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 |
NextEra Energy, Inc.
NEE
|
$686M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$452M |
| 3 |
UBS Group
UBS
|
$449M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$367M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$357M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.04B |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.37B |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.26B |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.19B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.02B |
Sector Composition
| 1 | Technology | 15.02% |
| 2 | Financials | 9.08% |
| 3 | Consumer Discretionary | 8.57% |
| 4 | Healthcare | 7.93% |
| 5 | Communication Services | 6.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Adobe
ADBE
$151B
| $1.3B | 0.44% | 2,601,438 -36,406 | -1% | -$18.2M |
|
27
Thermo Fisher Scientific
TMO
$186B
| $1.27B | 0.43% | 2,721,066 +77,644 | +3% | +$36.2M |
|
|
28
Vanguard Mid-Cap ETF
VO
$87.5B
| $1.21B | 0.41% | 5,859,287 -6,604,946 | -53% | -$1.37B |
|
29
SPDR Gold Trust
GLD
$106B
| $1.21B | 0.41% | 6,756,322 +407,268 | +6% | +$72.6M |
|
30
UnitedHealth
UNH
$281B
| $1.18B | 0.4% | 3,355,629 -166,416 | -5% | -$58.4M |
|
31
Stellantis
STLA
$27.8B
| $1.14B | 0.39% | 63,141,587 -5,104,768 | -7% | -$92.3M |
|
32
McDonald's
MCD
$224B
| $1.09B | 0.37% | 5,073,578 -277,681 | -5% | -$59.6M |
|
33
Coca-Cola
KO
$297B
| $1.08B | 0.37% | 19,760,446 -2,645,556 | -12% | -$145M |
|
|
34
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.08B | 0.37% | 17,456,318 -20,251,264 | -54% | -$1.26B |
|
35
Honeywell
HON
$139B
| $1.08B | 0.36% | 5,059,431 +548,899 | +12% | +$117M |
|
36
Vanguard Value ETF
VTV
$144B
| $1.06B | 0.36% | 8,889,815 -6,588,634 | -43% | -$784M |
|
37
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.05B | 0.36% | 4,547,837 +490,058 | +12% | +$114M |
|
38
AbbVie
ABBV
$372B
| $1.02B | 0.35% | 9,555,848 +883,025 | +10% | +$94.6M |
|
39
Vanguard S&P 500 ETF
VOO
$726B
| $1.01B | 0.34% | 2,947,007 -98,637 | -3% | -$33.9M |
|
40
iShares Core S&P 500 ETF
IVV
$661B
| $1B | 0.34% | 2,666,055 -49,079 | -2% | -$18.4M |
|
41
Salesforce
CRM
$245B
| $986M | 0.33% | 4,431,172 -312,611 | -7% | -$69.6M |
|
42
Costco
COST
$418B
| $978M | 0.33% | 2,595,556 +67,122 | +3% | +$25.3M |
|
43
NVIDIA
NVDA
$4.25T
| $976M | 0.33% | 1,869,082 +63,504 | +4% | +$33.2M |
|
44
Technology Select Sector SPDR Fund
XLK
$84.1B
| $959M | 0.32% | 7,372,240 +1,334,046 | +22% | +$173M |
|
|
45
NextEra Energy, Inc.
NEE
$148B
| $944M | 0.32% | 12,236,233 +8,888,287 | +265% | +$686M |
|
46
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $912M | 0.31% | 3,968,280 +141,185 | +4% | +$32.4M |
|
47
United Parcel Service
UPS
$74.1B
| $872M | 0.29% | 5,178,938 +811,191 | +19% | +$137M |
|
|
48
iShares MSCI EAFE ETF
EFA
$66B
| $859M | 0.29% | 11,779,862 -16,299,830 | -58% | -$1.19B |
|
49
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $848M | 0.29% | 9,230,702 -7,158,818 | -44% | -$658M |
|
50
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $847M | 0.29% | 17,943,994 +398,188 | +2% | +$18.8M |
|