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 | |
|---|---|---|---|---|---|---|
101
Schwab US Broad Market ETF
SCHB
$43.6B
| $1.22B | 0.22% |
48,514,355
+47,100,114
|
|
||
102
CALL
iShares Russell 2000 ETF
IWM
$83B
| $1.22B | 0.22% |
4,900,296
-978,500
|
|
||
103
Vanguard Large-Cap ETF
VV
$53B
| $1.21B | 0.21% |
4,047,513
+1,841,413
|
|
||
104
Thermo Fisher Scientific
TMO
$201B
| $1.21B | 0.21% |
2,453,453
+130,110
|
|
||
105
Intel
INTC
$503B
| $1.2B | 0.21% |
27,261,249
+4,836,856
|
|
||
106
PUT
Alphabet (Google) Class A
GOOGL
$4.56T
| $1.2B | 0.21% |
4,156,430
+922,222
|
|
||
107
AstraZeneca
AZN
$262B
| $1.18B | 0.21% |
5,981,411
+4,542,013
|
|
||
108
Blackrock
BLK
$171B
| $1.17B | 0.21% |
1,221,365
+286,253
|
|
||
109
Vanguard Small-Cap ETF
VB
$80.4B
| $1.15B | 0.2% |
4,408,647
+492,549
|
|
||
110
Oneok
OKE
$58.2B
| $1.15B | 0.2% |
12,710,262
+3,919,173
|
|
||
111
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $1.14B | 0.2% |
21,183,531
+1,326,486
|
|
||
112
PUT
Meta Platforms (Facebook)
META
$1.72T
| $1.14B | 0.2% |
1,991,720
+1,028,850
|
|
||
113
Western Digital
WDC
$168B
| $1.13B | 0.2% |
4,182,454
-368,367
|
|
||
114
CALL
Rocket Lab Corp
RKLB
$43.2B
| $1.12B | 0.2% |
17,368,423
+38,100
|
|
||
115
Analog Devices
ADI
$187B
| $1.11B | 0.2% |
3,501,823
+172,640
|
|
||
116
Amgen
AMGN
$197B
| $1.11B | 0.2% |
3,148,040
-956,484
|
|
||
117
PepsiCo
PEP
$187B
| $1.1B | 0.2% |
7,106,908
+147,795
|
|
||
118
Applied Materials
AMAT
$461B
| $1.1B | 0.2% |
3,215,855
-200,661
|
|
||
119
iShares Core US Aggregate Bond ETF
AGG
$138B
| $1.09B | 0.19% |
10,984,271
+1,576,891
|
|
||
120
Vanguard Information Technology ETF
VGT
$141B
| $1.07B | 0.19% |
12,285,232
+90,960
|
|
||
121
Verizon
VZ
$180B
| $1.06B | 0.19% |
21,043,318
-1,250,011
|
|
||
122
GE Aerospace
GE
$362B
| $1.06B | 0.19% |
3,719,099
-419,332
|
|
||
|
123
Honeywell
HON
$70.8B
| $1.05B | 0.19% |
4,637,105
-2,653,756
|
|
||
124
CALL
Apple
AAPL
$4.86T
| $1.05B | 0.19% |
4,120,567
-1,320,820
|
|
||
125
PUT
Amazon
AMZN
$2.75T
| $1.04B | 0.19% |
5,012,200
+565,650
|
|
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