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 | +$1.26B | |
| 2 | +$745M | |
| 3 | +$725M | |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| 1 | +$1.87B | |
| 2 | +$1.41B | |
| 3 | +$1.16B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 8.16% |
| 4 | Industrials | 8.07% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Gold Trust
GLD
$181B
| $2.25B | 0.45% |
5,686,108
-1,061,891
|
|
||
27
Mastercard
MA
$462B
| $2.24B | 0.44% |
3,927,382
-144,622
|
|
||
|
28
iShares Core S&P 500 ETF
IVV
$741B
| $2.23B | 0.44% |
3,248,974
-1,523,227
|
|
||
29
TSMC
TSM
$1.81T
| $2.21B | 0.44% |
7,288,087
-1,342,803
|
|
||
30
Oracle
ORCL
$436B
| $2.21B | 0.44% |
11,314,085
-220,415
|
|
||
31
Goldman Sachs
GS
$247B
| $2.15B | 0.43% |
2,446,152
-56,949
|
|
||
32
Johnson & Johnson
JNJ
$585B
| $2.07B | 0.41% |
9,984,291
-416,000
|
|
||
33
Merck
MRK
$290B
| $2.02B | 0.4% |
19,178,272
+2,272,264
|
|
||
34
iShares Core MSCI EAFE ETF
IEFA
$172B
| $1.92B | 0.38% |
21,491,185
+216,878
|
|
||
35
Morgan Stanley
MS
$255B
| $1.89B | 0.37% |
10,642,269
+309,411
|
|
||
36
Invesco S&P 500 Equal Weight ETF
RSP
$87.7B
| $1.88B | 0.37% |
9,824,792
+2,795,631
|
|
||
37
Netflix
NFLX
$415B
| $1.88B | 0.37% |
20,002,585
+1,658,655
|
|
||
38
Exxon Mobil
XOM
$627B
| $1.82B | 0.36% |
15,109,431
-2,983,042
|
|
||
39
Tesla
TSLA
$1.5T
| $1.81B | 0.36% |
4,019,633
-714,186
|
|
||
40
Chevron
CVX
$375B
| $1.76B | 0.35% |
11,555,593
+463,172
|
|
||
41
Vanguard FTSE Developed Markets ETF
VEA
$206B
| $1.72B | 0.34% |
27,524,012
-368,501
|
|
||
42
Coca-Cola
KO
$335B
| $1.71B | 0.34% |
24,449,622
-4,413,984
|
|
||
43
Bank of America
BAC
$344B
| $1.67B | 0.33% |
30,366,854
+1,075,667
|
|
||
44
RTX Corp
RTX
$280B
| $1.66B | 0.33% |
9,026,670
-319,186
|
|
||
45
Palo Alto Networks
PANW
$135B
| $1.63B | 0.32% |
8,836,576
+751,795
|
|
||
46
Vanguard Mid-Cap ETF
VO
$93.8B
| $1.62B | 0.32% |
5,568,409
+32,208
|
|
||
47
Qualcomm
QCOM
$147B
| $1.58B | 0.31% |
9,208,839
-248,480
|
|
||
48
Alibaba
BABA
$317B
| $1.57B | 0.31% |
10,709,880
+2,282,305
|
|
||
49
iShares Core S&P Mid-Cap ETF
IJH
$108B
| $1.53B | 0.3% |
23,117,303
+32,675
|
|
||
50
McDonald's
MCD
$236B
| $1.52B | 0.3% |
4,962,062
-345,952
|
|