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 | |
|---|---|---|---|---|---|---|
26
Mastercard
MA
$538B
| $2.13B | 0.37% | 3,790,811 +191,072 | +5% | +$107M |
|
27
Home Depot
HD
$405B
| $2.05B | 0.36% | 5,594,029 -1,310,463 | -19% | -$480M |
|
28
SPDR Gold Trust
GLD
$106B
| $2.02B | 0.35% | 6,619,040 -1,459,229 | -18% | -$445M |
|
29
Goldman Sachs
GS
$226B
| $2B | 0.35% | 2,831,346 -160,494 | -5% | -$114M |
|
30
Walmart
WMT
$774B
| $1.93B | 0.33% | 19,781,952 -1,040,322 | -5% | -$102M |
|
31
iShares Core S&P 500 ETF
IVV
$661B
| $1.93B | 0.33% | 3,100,486 -713,682 | -19% | -$443M |
|
32
Exxon Mobil
XOM
$487B
| $1.92B | 0.33% | 17,846,765 +388,941 | +2% | +$41.9M |
|
33
Johnson & Johnson
JNJ
$427B
| $1.92B | 0.33% | 12,540,157 +631,134 | +5% | +$96.4M |
|
34
Coca-Cola
KO
$297B
| $1.89B | 0.33% | 26,649,274 -706,148 | -3% | -$50M |
|
35
TSMC
TSM
$1.2T
| $1.88B | 0.33% | 8,315,134 -1,719 | -0% | -$389K |
|
36
Cisco
CSCO
$274B
| $1.8B | 0.31% | 25,946,968 -5,138,034 | -17% | -$356M |
|
37
Procter & Gamble
PG
$368B
| $1.77B | 0.31% | 11,122,475 -1,520,559 | -12% | -$242M |
|
38
iShares Core MSCI EAFE ETF
IEFA
$149B
| $1.74B | 0.3% | 20,884,114 -2,252,811 | -10% | -$188M |
|
39
Honeywell
HON
$139B
| $1.68B | 0.29% | 7,227,802 +427,316 | +6% | +$99.5M |
|
40
Salesforce
CRM
$245B
| $1.68B | 0.29% | 6,154,612 +202,056 | +3% | +$55.1M |
|
41
Qualcomm
QCOM
$173B
| $1.67B | 0.29% | 10,462,588 +1,631,145 | +18% | +$260M |
|
42
Vanguard Mid-Cap ETF
VO
$87.5B
| $1.59B | 0.28% | 5,675,783 +51,750 | +0.9% | +$14.5M |
|
43
Morgan Stanley
MS
$240B
| $1.57B | 0.27% | 11,121,603 -1,005,119 | -8% | -$142M |
|
44
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.56B | 0.27% | 27,422,460 +675,452 | +3% | +$38.5M |
|
45
RTX Corp
RTX
$212B
| $1.52B | 0.26% | 10,410,088 +1,454,212 | +16% | +$212M |
|
46
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.52B | 0.26% | 7,814,256 -146,116 | -2% | -$28.4M |
|
47
McDonald's
MCD
$224B
| $1.47B | 0.25% | 5,018,720 -1,318,921 | -21% | -$385M |
|
48
Bank of America
BAC
$376B
| $1.43B | 0.25% | 30,148,861 -6,673,340 | -18% | -$316M |
|
49
Eaton
ETN
$136B
| $1.43B | 0.25% | 3,993,221 -692,438 | -15% | -$247M |
|
50
Palo Alto Networks
PANW
$127B
| $1.39B | 0.24% | 6,786,670 -349,450 | -5% | -$71.5M |
|