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 |
iShares Core S&P 500 ETF
IVV
|
$1.1B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$610M |
| 3 |
Invesco QQQ Trust
QQQ
|
$379M |
| 4 |
UBS Group
UBS
|
$226M |
| 5 |
PLAN
Anaplan, Inc.
PLAN
|
$219M |
Top Sells
| 1 |
Apple
AAPL
|
$733M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$706M |
| 3 |
Microsoft
MSFT
|
$702M |
| 4 |
Amazon
AMZN
|
$625M |
| 5 |
Home Depot
HD
|
$364M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 8.2% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Tower
AMT
$95.5B
| $781M | 0.22% | 2,671,486 -270,666 | -9% | -$79.2M |
|
77
iShares S&P 500 Growth ETF
IVW
$63.1B
| $776M | 0.22% | 9,274,806 -108,281 | -1% | -$9.06M |
|
78
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $765M | 0.22% | 15,475,878 +519,426 | +3% | +$25.7M |
|
79
CVS Health
CVS
$92.8B
| $746M | 0.21% | 7,234,409 -92,005 | -1% | -$9.49M |
|
80
PayPal
PYPL
$67.1B
| $737M | 0.21% | 3,905,845 -45,322 | -1% | -$8.55M |
|
81
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $714M | 0.2% | 4,388,944 +117,031 | +3% | +$19M |
|
82
Lockheed Martin
LMT
$106B
| $687M | 0.2% | 1,934,279 -41,449 | -2% | -$14.7M |
|
83
Vanguard Real Estate ETF
VNQ
$34.6B
| $667M | 0.19% | 5,746,034 +820,616 | +17% | +$95.2M |
|
84
Blackstone
BX
$134B
| $653M | 0.19% | 5,046,472 +48,709 | +1% | +$6.3M |
|
85
Qualcomm
QCOM
$173B
| $652M | 0.19% | 3,566,324 -576,358 | -14% | -$105M |
|
86
Mastercard
MA
$538B
| $630M | 0.18% | 1,754,362 +112,433 | +7% | +$40.4M |
|
87
Walmart
WMT
$774B
| $622M | 0.18% | 4,300,708 -451,300 | -9% | -$65.3M |
|
88
iShares Core US Aggregate Bond ETF
AGG
$131B
| $597M | 0.17% | 5,236,291 +121,129 | +2% | +$13.8M |
|
89
Willis Towers Watson
WTW
$31.9B
| $586M | 0.17% | 2,467,034 -194,770 | -7% | -$46.3M |
|
90
Tesla
TSLA
$1.08T
| $564M | 0.16% | 533,857 -100,547 | -16% | -$106M |
|
91
TSMC
TSM
$1.2T
| $557M | 0.16% | 4,628,023 -881,229 | -16% | -$106M |
|
92
Estee Lauder
EL
$33B
| $546M | 0.16% | 1,475,361 +10,862 | +0.7% | +$4.02M |
|
93
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $542M | 0.16% | 3,726,746 +34,574 | +0.9% | +$5.03M |
|
94
Morgan Stanley
MS
$240B
| $541M | 0.16% | 5,514,904 -35,982 | -0.6% | -$3.53M |
|
95
iShares TIPS Bond ETF
TIP
$13.6B
| $535M | 0.15% | 4,139,399 +172,073 | +4% | +$22.2M |
|
96
Ameriprise Financial
AMP
$48.5B
| $530M | 0.15% | 1,758,543 -125,003 | -7% | -$37.7M |
|
97
Boeing
BA
$177B
| $525M | 0.15% | 2,606,708 -134,427 | -5% | -$27.1M |
|
98
Marsh & McLennan
MMC
$101B
| $519M | 0.15% | 2,986,976 -182,639 | -6% | -$31.7M |
|
99
iShares S&P 500 Value ETF
IVE
$41.2B
| $518M | 0.15% | 3,308,096 +225,939 | +7% | +$35.4M |
|
100
iShares Russell Mid-Cap ETF
IWR
$44.4B
| $508M | 0.15% | 6,123,728 +129,822 | +2% | +$10.8M |
|