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 | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $4.2B | 2.94% | +20,431,960 | New | +$4.2B |
|
|
2
Apple
AAPL
$3.45T
| $2.09B | 1.46% | +18,924,160 | New | +$2.09B |
|
|
3
UBS Group
UBS
$128B
| $1.68B | 1.17% | +98,249,484 | New | +$1.68B |
|
|
4
Microsoft
MSFT
$3.77T
| $1.34B | 0.94% | +28,883,426 | New | +$1.34B |
|
|
5
Qualcomm
QCOM
$173B
| $1.25B | 0.87% | +16,783,681 | New | +$1.25B |
|
6
Johnson & Johnson
JNJ
$427B
| $1.21B | 0.85% | +11,569,979 | New | +$1.21B |
|
7
Intel
INTC
$107B
| $1.08B | 0.76% | +29,808,417 | New | +$1.08B |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $984M | 0.69% | +1,860,418 | New | +$984M |
|
9
Vanguard Total Stock Market ETF
VTI
$526B
| $976M | 0.68% | +9,204,031 | New | +$976M |
|
10
JPMorgan Chase
JPM
$829B
| $961M | 0.67% | +15,354,622 | New | +$961M |
|
11
Financial Select Sector SPDR Fund
XLF
$53.2B
| $911M | 0.64% | +36,835,691 | New | +$911M |
|
12
GE Aerospace
GE
$292B
| $887M | 0.62% | +35,093,579 | New | +$887M |
|
13
iShares Russell 2000 ETF
IWM
$66B
| $809M | 0.57% | +6,760,856 | New | +$809M |
|
14
Exxon Mobil
XOM
$487B
| $768M | 0.54% | +8,311,634 | New | +$768M |
|
15
Enterprise Products Partners
EPD
$69.6B
| $751M | 0.52% | +20,783,606 | New | +$751M |
|
16
RTX Corp
RTX
$212B
| $725M | 0.51% | +6,307,694 | New | +$725M |
|
17
Gilead Sciences
GILD
$140B
| $693M | 0.48% | +7,356,148 | New | +$693M |
|
18
Merck
MRK
$210B
| $679M | 0.47% | +11,955,983 | New | +$679M |
|
19
Procter & Gamble
PG
$368B
| $678M | 0.47% | +7,438,969 | New | +$678M |
|
20
Pfizer
PFE
$141B
| $673M | 0.47% | +21,616,412 | New | +$673M |
|
21
Bank of America
BAC
$376B
| $664M | 0.46% | +37,131,268 | New | +$664M |
|
22
Coca-Cola
KO
$297B
| $659M | 0.46% | +15,602,322 | New | +$659M |
|
23
Wells Fargo
WFC
$263B
| $647M | 0.45% | +11,794,330 | New | +$647M |
|
24
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $627M | 0.44% | +2,375,775 | New | +$627M |
|
25
Boeing
BA
$177B
| $620M | 0.43% | +4,772,101 | New | +$620M |
|