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 | +$1.12B | |
| 2 | +$679M | |
| 3 | +$574M | |
| 4 |
Medtronic
MDT
|
+$523M |
| 5 |
Workday
WDAY
|
+$518M |
Top Sells
| 1 | +$1.62B | |
| 2 | +$1.44B | |
| 3 | +$1.1B | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$835M |
| 5 |
Chevron
CVX
|
+$690M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 11.4% |
| 3 | Industrials | 8.29% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Gold Trust
GLD
$142B
| $2.4B | 0.38% |
6,747,999
+128,959
|
|
||
27
Mastercard
MA
$490B
| $2.32B | 0.36% |
4,072,004
+281,193
|
|
||
28
Netflix
NFLX
$425B
| $2.2B | 0.34% |
18,343,930
-411,670
|
|
||
29
Tesla
TSLA
$1.51T
| $2.11B | 0.33% |
4,733,819
-3,248,307
|
|
||
30
Exxon Mobil
XOM
$491B
| $2.04B | 0.32% |
18,092,473
+245,708
|
|
||
31
Goldman Sachs
GS
$256B
| $1.99B | 0.31% |
2,503,101
-328,245
|
|
||
32
Johnson & Johnson
JNJ
$487B
| $1.93B | 0.3% |
10,400,291
-2,139,866
|
|
||
33
Coca-Cola
KO
$301B
| $1.91B | 0.3% |
28,863,606
+2,214,332
|
|
||
34
Walmart
WMT
$917B
| $1.88B | 0.3% |
18,272,097
-1,509,855
|
|
||
35
iShares Core MSCI EAFE ETF
IEFA
$161B
| $1.86B | 0.29% |
21,274,307
+390,193
|
|
||
36
Procter & Gamble
PG
$335B
| $1.81B | 0.28% |
11,754,840
+632,365
|
|
||
37
Cisco
CSCO
$308B
| $1.77B | 0.28% |
25,869,275
-77,693
|
|
||
|
38
Chevron
CVX
$300B
| $1.72B | 0.27% |
11,092,421
-4,444,439
|
|
||
39
Micron Technology
MU
$267B
| $1.67B | 0.26% |
10,010,186
+437,421
|
|
||
40
Vanguard FTSE Developed Markets ETF
VEA
$188B
| $1.67B | 0.26% |
27,892,513
+470,053
|
|
||
41
Palo Alto Networks
PANW
$139B
| $1.65B | 0.26% |
8,084,781
+1,298,111
|
|
||
42
Morgan Stanley
MS
$281B
| $1.64B | 0.26% |
10,332,858
-788,745
|
|
||
43
Uber
UBER
$190B
| $1.63B | 0.26% |
16,661,853
+3,225,655
|
|
||
44
Vanguard Mid-Cap ETF
VO
$90.2B
| $1.63B | 0.25% |
5,536,201
-139,582
|
|
||
45
McDonald's
MCD
$222B
| $1.61B | 0.25% |
5,308,014
+289,294
|
|
||
46
Honeywell
HON
$121B
| $1.58B | 0.25% |
7,488,492
+260,690
|
|
||
47
UnitedHealth
UNH
$300B
| $1.58B | 0.25% |
4,563,531
+158,349
|
|
||
48
Qualcomm
QCOM
$187B
| $1.57B | 0.25% |
9,457,319
-1,005,269
|
|
||
49
RTX Corp
RTX
$229B
| $1.56B | 0.25% |
9,345,856
-1,064,232
|
|
||
50
iShares Russell 1000 Value ETF
IWD
$68.1B
| $1.56B | 0.24% |
7,678,670
-135,586
|
|