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 | +$1.56B | |
| 2 | +$585M | |
| 3 | +$582M | |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 | +$660M | |
| 2 | +$549M | |
| 3 | +$513M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Verizon
VZ
$170B
| $1.02B | 0.19% |
22,445,727
-819,719
|
|
||
77
Wells Fargo
WFC
$277B
| $1.01B | 0.19% |
14,015,091
+2,164,468
|
|
||
78
Liberty Broadband Class C
LBRDK
$8.76B
| $994M | 0.18% |
11,683,089
-779,370
|
|
||
79
iShares Core US Aggregate Bond ETF
AGG
$132B
| $989M | 0.18% |
9,994,236
+1,306,292
|
|
||
80
Vanguard Information Technology ETF
VGT
$109B
| $976M | 0.18% |
1,799,195
-89,962
|
|
||
81
Intuitive Surgical
ISRG
$156B
| $969M | 0.18% |
1,956,593
-201,170
|
|
||
82
GE Aerospace
GE
$318B
| $961M | 0.18% |
4,800,595
+680,041
|
|
||
83
iShares Russell 2000 ETF
IWM
$71.8B
| $941M | 0.17% |
4,716,678
-217,847
|
|
||
84
Boston Scientific
BSX
$145B
| $936M | 0.17% |
9,280,167
+16,536
|
|
||
85
Micron Technology
MU
$215B
| $934M | 0.17% |
10,750,016
-405,735
|
|
||
86
Starbucks
SBUX
$94.2B
| $912M | 0.17% |
9,302,646
-236,460
|
|
||
87
TJX Companies
TJX
$162B
| $911M | 0.17% |
7,481,943
-386,239
|
|
||
88
iShares China Large-Cap ETF
FXI
$6.8B
| $907M | 0.17% |
25,294,609
-11,172,849
|
|
||
89
Vanguard Small-Cap ETF
VB
$67.9B
| $901M | 0.17% |
4,063,091
+2,665
|
|
||
90
iShares MSCI EAFE ETF
EFA
$67.7B
| $898M | 0.17% |
10,992,418
-673,072
|
|
||
91
Blackstone
BX
$128B
| $878M | 0.16% |
6,280,359
+157,958
|
|
||
92
Energy Select Sector SPDR Fund
XLE
$25.9B
| $877M | 0.16% |
9,388,407
-70,405
|
|
||
93
Adobe
ADBE
$138B
| $876M | 0.16% |
2,283,883
-170,167
|
|
||
94
Accenture
ACN
$149B
| $875M | 0.16% |
2,802,593
-148,861
|
|
||
95
CRH
CRH
$79.5B
| $874M | 0.16% |
9,933,582
+4,797,341
|
|
||
96
T-Mobile US
TMUS
$255B
| $865M | 0.16% |
3,243,344
-440,604
|
|
||
97
Chubb
CB
$111B
| $859M | 0.16% |
2,842,919
+276,221
|
|
||
98
Intel
INTC
$177B
| $857M | 0.16% |
37,750,215
-1,706,573
|
|
||
99
Applied Materials
AMAT
$181B
| $841M | 0.15% |
5,795,706
+176,039
|
|
||
100
Analog Devices
ADI
$117B
| $838M | 0.15% |
4,156,397
-246,814
|
|