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 | |
|---|---|---|---|---|---|---|
151
Danaher
DHR
$148B
| $608M | 0.11% |
2,966,876
-417,879
|
|
||
152
Pfizer
PFE
$139B
| $604M | 0.11% |
23,818,891
-3,220,014
|
|
||
153
Booking.com
BKNG
$165B
| $599M | 0.11% |
130,099
-5,934
|
|
||
154
ConocoPhillips
COP
$110B
| $598M | 0.11% |
5,695,243
+166,783
|
|
||
155
Stryker
SYK
$141B
| $598M | 0.11% |
1,606,747
+186,150
|
|
||
156
Health Care Select Sector SPDR Fund
XLV
$35.2B
| $590M | 0.11% |
4,039,539
+564,005
|
|
||
157
Bristol-Myers Squibb
BMY
$88.8B
| $587M | 0.11% |
9,632,421
+18,213
|
|
||
158
SPDR S&P Biotech ETF
XBI
$6.27B
| $584M | 0.11% |
7,200,782
+3,622,240
|
|
||
159
Arista Networks
ANET
$180B
| $582M | 0.11% |
7,505,417
+4,050,346
|
|
||
160
EOG Resources
EOG
$59.3B
| $579M | 0.11% |
4,516,846
+257,212
|
|
||
161
Phillips 66
PSX
$52.4B
| $572M | 0.11% |
4,633,868
-4,444,874
|
|
||
162
Vanguard Large-Cap ETF
VV
$46.1B
| $572M | 0.11% |
2,224,791
+10,016
|
|
||
163
Prologis
PLD
$114B
| $571M | 0.11% |
5,109,363
+18,110
|
|
||
164
CVS Health
CVS
$102B
| $570M | 0.1% |
8,405,917
-1,508,924
|
|
||
165
Alcon
ALC
$36.6B
| $567M | 0.1% |
5,968,513
+166,291
|
|
||
166
Alibaba
BABA
$385B
| $554M | 0.1% |
4,190,774
-92,807
|
|
||
167
Republic Services
RSG
$69B
| $544M | 0.1% |
2,246,931
-24,511
|
|
||
168
Comcast
CMCSA
$110B
| $542M | 0.1% |
14,676,960
+669,592
|
|
||
169
iShares Gold Trust
IAU
$64.1B
| $528M | 0.1% |
8,960,342
+771,515
|
|
||
170
Aon
AON
$76.7B
| $521M | 0.1% |
1,305,499
+415,929
|
|
||
171
Freeport-McMoran
FCX
$59.9B
| $521M | 0.1% |
13,749,859
+1,284,337
|
|
||
172
Kinder Morgan
KMI
$61.4B
| $519M | 0.1% |
18,191,036
-1,064,209
|
|
||
173
Gilead Sciences
GILD
$147B
| $518M | 0.1% |
4,626,222
-257,398
|
|
||
174
Zoetis
ZTS
$63B
| $517M | 0.1% |
3,140,378
+1,340,411
|
|
||
175
Paychex
PAYX
$45.9B
| $517M | 0.1% |
3,349,365
+179,549
|
|