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 | 20.06% |
| 2 | Financials | 9.93% |
| 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 | |
|---|---|---|---|---|---|---|
1076
United Microelectronic
UMC
$38.1B
| $73.4M | 0.01% |
8,175,144
+3,604,697
|
|
||
1077
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.4B
| $73.4M | 0.01% |
3,172,247
+2,768,196
|
|
||
1078
Nice
NICE
$5.59B
| $73.1M | 0.01% |
662,531
+184,574
|
|
||
1079
Performance Food Group
PFGC
$14.6B
| $72.7M | 0.01% |
848,914
-472,352
|
|
||
1080
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
| $72.6M | 0.01% |
580,375
+1,899
|
|
||
1081
Baxter International
BAX
$9.29B
| $72.6M | 0.01% |
4,319,497
-6,346,961
|
|
||
|
HUT
1082
Hut 8
HUT
$11.1B
| $72.4M | 0.01% |
1,543,002
+1,386,968
|
|
||
1083
Dimensional US Small Cap ETF
DFAS
$14.1B
| $72.1M | 0.01% |
1,013,956
+94,852
|
|
||
1084
First Horizon
FHN
$11.7B
| $72.1M | 0.01% |
3,167,661
-123,263
|
|
||
1085
STMicroelectronics
STM
$52.6B
| $72M | 0.01% |
2,085,343
+706,621
|
|
||
1086
Humana
HUM
$33B
| $72M | 0.01% |
415,336
-163,055
|
|
||
1087
Wyndham Hotels & Resorts
WH
$6.19B
| $72M | 0.01% |
885,977
+376,319
|
|
||
1088
Vanguard Utilities ETF
VPU
$8.52B
| $71.6M | 0.01% |
361,457
+17,018
|
|
||
1089
Equitable Holdings
EQH
$12B
| $71.5M | 0.01% |
1,927,350
+918,558
|
|
||
1090
Customers Bancorp
CUBI
$2.6B
| $71.4M | 0.01% |
1,028,913
+754,980
|
|
||
1091
Jacobs Solutions
J
$14B
| $71.3M | 0.01% |
559,927
-8,548
|
|
||
1092
Hasbro
HAS
$13.8B
| $71.2M | 0.01% |
760,323
-638,476
|
|
||
1093
Millicom
TIGO
$13.5B
| $71.2M | 0.01% |
949,458
+593,172
|
|
||
1094
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $71.1M | 0.01% |
2,296,605
+1,344,668
|
|
||
1095
Vanguard Consumer Staples ETF
VDC
$8.09B
| $70.9M | 0.01% |
315,733
+49,864
|
|
||
1096
Main Street Capital
MAIN
$4.87B
| $70.9M | 0.01% |
1,338,812
+726,936
|
|
||
1097
HDFC Bank
HDB
$128B
| $70.7M | 0.01% |
2,842,114
-957,515
|
|
||
1098
McCormick & Company Non-Voting
MKC
$13B
| $70.6M | 0.01% |
1,400,273
-488,351
|
|
||
1099
EnerSys
ENS
$8.47B
| $70M | 0.01% |
403,167
-2,946
|
|
||
|
SUNC
1100
SunocoCorp LLC
SUNC
$3.4B
| $70M | 0.01% |
1,136,059
+123,316
|
|