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 |
Apple
AAPL
|
$3.92B |
| 2 |
Invesco QQQ Trust
QQQ
|
$599M |
| 3 |
iQIYI
IQ
|
$395M |
| 4 |
Gaotu Techedu
GOTU
|
$394M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$344M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$559M |
| 2 |
Microsoft
MSFT
|
$402M |
| 3 |
Alibaba
BABA
|
$329M |
| 4 |
CZR
Caesars Entertainment Corporation
CZR
|
$226M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$225M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Consumer Discretionary | 8.54% |
| 3 | Financials | 7.78% |
| 4 | Healthcare | 7.68% |
| 5 | Communication Services | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Medtronic
MDT
$119B
| $1.26B | 0.48% | 12,142,741 -544,601 | -4% | -$56.6M |
|
27
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.6B
| $1.26B | 0.47% | 20,695,077 +45,146 | +0.2% | +$2.74M |
|
28
Salesforce
CRM
$245B
| $1.19B | 0.45% | 4,743,783 +38,920 | +0.8% | +$9.78M |
|
29
Cisco
CSCO
$274B
| $1.19B | 0.45% | 30,088,654 -1,046,886 | -3% | -$41.2M |
|
30
McDonald's
MCD
$224B
| $1.17B | 0.44% | 5,351,259 -263,408 | -5% | -$57.8M |
|
31
Thermo Fisher Scientific
TMO
$186B
| $1.17B | 0.44% | 2,643,422 -189,620 | -7% | -$83.7M |
|
32
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$28.4B
| $1.16B | 0.44% | 8,575,920 +609,782 | +8% | +$82.1M |
|
33
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $1.15B | 0.43% | 16,389,520 +37,785 | +0.2% | +$2.65M |
|
34
Comcast
CMCSA
$125B
| $1.13B | 0.43% | 24,489,811 -2,481,627 | -9% | -$115M |
|
35
SPDR Gold Trust
GLD
$106B
| $1.12B | 0.42% | 6,349,054 +183,572 | +3% | +$32.5M |
|
36
Vanguard Total Stock Market ETF
VTI
$526B
| $1.11B | 0.42% | 6,510,565 -245,970 | -4% | -$41.9M |
|
37
Coca-Cola
KO
$297B
| $1.11B | 0.42% | 22,406,002 +1,022,951 | +5% | +$50.5M |
|
|
38
Alphabet (Google) Class C
GOOG
$2.58T
| $1.11B | 0.42% | 752,390 -58,021 | -7% | -$85.3M |
|
39
UnitedHealth
UNH
$281B
| $1.1B | 0.41% | 3,522,045 -398,102 | -10% | -$124M |
|
40
Walt Disney
DIS
$213B
| $983M | 0.37% | 7,920,366 -236,647 | -3% | -$29.4M |
|
41
NVIDIA
NVDA
$4.25T
| $977M | 0.37% | 1,805,578 +228,857 | +15% | +$124M |
|
42
Vanguard S&P 500 ETF
VOO
$726B
| $937M | 0.35% | 3,045,644 +85,303 | +3% | +$26.2M |
|
43
iShares 20+ Year Treasury Bond ETF
TLT
$47.6B
| $934M | 0.35% | 5,723,120 +2,057,868 | +56% | +$336M |
|
44
Merck
MRK
$210B
| $931M | 0.35% | 11,225,364 +410,989 | +4% | +$34.1M |
|
45
NextEra Energy, Inc.
NEE
$148B
| $929M | 0.35% | 3,347,946 +267,592 | +9% | +$74.3M |
|
46
Lockheed Martin
LMT
$106B
| $928M | 0.35% | 2,422,136 -76,567 | -3% | -$29.3M |
|
47
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.3B
| $926M | 0.35% | 8,346,816 +2,391,009 | +40% | +$265M |
|
48
iShares Core S&P 500 ETF
IVV
$661B
| $912M | 0.34% | 2,715,134 -16,994 | -0.6% | -$5.71M |
|
49
Costco
COST
$418B
| $898M | 0.34% | 2,528,434 -472,478 | -16% | -$168M |
|
50
Berkshire Hathaway Class B
BRK.B
$1.09T
| $864M | 0.33% | 4,057,779 +615,922 | +18% | +$131M |
|