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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.2B |
| 2 |
Apple
AAPL
|
$2.09B |
| 3 |
UBS Group
UBS
|
$1.68B |
| 4 |
Microsoft
MSFT
|
$1.34B |
| 5 |
Qualcomm
QCOM
|
$1.25B |
Top Sells
Sector Composition
| 1 | Financials | 10.63% |
| 2 | Energy | 9.17% |
| 3 | Technology | 8.86% |
| 4 | Healthcare | 8.79% |
| 5 | Industrials | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Aflac
AFL
$57.2B
| $329M | 0.23% | +5,383,018 | New | +$329M |
|
77
Meta Platforms (Facebook)
META
$1.86T
| $329M | 0.23% | +4,214,126 | New | +$329M |
|
78
Amgen
AMGN
$155B
| $329M | 0.23% | +2,063,777 | New | +$329M |
|
79
AbbVie
ABBV
$372B
| $325M | 0.23% | +4,969,828 | New | +$325M |
|
80
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $324M | 0.23% | +3,989,581 | New | +$324M |
|
81
Vanguard Value ETF
VTV
$144B
| $323M | 0.23% | +3,823,862 | New | +$323M |
|
82
IBM
IBM
$227B
| $320M | 0.22% | +1,992,544 | New | +$320M |
|
|
VER
83
DELISTED
VEREIT, Inc.
VER
| $318M | 0.22% | +35,182,902 | New | +$318M |
|
84
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $316M | 0.22% | +2,771,938 | New | +$316M |
|
85
SPDR S&P Retail ETF
XRT
$425M
| $314M | 0.22% | +3,274,361 | New | +$314M |
|
|
WPZ
86
DELISTED
Williams Partners L.P.
WPZ
| $314M | 0.22% | +5,790,396 | New | +$314M |
|
87
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $308M | 0.22% | +1,734,189 | New | +$308M |
|
88
Blackstone
BX
$134B
| $308M | 0.22% | +9,093,126 | New | +$308M |
|
89
Ford
F
$46.8B
| $307M | 0.21% | +19,804,254 | New | +$307M |
|
90
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $305M | 0.21% | +5,391,803 | New | +$305M |
|
91
Energy Transfer Partners
ET
$60.8B
| $301M | 0.21% | +5,253,461 | New | +$301M |
|
92
iShares US Real Estate ETF
IYR
$3.76B
| $295M | 0.21% | +3,833,592 | New | +$295M |
|
93
iShares S&P 500 Growth ETF
IVW
$63.1B
| $293M | 0.2% | +2,626,162 | New | +$293M |
|
94
MetLife
MET
$54.1B
| $293M | 0.2% | +5,416,418 | New | +$293M |
|
95
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $292M | 0.2% | +2,441,769 | New | +$292M |
|
96
iShares Core US Aggregate Bond ETF
AGG
$131B
| $289M | 0.2% | +2,620,978 | New | +$289M |
|
97
iShares MSCI Emerging Markets ETF
EEM
$19B
| $287M | 0.2% | +7,304,025 | New | +$287M |
|
98
Vanguard Total International Bond ETF
BNDX
$68.3B
| $284M | 0.2% | +5,356,180 | New | +$284M |
|
99
Altria Group
MO
$113B
| $284M | 0.2% | +5,760,563 | New | +$284M |
|
|
ETP
100
DELISTED
Energy Transfer Partners, L.P.
ETP
| $282M | 0.2% | +6,738,507 | New | +$282M |
|