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 |
UBS Group
UBS
|
$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$729M |
| 3 |
Union Pacific
UNP
|
$209M |
| 4 |
Alcon
ALC
|
$183M |
| 5 |
Linde
LIN
|
$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
$927M |
| 2 |
Apple
AAPL
|
$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$535M |
| 5 |
TSMC
TSM
|
$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Oracle
ORCL
$635B
| $644M | 0.24% | 6,933,748 +568,778 | +9% | +$52.9M |
|
77
Intel
INTC
$107B
| $643M | 0.24% | 19,693,549 -5,314,975 | -21% | -$174M |
|
78
Bank of America
BAC
$376B
| $636M | 0.23% | 22,240,445 -443,451 | -2% | -$12.7M |
|
79
Verizon
VZ
$186B
| $623M | 0.23% | 16,013,698 +2,407,522 | +18% | +$93.6M |
|
80
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $621M | 0.23% | 12,336,123 +565,322 | +5% | +$28.4M |
|
81
iShares MSCI Emerging Markets ETF
EEM
$19B
| $615M | 0.22% | 15,579,532 -248,504 | -2% | -$9.81M |
|
82
Adobe
ADBE
$151B
| $603M | 0.22% | 1,565,448 +26,867 | +2% | +$10.4M |
|
83
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $597M | 0.22% | 5,610,805 +271,490 | +5% | +$28.9M |
|
84
Qualcomm
QCOM
$173B
| $593M | 0.22% | 4,650,527 -496,158 | -10% | -$63.3M |
|
85
iShares S&P 500 Growth ETF
IVW
$63.1B
| $574M | 0.21% | 8,989,760 -678 | -0% | -$43.3K |
|
86
Mondelez International
MDLZ
$79.5B
| $563M | 0.21% | 8,071,277 -468,261 | -5% | -$32.6M |
|
87
iShares S&P 500 Value ETF
IVE
$41.2B
| $562M | 0.21% | 3,704,678 -53,542 | -1% | -$8.13M |
|
88
iShares Core US Aggregate Bond ETF
AGG
$131B
| $558M | 0.2% | 5,601,515 +10,697 | +0.2% | +$1.07M |
|
89
Morgan Stanley
MS
$240B
| $557M | 0.2% | 6,344,241 -917,822 | -13% | -$80.6M |
|
90
American Tower
AMT
$95.5B
| $545M | 0.2% | 2,668,052 +44,235 | +2% | +$9.04M |
|
91
Medtronic
MDT
$119B
| $543M | 0.2% | 6,730,158 -313,008 | -4% | -$25.2M |
|
92
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $539M | 0.2% | 4,161,924 -232,833 | -5% | -$30.1M |
|
93
Marsh & McLennan
MMC
$101B
| $533M | 0.19% | 3,198,335 +124,666 | +4% | +$20.8M |
|
94
iShares TIPS Bond ETF
TIP
$13.6B
| $527M | 0.19% | 4,782,983 +739,259 | +18% | +$81.5M |
|
95
Blackrock
BLK
$175B
| $525M | 0.19% | 784,913 -121,865 | -13% | -$81.5M |
|
96
CVS Health
CVS
$92.8B
| $518M | 0.19% | 6,973,703 -353,723 | -5% | -$26.3M |
|
97
Comcast
CMCSA
$125B
| $507M | 0.19% | 13,363,811 +92,253 | +0.7% | +$3.5M |
|
98
Boeing
BA
$177B
| $503M | 0.18% | 2,366,164 -208,122 | -8% | -$44.2M |
|
99
Palo Alto Networks
PANW
$127B
| $502M | 0.18% | 2,510,822 +59,004 | +2% | +$11.8M |
|
100
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $484M | 0.18% | 3,904,635 -45,844 | -1% | -$5.69M |
|