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 | |
|---|---|---|---|---|---|---|
151
Abbott
ABT
$228B
| $189M | 0.13% |
+4,200,177
| New | +$189M |
|
152
DuPont de Nemours
DD
$31.6B
| $188M | 0.13% |
+4,131,709
| New | +$188M |
|
153
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.3B
| $188M | 0.13% |
+2,362,902
| New | +$188M |
|
154
Alerian MLP ETF
AMLP
$10.6B
| $187M | 0.13% |
+10,695,907
| New | +$187M |
|
155
Zillow
ZG
$19.6B
| $187M | 0.13% |
+1,764,576
| New | +$187M |
|
156
SPDR Bloomberg High Yield Bond ETF
JNK
$8.06B
| $186M | 0.13% |
+4,820,373
| New | +$186M |
|
|
YHOO
157
DELISTED
Yahoo Inc
YHOO
| $184M | 0.13% |
+3,635,698
| New | +$184M |
|
|
WES
158
DELISTED
Western Gas Partners Lp
WES
| $183M | 0.13% |
+2,511,561
| New | +$183M |
|
|
OKS
159
DELISTED
Oneok Partners LP
OKS
| $182M | 0.13% |
+4,604,857
| New | +$182M |
|
160
Danaher
DHR
$144B
| $182M | 0.13% |
+2,119,655
| New | +$182M |
|
161
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $177M | 0.12% |
+1,972,683
| New | +$177M |
|
162
UnitedHealth
UNH
$277B
| $174M | 0.12% |
+1,724,389
| New | +$174M |
|
163
Alibaba
BABA
$327B
| $171M | 0.12% |
+1,646,475
| New | +$171M |
|
164
Target
TGT
$41.9B
| $171M | 0.12% |
+2,253,047
| New | +$171M |
|
165
Mondelez International
MDLZ
$79.2B
| $170M | 0.12% |
+4,671,484
| New | +$170M |
|
166
Baidu
BIDU
$33.5B
| $169M | 0.12% |
+739,402
| New | +$169M |
|
167
ConocoPhillips
COP
$119B
| $166M | 0.12% |
+2,400,505
| New | +$166M |
|
168
Invesco Senior Loan ETF
BKLN
$6.97B
| $166M | 0.12% |
+6,890,158
| New | +$166M |
|
|
COV
169
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $165M | 0.12% |
+1,617,105
| New | +$165M |
|
|
TWC
170
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $165M | 0.12% |
+1,087,224
| New | +$165M |
|
171
American Tower
AMT
$93.1B
| $165M | 0.12% |
+1,666,727
| New | +$165M |
|
172
Honeywell
HON
$136B
| $162M | 0.11% |
+1,619,754
| New | +$162M |
|
173
International Paper
IP
$25.5B
| $157M | 0.11% |
+2,930,488
| New | +$157M |
|
174
General Motors
GM
$55.5B
| $157M | 0.11% |
+4,493,793
| New | +$157M |
|
|
TCP
175
DELISTED
TC Pipelines LP
TCP
| $157M | 0.11% |
+2,201,630
| New | +$157M |
|