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 | |
|---|---|---|---|---|---|---|
151
iShares Russell Mid-Cap ETF
IWR
$56.2B
| $704M | 0.13% |
7,245,637
+1,231,951
|
|
||
152
iShares MSCI South Korea ETF
EWY
$24.9B
| $698M | 0.12% |
5,671,671
+5,183,188
|
|
||
153
Intercontinental Exchange
ICE
$79.9B
| $696M | 0.12% |
4,427,168
+709,620
|
|
||
154
T-Mobile US
TMUS
$205B
| $693M | 0.12% |
3,299,280
+344,717
|
|
||
155
Vistra
VST
$52.2B
| $691M | 0.12% |
4,597,984
+1,887,910
|
|
||
156
Arista Networks
ANET
$210B
| $690M | 0.12% |
5,616,767
+846,613
|
|
||
157
VanEck Gold Miners ETF
GDX
$26B
| $686M | 0.12% |
7,480,051
-1,462,378
|
|
||
158
Johnson Controls International
JCI
$90B
| $686M | 0.12% |
5,236,542
+1,985,033
|
|
||
159
United Parcel Service
UPS
$92.1B
| $682M | 0.12% |
6,935,351
-227,687
|
|
||
160
TotalEnergies
TTE
$188B
| $682M | 0.12% |
7,495,562
-3,413,456
|
|
||
161
Mondelez International
MDLZ
$79B
| $680M | 0.12% |
11,794,271
-1,816,849
|
|
||
162
Nike
NKE
$67.2B
| $679M | 0.12% |
12,861,148
-919,469
|
|
||
163
Logitech
LOGI
$16B
| $671M | 0.12% |
7,359,459
+3,545,535
|
|
||
164
Comcast
CMCSA
$86.6B
| $666M | 0.12% |
23,208,137
+9,207,639
|
|
||
165
State Street Health Care Select Sector SPDR ETF
XLV
$39.1B
| $664M | 0.12% |
4,528,081
-193,663
|
|
||
166
Philip Morris
PM
$285B
| $662M | 0.12% |
4,002,867
+238,668
|
|
||
167
iShares Silver Trust
SLV
$33.9B
| $659M | 0.12% |
9,670,972
-458,478
|
|
||
168
Williams Companies
WMB
$88.1B
| $658M | 0.12% |
9,047,346
-337,269
|
|
||
169
Vanguard Total World Stock ETF
VT
$76.5B
| $646M | 0.11% |
4,671,484
+3,124,660
|
|
||
170
Avis
CAR
$6.7B
| $637M | 0.11% |
4,368,243
+1,403,436
|
|
||
171
Lowe's Companies
LOW
$125B
| $635M | 0.11% |
2,687,926
-35,768
|
|
||
172
Booking.com
BKNG
$135B
| $635M | 0.11% |
3,769,675
+1,095,125
|
|
||
173
Vanguard FTSE All-World ex-US ETF
VEU
$67.7B
| $628M | 0.11% |
8,360,920
+1,645,919
|
|
||
174
Roivant Sciences
ROIV
$21.7B
| $627M | 0.11% |
22,619,472
+4,228,680
|
|
||
175
iShares MSCI Emerging Markets ETF
EEM
$30.9B
| $626M | 0.11% |
11,025,934
-3,392,047
|
|