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
|
$4.2B |
| 2 |
Apple
AAPL
|
$2.09B |
| 3 |
UBS Group
UBS
|
$1.68B |
| 4 |
Microsoft
MSFT
|
$1.34B |
| 5 |
Qualcomm
QCOM
|
$1.25B |
Top Sells
Sector Composition
| 1 | Financials | 10.63% |
| 2 | Energy | 9.17% |
| 3 | Technology | 8.86% |
| 4 | Healthcare | 8.79% |
| 5 | Industrials | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
VanEck Gold Miners ETF
GDX
$19.5B
| $237M | 0.17% |
+12,910,178
| New | +$237M |
|
127
iShares Russell Mid-Cap ETF
IWR
$44.1B
| $237M | 0.17% |
+1,420,384
| New | +$237M |
|
128
Vanguard Real Estate ETF
VNQ
$34.1B
| $236M | 0.16% |
+2,913,359
| New | +$236M |
|
129
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.79B
| $235M | 0.16% |
+4,228,544
| New | +$235M |
|
130
Pearson
PSO
$9.41B
| $233M | 0.16% |
+12,654,429
| New | +$233M |
|
131
Vanguard Small-Cap ETF
VB
$66.1B
| $228M | 0.16% |
+1,955,087
| New | +$228M |
|
132
Live Nation Entertainment
LYV
$38.4B
| $227M | 0.16% |
+8,700,985
| New | +$227M |
|
133
Nike
NKE
$110B
| $227M | 0.16% |
+2,360,486
| New | +$227M |
|
|
RGP
134
DELISTED
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
| $222M | 0.16% |
+9,266,108
| New | +$222M |
|
135
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $222M | 0.16% |
+2,631,373
| New | +$222M |
|
136
Walmart
WMT
$781B
| $222M | 0.16% |
+2,583,627
| New | +$222M |
|
|
WBA
137
DELISTED
Walgreens Boots Alliance
WBA
| $221M | 0.15% |
+2,898,579
| New | +$221M |
|
138
US Bancorp
USB
$75.5B
| $216M | 0.15% |
+4,814,271
| New | +$216M |
|
139
Technology Select Sector SPDR Fund
XLK
$83.1B
| $212M | 0.15% |
+5,129,609
| New | +$212M |
|
|
AGN
140
DELISTED
ALLERGAN INC
AGN
| $210M | 0.15% |
+986,090
| New | +$210M |
|
141
TJX Companies
TJX
$155B
| $208M | 0.15% |
+3,031,766
| New | +$208M |
|
142
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $207M | 0.14% |
+4,384,718
| New | +$207M |
|
143
Amazon
AMZN
$2.4T
| $203M | 0.14% |
+652,503
| New | +$203M |
|
144
iShares Select Dividend ETF
DVY
$20.7B
| $202M | 0.14% |
+2,538,501
| New | +$202M |
|
145
McKesson
MCK
$86B
| $200M | 0.14% |
+964,783
| New | +$200M |
|
146
American International
AIG
$44.9B
| $199M | 0.14% |
+3,550,609
| New | +$199M |
|
|
EMC
147
DELISTED
EMC CORPORATION
EMC
| $196M | 0.14% |
+6,582,195
| New | +$196M |
|
148
iShares S&P 500 Value ETF
IVE
$40.9B
| $195M | 0.14% |
+2,080,732
| New | +$195M |
|
149
CSX Corp
CSX
$60B
| $194M | 0.14% |
+5,363,619
| New | +$194M |
|
150
SPDR S&P Emerging Asia Pacific ETF
GMF
$374M
| $193M | 0.13% |
+2,310,339
| New | +$193M |
|