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 | |
|---|---|---|---|---|---|---|
201
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $126M | 0.09% |
+2,708,198
| New | +$126M |
|
202
FedEx
FDX
$53.2B
| $126M | 0.09% |
+723,071
| New | +$126M |
|
203
Vanguard S&P 500 ETF
VOO
$730B
| $125M | 0.09% |
+665,339
| New | +$125M |
|
204
iShares National Muni Bond ETF
MUB
$38.7B
| $125M | 0.09% |
+1,135,771
| New | +$125M |
|
205
Televisa
TV
$1.52B
| $125M | 0.09% |
+3,669,700
| New | +$125M |
|
206
Baxter International
BAX
$12.1B
| $125M | 0.09% |
+3,137,110
| New | +$125M |
|
207
Viatris
VTRS
$12B
| $124M | 0.09% |
+2,196,012
| New | +$124M |
|
208
Duke Energy
DUK
$94B
| $124M | 0.09% |
+1,481,539
| New | +$124M |
|
209
HP
HPQ
$27B
| $123M | 0.09% |
+6,730,076
| New | +$123M |
|
|
TRLA
210
DELISTED
TRULIA INC (DEL)
TRLA
| $122M | 0.09% |
+2,649,650
| New | +$122M |
|
211
Vodafone
VOD
$28.3B
| $122M | 0.09% |
+3,567,157
| New | +$122M |
|
|
NGLS
212
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
| $122M | 0.09% |
+2,541,420
| New | +$122M |
|
213
CME Group
CME
$96.4B
| $122M | 0.09% |
+1,371,933
| New | +$122M |
|
|
PL
214
DELISTED
PROTECTIVE LIFE CORP
PL
| $121M | 0.08% |
+1,742,836
| New | +$121M |
|
215
T Rowe Price
TROW
$24.5B
| $121M | 0.08% |
+1,405,688
| New | +$121M |
|
216
Mastercard
MA
$538B
| $120M | 0.08% |
+1,388,751
| New | +$120M |
|
217
Ares Capital
ARCC
$15.8B
| $120M | 0.08% |
+7,662,223
| New | +$120M |
|
218
iShares China Large-Cap ETF
FXI
$6.55B
| $119M | 0.08% |
+2,862,405
| New | +$119M |
|
219
AstraZeneca
AZN
$254B
| $119M | 0.08% |
+3,384,656
| New | +$119M |
|
220
Delta Air Lines
DAL
$39.5B
| $118M | 0.08% |
+2,402,624
| New | +$118M |
|
221
Halliburton
HAL
$19.2B
| $117M | 0.08% |
+2,981,986
| New | +$117M |
|
|
NS
222
DELISTED
NuStar Energy L.P.
NS
| $117M | 0.08% |
+2,018,556
| New | +$117M |
|
223
Hartford Financial Services
HIG
$37.9B
| $116M | 0.08% |
+2,780,840
| New | +$116M |
|
224
Booking.com
BKNG
$181B
| $114M | 0.08% |
+100,101
| New | +$114M |
|
225
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.2B
| $113M | 0.08% |
+2,068,822
| New | +$113M |
|