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 | +$4.47B | |
| 2 | +$2.93B | |
| 3 | +$2.75B | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| 1 | +$1.44B | |
| 2 | +$919M | |
| 3 | +$851M | |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 9.94% |
| 3 | Industrials | 8.38% |
| 4 | Healthcare | 7.46% |
| 5 | Consumer Discretionary | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.97T
| $14.5B | 2.57% |
83,172,224
+5,682,770
|
|
||
2
Apple
AAPL
$4.28T
| $12.7B | 2.25% |
50,015,661
+5,468,504
|
|
||
3
Microsoft
MSFT
$2.9T
| $12.2B | 2.17% |
33,034,656
+4,990,468
|
|
||
4
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $8B | 1.42% |
12,302,084
+1,454,597
|
|
||
5
Broadcom
AVGO
$1.82T
| $7.63B | 1.35% |
24,644,919
+870,563
|
|
||
6
Amazon
AMZN
$2.57T
| $7.17B | 1.27% |
34,407,951
-198,126
|
|
||
7
Alphabet (Google) Class A
GOOGL
$4.39T
| $6.95B | 1.23% |
24,155,485
+1,979,691
|
|
||
8
iShares Core MSCI EAFE ETF
IEFA
$186B
| $6.28B | 1.11% |
69,333,011
+47,841,826
|
|
||
9
JPMorgan Chase
JPM
$859B
| $5.62B | 1% |
19,111,750
+216,115
|
|
||
|
10
Alphabet (Google) Class C
GOOG
$4.37T
| $5.31B | 0.94% |
18,526,273
-1,327,645
|
|
||
11
Meta Platforms (Facebook)
META
$1.44T
| $5.29B | 0.94% |
9,241,734
-40,049
|
|
||
12
UBS Group
UBS
$161B
| $4.18B | 0.74% |
106,890,182
-33,600,186
|
|
||
|
13
Vanguard Mid-Cap ETF
VO
$104B
| $3.85B | 0.68% |
53,596,264
+31,322,628
|
|
||
14
TSMC
TSM
$2.2T
| $3.72B | 0.66% |
11,007,197
+3,719,110
|
|
||
15
Eli Lilly
LLY
$1.01T
| $3.72B | 0.66% |
4,043,568
+479,648
|
|
||
16
Visa
V
$613B
| $3.64B | 0.65% |
12,048,170
+446,172
|
|
||
17
Invesco QQQ Trust
QQQ
$477B
| $3.53B | 0.63% |
6,119,863
+157,793
|
|
||
18
Vanguard Russell 1000 Growth ETF
VONG
$43.8B
| $3.16B | 0.56% |
28,823,535
+25,086,363
|
|
||
19
iShares Core S&P 500 ETF
IVV
$812B
| $3.06B | 0.54% |
4,681,918
+1,432,944
|
|
||
20
AbbVie
ABBV
$402B
| $3.06B | 0.54% |
14,051,196
+3,524,276
|
|
||
21
Vanguard Russell 1000 Value ETF
VONV
$20.1B
| $2.94B | 0.52% |
31,311,151
+28,657,725
|
|
||
|
22
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
| $2.87B | 0.51% |
56,079,950
+52,031,591
|
|
||
23
SPDR Gold Trust
GLD
$137B
| $2.83B | 0.5% |
6,583,658
+897,550
|
|
||
24
Vanguard S&P 500 ETF
VOO
$976B
| $2.8B | 0.5% |
4,680,514
+649,812
|
|
||
25
Exxon Mobil
XOM
$609B
| $2.74B | 0.49% |
16,122,823
+1,013,392
|
|