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 |
AMRZ
Amrize Ltd
AMRZ
|
$766M |
| 2 |
O'Reilly Automotive
ORLY
|
$607M |
| 3 |
Tesla
TSLA
|
$470M |
| 4 |
Suncor Energy
SU
|
$467M |
| 5 |
Accenture
ACN
|
$413M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56B |
| 2 |
Apple
AAPL
|
$1.35B |
| 3 |
UBS Group
UBS
|
$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 | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.79T
| $15.7B | 2.72% | 31,597,858 -1,300,257 | -4% | -$647M |
|
|
2
NVIDIA
NVDA
$4.39T
| $15.2B | 2.63% | 96,193,013 -5,233,049 | -5% | -$827M |
|
|
3
Apple
AAPL
$3.45T
| $11.1B | 1.92% | 54,134,464 -6,594,339 | -11% | -$1.35B |
|
4
Amazon
AMZN
$2.47T
| $7.87B | 1.36% | 35,880,479 -1,697,865 | -5% | -$372M |
|
5
Broadcom
AVGO
$1.45T
| $7.03B | 1.22% | 25,517,251 -2,079,126 | -8% | -$573M |
|
6
Meta Platforms (Facebook)
META
$1.89T
| $6.79B | 1.18% | 9,202,573 -505,737 | -5% | -$373M |
|
|
7
SPDR S&P 500 ETF Trust
SPY
$659B
| $6.33B | 1.1% | 10,242,587 -2,522,372 | -20% | -$1.56B |
|
8
JPMorgan Chase
JPM
$828B
| $5.92B | 1.03% | 20,436,627 -1,529,846 | -7% | -$444M |
|
9
Alphabet (Google) Class A
GOOGL
$2.56T
| $4.55B | 0.79% | 25,816,156 -1,799,952 | -7% | -$317M |
|
10
Visa
V
$679B
| $4.24B | 0.73% | 11,954,399 +389,781 | +3% | +$138M |
|
|
11
UBS Group
UBS
$129B
| $3.92B | 0.68% | 115,915,485 -31,355,557 | -21% | -$1.06B |
|
|
12
Alphabet (Google) Class C
GOOG
$2.57T
| $3.87B | 0.67% | 21,791,946 -2,617,809 | -11% | -$464M |
|
13
Invesco QQQ Trust
QQQ
$369B
| $3.06B | 0.53% | 5,540,629 +147,528 | +3% | +$81.4M |
|
14
Eli Lilly
LLY
$656B
| $3.06B | 0.53% | 3,919,407 +80,555 | +2% | +$62.8M |
|
15
Costco
COST
$419B
| $2.91B | 0.5% | 2,938,539 +209,380 | +8% | +$207M |
|
16
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.61B | 0.45% | 5,365,582 -614,692 | -10% | -$299M |
|
17
Vanguard Growth ETF
VUG
$185B
| $2.59B | 0.45% | 5,916,441 +40,308 | +0.7% | +$17.7M |
|
18
iShares Russell 1000 Growth ETF
IWF
$116B
| $2.56B | 0.44% | 6,018,469 -294,329 | -5% | -$125M |
|
|
19
Tesla
TSLA
$1.12T
| $2.54B | 0.44% | 7,982,126 +1,478,430 | +23% | +$470M |
|
20
Netflix
NFLX
$523B
| $2.51B | 0.43% | 1,875,560 +256,704 | +16% | +$344M |
|
21
Vanguard Value ETF
VTV
$144B
| $2.43B | 0.42% | 13,769,824 +343,858 | +3% | +$60.8M |
|
22
Oracle
ORCL
$675B
| $2.34B | 0.41% | 10,705,824 +18,588 | +0.2% | +$4.06M |
|
23
Vanguard S&P 500 ETF
VOO
$726B
| $2.29B | 0.4% | 4,027,962 +27,635 | +0.7% | +$15.7M |
|
24
Chevron
CVX
$321B
| $2.22B | 0.39% | 15,536,860 +1,328,974 | +9% | +$190M |
|
25
AbbVie
ABBV
$367B
| $2.19B | 0.38% | 11,804,484 +91,644 | +0.8% | +$17M |
|