $1.14B | 0.2% |
21,183,531
+1,326,486
|
|
||
93
Western Digital
WDC
$194B
| $1.13B | 0.2% |
4,182,454
-368,367
|
|
||
94
Analog Devices
ADI
$204B
| $1.11B | 0.2% |
3,501,823
+172,640
|
|
||
95
Amgen
AMGN
$192B
| $1.11B | 0.2% |
3,148,040
-956,484
|
|
||
96
PepsiCo
PEP
$197B
| $1.1B | 0.2% |
7,106,908
+147,795
|
|
||
97
Applied Materials
AMAT
$450B
| $1.1B | 0.2% |
3,215,855
-200,661
|
|
||
98
iShares Core US Aggregate Bond ETF
AGG
$137B
| $1.09B | 0.19% |
10,984,271
+1,576,891
|
|
||
99
Vanguard Information Technology ETF
VGT
$142B
| $1.07B | 0.19% |
12,285,232
+90,960
|
|
||
100
Verizon
VZ
$201B
| $1.06B | 0.19% |
21,043,318
-1,250,011
|
|