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 | |
|---|---|---|---|---|---|---|
126
Deere & Co
DE
$158B
| $879M | 0.16% |
1,560,588
+963
|
|
||
127
Blackstone
BX
$155B
| $858M | 0.15% |
7,463,536
+1,657,307
|
|
||
128
Emerson Electric
EMR
$82.8B
| $843M | 0.15% |
6,430,904
+407,086
|
|
||
129
Wells Fargo
WFC
$257B
| $828M | 0.15% |
10,396,355
-370,157
|
|
||
|
MRSH
130
Marsh
MRSH
$80.8B
| $819M | 0.15% |
4,721,091
+933,626
|
|
||
131
AT&T
T
$163B
| $818M | 0.15% |
28,219,955
+5,270,009
|
|
||
132
KLA
KLAC
$333B
| $812M | 0.14% |
551,710
+13,429
|
|
||
133
iShares National Muni Bond ETF
MUB
$45.3B
| $809M | 0.14% |
7,622,993
+5,177,341
|
|
||
134
State Street Industrial Select Sector SPDR ETF
XLI
$31.3B
| $804M | 0.14% |
4,972,996
+1,106,694
|
|
||
135
Amphenol
APH
$193B
| $796M | 0.14% |
6,303,318
+1,724,328
|
|
||
136
Citigroup
C
$241B
| $790M | 0.14% |
6,969,507
+1,319,492
|
|
||
137
Strategy Inc
MSTR
$47B
| $788M | 0.14% |
6,311,364
+551,121
|
|
||
138
Rockwell Automation
ROK
$52.4B
| $782M | 0.14% |
2,180,027
+553,366
|
|
||
139
iShares S&P 500 Value ETF
IVE
$48B
| $769M | 0.14% |
3,643,501
+108,611
|
|
||
140
Teck Resources
TECK
$32.4B
| $765M | 0.14% |
14,789,964
+6,900,791
|
|
||
141
Synopsys
SNPS
$87.4B
| $763M | 0.14% |
1,925,114
+1,229,995
|
|
||
142
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.8B
| $761M | 0.14% |
8,301,101
+103,788
|
|
||
143
S&P Global
SPGI
$126B
| $759M | 0.13% |
1,783,834
+337,935
|
|
||
144
Intuitive Surgical
ISRG
$147B
| $755M | 0.13% |
1,637,924
-183,794
|
|
||
145
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
| $742M | 0.13% |
16,159,784
+7,193,891
|
|
||
146
ConocoPhillips
COP
$138B
| $736M | 0.13% |
5,574,626
+1,294,177
|
|
||
147
Applovin
APP
$173B
| $725M | 0.13% |
1,822,038
-3,800
|
|
||
148
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
| $724M | 0.13% |
3,772,843
+54,781
|
|
||
149
Apollo Global Management
APO
$79.7B
| $718M | 0.13% |
6,440,923
+2,802,815
|
|
||
150
Walt Disney
DIS
$177B
| $708M | 0.13% |
7,350,910
+1,312,598
|
|