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
GE Aerospace
GE
$350B
| $1.06B | 0.19% |
3,719,099
-419,332
|
|
||
|
102
Honeywell
HON
$140B
| $1.05B | 0.19% |
4,637,105
-2,653,756
|
|
||
103
Trane Technologies
TT
$101B
| $1.04B | 0.18% |
2,494,409
+512,461
|
|
||
104
Quanta Services
PWR
$106B
| $1.03B | 0.18% |
1,872,163
-462,365
|
|
||
105
ASML
ASML
$718B
| $1.02B | 0.18% |
772,237
+268,765
|
|
||
106
Prologis
PLD
$139B
| $1.01B | 0.18% |
7,637,693
+2,578,636
|
|
||
107
Caterpillar
CAT
$419B
| $995M | 0.18% |
1,404,577
+124,576
|
|
||
108
Lumentum
LITE
$71.7B
| $993M | 0.18% |
1,412,599
-169,893
|
|
||
109
Palantir
PLTR
$307B
| $991M | 0.18% |
6,776,822
+172,901
|
|
||
110
Lockheed Martin
LMT
$125B
| $971M | 0.17% |
1,606,409
+378,921
|
|
||
111
iShares S&P 500 Growth ETF
IVW
$73.2B
| $970M | 0.17% |
8,578,646
-109,635
|
|
||
112
Accenture
ACN
$105B
| $960M | 0.17% |
4,841,336
+2,164,229
|
|
||
113
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
| $956M | 0.17% |
10,178,384
+8,751,398
|
|
||
114
IBM
IBM
$256B
| $954M | 0.17% |
3,937,027
+205,028
|
|
||
115
Parker-Hannifin
PH
$114B
| $951M | 0.17% |
1,061,984
+79,204
|
|
||
116
Deutsche Bank
DB
$63.7B
| $946M | 0.17% |
31,753,585
+485,410
|
|
||
117
Chubb
CB
$127B
| $936M | 0.17% |
2,871,071
+212,771
|
|
||
118
UnitedHealth
UNH
$371B
| $934M | 0.17% |
3,452,797
+729,134
|
|
||
119
Boston Scientific
BSX
$69.7B
| $930M | 0.17% |
14,824,662
-47,464
|
|
||
120
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.7B
| $930M | 0.17% |
25,237,173
+23,027,857
|
|
||
121
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
| $909M | 0.16% |
18,405,640
+3,975,991
|
|
||
122
Intuit
INTU
$75.7B
| $897M | 0.16% |
2,074,550
+1,112,851
|
|
||
123
State Street Energy Select Sector SPDR ETF
XLE
$39B
| $887M | 0.16% |
14,472,789
+513,106
|
|
||
124
Starbucks
SBUX
$117B
| $884M | 0.16% |
9,870,999
+1,814,128
|
|
||
125
Marvell Technology
MRVL
$245B
| $884M | 0.16% |
8,924,665
+243,410
|
|