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 | |
|---|---|---|---|---|---|---|
26
Mastercard
MA
$510B
| $2.13B | 0.37% |
3,790,811
+191,072
|
|
||
27
Home Depot
HD
$387B
| $2.05B | 0.36% |
5,594,029
-1,310,463
|
|
||
28
SPDR Gold Trust
GLD
$135B
| $2.02B | 0.35% |
6,619,040
-1,459,229
|
|
||
29
Goldman Sachs
GS
$236B
| $2B | 0.35% |
2,831,346
-160,494
|
|
||
30
Walmart
WMT
$868B
| $1.93B | 0.33% |
19,781,952
-1,040,322
|
|
||
31
iShares Core S&P 500 ETF
IVV
$661B
| $1.93B | 0.33% |
3,100,486
-713,682
|
|
||
32
Exxon Mobil
XOM
$477B
| $1.92B | 0.33% |
17,846,765
+388,941
|
|
||
33
Johnson & Johnson
JNJ
$461B
| $1.92B | 0.33% |
12,540,157
+631,134
|
|
||
34
Coca-Cola
KO
$288B
| $1.89B | 0.33% |
26,649,274
-706,148
|
|
||
35
TSMC
TSM
$1.58T
| $1.88B | 0.33% |
8,315,134
-1,719
|
|
||
36
Cisco
CSCO
$275B
| $1.8B | 0.31% |
25,946,968
-5,138,034
|
|
||
37
Procter & Gamble
PG
$345B
| $1.77B | 0.31% |
11,122,475
-1,520,559
|
|
||
38
iShares Core MSCI EAFE ETF
IEFA
$156B
| $1.74B | 0.3% |
20,884,114
-2,252,811
|
|
||
39
Honeywell
HON
$129B
| $1.68B | 0.29% |
7,227,802
+427,316
|
|
||
40
Salesforce
CRM
$226B
| $1.68B | 0.29% |
6,154,612
+202,056
|
|
||
41
Qualcomm
QCOM
$175B
| $1.67B | 0.29% |
10,462,588
+1,631,145
|
|
||
42
Vanguard Mid-Cap ETF
VO
$88.5B
| $1.59B | 0.28% |
5,675,783
+51,750
|
|
||
43
Morgan Stanley
MS
$259B
| $1.57B | 0.27% |
11,121,603
-1,005,119
|
|
||
44
Vanguard FTSE Developed Markets ETF
VEA
$177B
| $1.56B | 0.27% |
27,422,460
+675,452
|
|
||
45
RTX Corp
RTX
$211B
| $1.52B | 0.26% |
10,410,088
+1,454,212
|
|
||
46
iShares Russell 1000 Value ETF
IWD
$64.7B
| $1.52B | 0.26% |
7,814,256
-146,116
|
|
||
47
McDonald's
MCD
$219B
| $1.47B | 0.25% |
5,018,720
-1,318,921
|
|
||
48
Bank of America
BAC
$388B
| $1.43B | 0.25% |
30,148,861
-6,673,340
|
|
||
49
Eaton
ETN
$149B
| $1.43B | 0.25% |
3,993,221
-692,438
|
|
||
50
Palo Alto Networks
PANW
$140B
| $1.39B | 0.24% |
6,786,670
-349,450
|
|