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 | +$1.26B | |
| 2 | +$745M | |
| 3 | +$725M | |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| 1 | +$1.87B | |
| 2 | +$1.41B | |
| 3 | +$1.16B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 8.16% |
| 4 | Industrials | 8.07% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Information Technology ETF
VGT
$110B
| $1.15B | 0.23% |
1,524,284
-192,621
|
|
||
77
Boeing
BA
$177B
| $1.15B | 0.23% |
5,278,778
+755,140
|
|
||
78
Union Pacific
UNP
$150B
| $1.15B | 0.23% |
4,952,716
+281,132
|
|
||
79
iShares MSCI EAFE ETF
EFA
$73.1B
| $1.13B | 0.22% |
11,766,147
-230,720
|
|
||
80
TJX Companies
TJX
$176B
| $1.13B | 0.22% |
7,341,712
-278,291
|
|
||
81
IBM
IBM
$238B
| $1.11B | 0.22% |
3,731,999
-775,836
|
|
||
82
iShares S&P 500 Growth ETF
IVW
$64.2B
| $1.07B | 0.21% |
8,688,281
-223,001
|
|
||
83
Vanguard FTSE Emerging Markets ETF
VWO
$110B
| $1.07B | 0.21% |
19,857,045
+420,201
|
|
||
84
Intuitive Surgical
ISRG
$175B
| $1.03B | 0.2% |
1,821,718
-18,866
|
|
||
85
Vanguard Small-Cap ETF
VB
$71.4B
| $1.01B | 0.2% |
3,916,098
+65,686
|
|
||
86
Electronic Arts
EA
$49.9B
| $1.01B | 0.2% |
4,930,293
+3,591,510
|
|
||
87
Wells Fargo
WFC
$243B
| $1B | 0.2% |
10,766,512
+818,633
|
|
||
88
Blackrock
BLK
$149B
| $1B | 0.2% |
935,112
-60,231
|
|
||
89
PepsiCo
PEP
$221B
| $999M | 0.2% |
6,959,113
+1,031,277
|
|
||
90
Linde
LIN
$224B
| $999M | 0.2% |
2,342,121
+2,879
|
|
||
91
Quanta Services
PWR
$85B
| $985M | 0.2% |
2,334,528
+231,314
|
|
||
92
GE Vernova
GEV
$224B
| $978M | 0.19% |
1,496,692
+90,541
|
|
||
93
iShares Core MSCI Emerging Markets ETF
IEMG
$139B
| $967M | 0.19% |
14,387,278
+744,050
|
|
||
94
Warner Bros
WBD
$68.8B
| $961M | 0.19% |
33,339,744
+8,842,626
|
|
||
95
iShares Core US Aggregate Bond ETF
AGG
$140B
| $940M | 0.19% |
9,407,380
+37,943
|
|
||
96
Verizon
VZ
$213B
| $908M | 0.18% |
22,293,329
-4,400,100
|
|
||
97
Analog Devices
ADI
$156B
| $903M | 0.18% |
3,329,183
+106,540
|
|
||
98
UnitedHealth
UNH
$259B
| $899M | 0.18% |
2,723,663
-1,839,868
|
|
||
99
Blackstone
BX
$86.7B
| $895M | 0.18% |
5,806,229
-775,561
|
|
||
100
Applied Materials
AMAT
$269B
| $878M | 0.17% |
3,416,516
-601,716
|
|