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 | +$1.56B | |
| 2 | +$585M | |
| 3 | +$582M | |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 | +$660M | |
| 2 | +$549M | |
| 3 | +$513M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Williams Companies
WMB
$77.9B
| $838M | 0.15% |
14,023,110
+1,269,782
|
|
||
102
Progressive
PGR
$133B
| $837M | 0.15% |
2,956,397
+402,726
|
|
||
103
iShares S&P 500 Growth ETF
IVW
$65.8B
| $831M | 0.15% |
8,949,144
-298,805
|
|
||
104
iShares Core MSCI Emerging Markets ETF
IEMG
$111B
| $822M | 0.15% |
15,238,338
-627,221
|
|
||
105
S&P Global
SPGI
$147B
| $821M | 0.15% |
1,616,081
+63,417
|
|
||
|
106
Boeing
BA
$162B
| $818M | 0.15% |
4,798,397
-2,688,197
|
|
||
107
Lockheed Martin
LMT
$117B
| $815M | 0.15% |
1,823,409
-62,634
|
|
||
108
American Tower
AMT
$89B
| $810M | 0.15% |
3,721,624
+713,566
|
|
||
109
Walt Disney
DIS
$201B
| $805M | 0.15% |
8,155,270
+78,323
|
|
||
110
Charles Schwab
SCHW
$171B
| $794M | 0.15% |
10,141,131
+4,876,163
|
|
||
111
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $789M | 0.15% |
17,439,177
+702,849
|
|
||
112
CME Group
CME
$96.6B
| $783M | 0.14% |
2,950,160
+271,026
|
|
||
113
Financial Select Sector SPDR Fund
XLF
$54.8B
| $781M | 0.14% |
15,689,378
+2,350,497
|
|
||
114
Automatic Data Processing
ADP
$115B
| $781M | 0.14% |
2,556,572
-64,602
|
|
||
115
AT&T
T
$186B
| $777M | 0.14% |
27,487,240
-2,207,657
|
|
||
116
Lam Research
LRCX
$183B
| $759M | 0.14% |
10,441,655
+497,437
|
|
||
117
CrowdStrike
CRWD
$123B
| $759M | 0.14% |
2,151,551
-26,821
|
|
||
118
United Parcel Service
UPS
$71.3B
| $755M | 0.14% |
6,859,783
-304,874
|
|
||
119
Air Products & Chemicals
APD
$57.3B
| $753M | 0.14% |
2,553,639
+458,235
|
|
||
120
Palantir
PLTR
$426B
| $752M | 0.14% |
8,912,781
-2,651,943
|
|
||
121
ServiceNow
NOW
$187B
| $747M | 0.14% |
938,788
+531
|
|
||
122
SLB Limited
SLB
$48.7B
| $741M | 0.14% |
17,726,165
+3,168,961
|
|
||
123
iShares MSCI USA Quality Factor ETF
QUAL
$53.2B
| $740M | 0.14% |
4,332,546
-241,917
|
|
||
|
124
Southwest Airlines
LUV
$17.6B
| $727M | 0.13% |
21,656,940
+15,179,112
|
|
||
125
Sherwin-Williams
SHW
$83B
| $715M | 0.13% |
2,046,645
-44,068
|
|