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 | +$766M | |
| 2 | +$470M | |
| 3 | +$467M | |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 | +$1.56B | |
| 2 | +$1.35B | |
| 3 | +$1.06B | |
| 4 |
NVIDIA
NVDA
|
+$827M |
| 5 |
Hewlett Packard
HPE
|
+$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.81T
| $15.7B | 2.72% |
31,597,858
-1,300,257
|
|
||
|
2
NVIDIA
NVDA
$4.39T
| $15.2B | 2.63% |
96,193,013
-5,233,049
|
|
||
3
Apple
AAPL
$3.69T
| $11.1B | 1.92% |
54,134,464
-6,594,339
|
|
||
4
Amazon
AMZN
$2.29T
| $7.87B | 1.36% |
35,880,479
-1,697,865
|
|
||
5
Broadcom
AVGO
$1.67T
| $7.03B | 1.22% |
25,517,251
-2,079,126
|
|
||
6
Meta Platforms (Facebook)
META
$1.8T
| $6.79B | 1.18% |
9,202,573
-505,737
|
|
||
7
SPDR S&P 500 ETF Trust
SPY
$660B
| $6.33B | 1.1% |
10,242,587
-2,522,372
|
|
||
8
JPMorgan Chase
JPM
$840B
| $5.92B | 1.03% |
20,436,627
-1,529,846
|
|
||
9
Alphabet (Google) Class A
GOOGL
$3T
| $4.55B | 0.79% |
25,816,156
-1,799,952
|
|
||
10
Visa
V
$671B
| $4.24B | 0.73% |
11,954,399
+389,781
|
|
||
11
UBS Group
UBS
$124B
| $3.92B | 0.68% |
115,915,485
-31,355,557
|
|
||
|
12
Alphabet (Google) Class C
GOOG
$3.01T
| $3.87B | 0.67% |
21,791,946
-2,617,809
|
|
||
13
Invesco QQQ Trust
QQQ
$382B
| $3.06B | 0.53% |
5,540,629
+147,528
|
|
||
14
Eli Lilly
LLY
$738B
| $3.06B | 0.53% |
3,919,407
+80,555
|
|
||
15
Costco
COST
$425B
| $2.91B | 0.5% |
2,938,539
+209,380
|
|
||
16
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.61B | 0.45% |
5,365,582
-614,692
|
|
||
17
Vanguard Growth ETF
VUG
$194B
| $2.59B | 0.45% |
5,916,441
+40,308
|
|
||
18
iShares Russell 1000 Growth ETF
IWF
$122B
| $2.56B | 0.44% |
6,018,469
-294,329
|
|
||
19
Tesla
TSLA
$1.44T
| $2.54B | 0.44% |
7,982,126
+1,478,430
|
|
||
20
Netflix
NFLX
$515B
| $2.51B | 0.43% |
1,875,560
+256,704
|
|
||
21
Vanguard Value ETF
VTV
$147B
| $2.43B | 0.42% |
13,769,824
+343,858
|
|
||
22
Oracle
ORCL
$862B
| $2.34B | 0.41% |
10,705,824
+18,588
|
|
||
23
Vanguard S&P 500 ETF
VOO
$756B
| $2.29B | 0.4% |
4,027,962
+27,635
|
|
||
24
Chevron
CVX
$305B
| $2.22B | 0.39% |
15,536,860
+1,328,974
|
|
||
25
AbbVie
ABBV
$401B
| $2.19B | 0.38% |
11,804,484
+91,644
|
|