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 |
Alibaba
BABA
|
$2.55B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$459M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$316M |
| 4 |
Invesco QQQ Trust
QQQ
|
$293M |
| 5 |
GSK
GSK
|
$251M |
Top Sells
| 1 |
Stellantis
STLA
|
$991M |
| 2 |
Microsoft
MSFT
|
$408M |
| 3 |
Apple
AAPL
|
$315M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$296M |
| 5 |
Intel
INTC
|
$283M |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Consumer Discretionary | 9.1% |
| 3 | Financials | 8.49% |
| 4 | Healthcare | 7.86% |
| 5 | Industrials | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
The Communication Services Select Sector SPDR Fund
XLC
$25.6B
| $256M | 0.08% |
3,486,192
-154,370
| -4% | -$11.3M |
|
177
Advanced Micro Devices
AMD
$263B
| $256M | 0.08% |
3,256,048
+8,382
| +0.3% | +$658K |
|
178
Bilibili
BILI
$9.29B
| $255M | 0.08% |
2,382,459
-196,558
| -8% | -$21M |
|
179
Vanguard High Dividend Yield ETF
VYM
$64.1B
| $255M | 0.08% |
2,519,586
-106,579
| -4% | -$10.8M |
|
180
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.31B
| $254M | 0.08% |
4,979,435
+1,251,354
| +34% | +$63.9M |
|
181
US Bancorp
USB
$76.5B
| $253M | 0.08% |
4,581,866
+138,610
| +3% | +$7.67M |
|
182
Uber
UBER
$192B
| $252M | 0.08% |
4,631,067
-1,079,780
| -19% | -$58.9M |
|
183
Air Products & Chemicals
APD
$64.5B
| $250M | 0.08% |
889,175
+163,816
| +23% | +$46.1M |
|
184
Colgate-Palmolive
CL
$67.6B
| $247M | 0.08% |
3,138,153
-214,064
| -6% | -$16.9M |
|
185
Analog Devices
ADI
$121B
| $246M | 0.08% |
1,586,331
+1,014,800
| +178% | +$157M |
|
186
Crown Castle
CCI
$41.6B
| $245M | 0.08% |
1,425,414
-96,321
| -6% | -$16.6M |
|
187
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $244M | 0.08% |
1,810,142
+373,636
| +26% | +$50.4M |
|
188
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $243M | 0.08% |
2,792,986
+884,843
| +46% | +$77.1M |
|
189
FedEx
FDX
$53.2B
| $242M | 0.08% |
853,013
+89,323
| +12% | +$25.4M |
|
190
ConocoPhillips
COP
$120B
| $242M | 0.08% |
4,566,470
+1,729,524
| +61% | +$91.6M |
|
191
Travelers Companies
TRV
$62.9B
| $236M | 0.08% |
1,570,119
+53,885
| +4% | +$8.1M |
|
192
Dow Inc
DOW
$16.9B
| $234M | 0.08% |
3,663,324
-90,704
| -2% | -$5.8M |
|
193
Vanguard Small-Cap Value ETF
VBR
$31.6B
| $234M | 0.08% |
1,410,279
+162,731
| +13% | +$26.9M |
|
194
Altria Group
MO
$112B
| $232M | 0.08% |
4,532,897
-228,215
| -5% | -$11.7M |
|
195
Pinduoduo
PDD
$176B
| $231M | 0.08% |
1,728,891
+472,754
| +38% | +$63.3M |
|
196
Micron Technology
MU
$139B
| $231M | 0.08% |
2,622,976
-11,648
| -0.4% | -$1.03M |
|
197
General Motors
GM
$55.4B
| $230M | 0.08% |
4,003,597
+1,429,863
| +56% | +$82.2M |
|
198
iShares Russell 1000 ETF
IWB
$43.5B
| $229M | 0.08% |
1,021,480
+49,660
| +5% | +$11.1M |
|
199
Emerson Electric
EMR
$74.9B
| $226M | 0.08% |
2,507,883
+801,053
| +47% | +$72.3M |
|
200
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.5B
| $225M | 0.07% |
2,414,414
+35,794
| +2% | +$3.33M |
|