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 |
SPDR S&P 500 ETF Trust
SPY
|
$2.9B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$541M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$511M |
| 4 |
American International
AIG
|
$420M |
| 5 |
UBS Group
UBS
|
$286M |
Top Sells
Sector Composition
| 1 | Financials | 10.17% |
| 2 | Energy | 8.73% |
| 3 | Healthcare | 8.27% |
| 4 | Technology | 7.59% |
| 5 | Industrials | 6.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
JD.com
JD
$44.1B
| $298M | 0.2% | 8,746,254 -1,102,990 | -11% | -$37.6M |
|
102
British American Tobacco
BTI
$124B
| $297M | 0.2% | 2,742,320 +130,404 | +5% | +$14.1M |
|
103
Baxter International
BAX
$12.7B
| $296M | 0.2% | 4,237,791 +2,845,440 | +204% | +$199M |
|
104
iShares MSCI Emerging Markets ETF
EEM
$19B
| $296M | 0.2% | 7,474,928 -1,476,434 | -16% | -$58.5M |
|
105
Consumers Staples Select Sector SPDR Fund
XLP
$16.4B
| $296M | 0.2% | 6,209,946 +2,543,892 | +69% | +$121M |
|
106
IBM
IBM
$227B
| $295M | 0.2% | 1,814,650 -135,950 | -7% | -$22.1M |
|
107
iShares Core S&P 500 ETF
IVV
$661B
| $293M | 0.19% | 1,411,998 -269,421 | -16% | -$55.8M |
|
108
Bristol-Myers Squibb
BMY
$96B
| $290M | 0.19% | 4,362,982 -90,460 | -2% | -$6.02M |
|
109
Vanguard Information Technology ETF
VGT
$99.7B
| $289M | 0.19% | 2,720,690 +82,575 | +3% | +$8.77M |
|
110
VanEck Gold Miners ETF
GDX
$18.6B
| $289M | 0.19% | 16,259,568 +3,493,835 | +27% | +$62.1M |
|
111
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $287M | 0.19% | 7,022,664 +647,448 | +10% | +$26.5M |
|
112
Citigroup
C
$178B
| $286M | 0.19% | 5,170,417 -975,214 | -16% | -$53.9M |
|
113
Vanguard Small-Cap ETF
VB
$66.4B
| $284M | 0.19% | 2,340,474 +141,255 | +6% | +$17.2M |
|
|
BPL
114
DELISTED
Buckeye Partners, L.P.
BPL
| $279M | 0.19% | 3,774,279 +477,181 | +14% | +$35.3M |
|
115
Baidu
BIDU
$32.8B
| $274M | 0.18% | 1,377,873 +539,937 | +64% | +$107M |
|
116
Crane NXT
CXT
$3.43B
| $269M | 0.18% | 4,577,118 +598,019 | +15% | +$35.1M |
|
117
DuPont de Nemours
DD
$32.2B
| $265M | 0.18% | 5,179,574 -121,132 | -2% | -$6.2M |
|
118
Blackstone
BX
$134B
| $264M | 0.18% | 6,453,282 +649,280 | +11% | +$26.5M |
|
119
MetLife
MET
$54.1B
| $262M | 0.17% | 4,683,697 -1,106,459 | -19% | -$62M |
|
120
Consumer Discretionary Select Sector SPDR Fund
XLY
$23B
| $261M | 0.17% | 3,412,227 +630,601 | +23% | +$48.2M |
|
121
SPDR S&P Emerging Asia Pacific ETF
GMF
$374M
| $259M | 0.17% | 2,931,824 +553,752 | +23% | +$48.8M |
|
122
Ford
F
$46.8B
| $258M | 0.17% | 17,157,231 -229,801 | -1% | -$3.45M |
|
123
iShares Russell Mid-Cap ETF
IWR
$44.4B
| $256M | 0.17% | 1,503,420 +25,674 | +2% | +$4.37M |
|
124
Technology Select Sector SPDR Fund
XLK
$84.1B
| $256M | 0.17% | 6,178,989 -117,881 | -2% | -$4.88M |
|
125
SPDR S&P Biotech ETF
XBI
$5.16B
| $254M | 0.17% | 1,007,057 +97,321 | +11% | +$24.5M |
|