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 | +$4.47B | |
| 2 | +$2.93B | |
| 3 | +$2.75B | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| 1 | +$1.44B | |
| 2 | +$919M | |
| 3 | +$851M | |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 9.94% |
| 3 | Industrials | 8.38% |
| 4 | Healthcare | 7.46% |
| 5 | Consumer Discretionary | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
10101
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$397M
| – | – |
-1,299
|
|
||
10102
Dimensional US Large Cap Value ETF
DFLV
$6.31B
| – | – |
-189
|
|
||
10103
Dimensional National Municipal Bond ETF
DFNM
$2.16B
| – | – |
-21
|
|
||
10104
Dimensional US Sustainability Core 1 ETF
DFSU
$2.16B
| – | – |
-357
|
|
||
10105
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$627M
| – | – |
-255
|
|
||
10106
Dimensional US Large Cap Vector ETF
DFVX
$518M
| – | – |
-99
|
|