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
|
$1.02B |
| 2 |
Microsoft
MSFT
|
$626M |
| 3 |
Sempra
SRE
|
$527M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$452M |
| 5 |
Cheniere Energy
LNG
|
$369M |
Top Sells
| 1 |
NXP Semiconductors
NXPI
|
$509M |
| 2 |
Mondelez International
MDLZ
|
$429M |
| 3 |
Cencora
COR
|
$218M |
| 4 |
MON
Monsanto Co
MON
|
$205M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$198M |
Sector Composition
| 1 | Technology | 10.79% |
| 2 | Financials | 8.98% |
| 3 | Healthcare | 7.47% |
| 4 | Consumer Discretionary | 6.62% |
| 5 | Energy | 6.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares National Muni Bond ETF
MUB
$38.7B
| $582M | 0.25% | 5,338,639 +340,669 | +7% | +$37.1M |
|
77
American Tower
AMT
$95.5B
| $579M | 0.25% | 4,018,333 +108,207 | +3% | +$15.6M |
|
78
Diageo
DEO
$62.1B
| $576M | 0.25% | 3,996,611 +61,052 | +2% | +$8.79M |
|
79
Vanguard S&P 500 ETF
VOO
$726B
| $575M | 0.25% | 2,304,641 -80,020 | -3% | -$20M |
|
80
Berkshire Hathaway Class B
BRK.B
$1.09T
| $557M | 0.24% | 2,986,031 -534,686 | -15% | -$99.8M |
|
81
iShares S&P 500 Growth ETF
IVW
$63B
| $557M | 0.24% | 3,425,971 +8,568 | +0.3% | +$1.39M |
|
82
Marsh & McLennan
MMC
$101B
| $554M | 0.24% | 6,761,050 -70,482 | -1% | -$5.78M |
|
|
83
Sempra
SRE
$53.9B
| $547M | 0.24% | 4,710,844 +4,538,005 | +2,626% | +$527M |
|
84
Lowe's Companies
LOW
$145B
| $545M | 0.24% | 5,699,112 +406,998 | +8% | +$38.9M |
|
85
VF Corp
VFC
$5.91B
| $537M | 0.23% | 6,592,545 -874,189 | -12% | -$71.3M |
|
86
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| $535M | 0.23% | 5,246,117 +11,416 | +0.2% | +$1.16M |
|
87
Vanguard Small-Cap ETF
VB
$66.4B
| $529M | 0.23% | 3,400,225 +102,363 | +3% | +$15.9M |
|
88
Vanguard Information Technology ETF
VGT
$99.7B
| $525M | 0.23% | 2,893,575 -35,461 | -1% | -$6.43M |
|
89
3M
MMM
$82.8B
| $524M | 0.23% | 2,663,309 -214,081 | -7% | -$42.1M |
|
90
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.3B
| $522M | 0.23% | 4,886,847 -1,023,647 | -17% | -$109M |
|
91
Amgen
AMGN
$155B
| $519M | 0.22% | 2,810,851 +39,753 | +1% | +$7.34M |
|
92
Technology Select Sector SPDR Fund
XLK
$84.1B
| $518M | 0.22% | 7,458,306 +219,574 | +3% | +$15.3M |
|
93
Vanguard Total World Stock ETF
VT
$51.6B
| $505M | 0.22% | 6,878,738 +519,108 | +8% | +$38.1M |
|
94
Novartis
NVS
$245B
| $497M | 0.22% | 6,574,216 +51,439 | +0.8% | +$3.89M |
|
95
iShares Biotechnology ETF
IBB
$5.6B
| $491M | 0.21% | 4,469,588 +1,537,624 | +52% | +$169M |
|
96
Vanguard FTSE Europe ETF
VGK
$26.8B
| $488M | 0.21% | 8,702,700 -1,419,451 | -14% | -$79.7M |
|
97
Netflix
NFLX
$513B
| $478M | 0.21% | 1,222,238 +189,433 | +18% | +$74.1M |
|
98
Chubb
CB
$110B
| $471M | 0.2% | 3,705,649 -81,390 | -2% | -$10.3M |
|
99
Ecolab
ECL
$78.6B
| $468M | 0.2% | 3,331,523 +26,694 | +0.8% | +$3.75M |
|
100
Energy Select Sector SPDR Fund
XLE
$27.5B
| $463M | 0.2% | 6,096,903 +1,224,951 | +25% | +$93M |
|