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 |
NVIDIA
NVDA
|
$1.19B |
| 2 |
Apple
AAPL
|
$520M |
| 3 |
Microsoft
MSFT
|
$501M |
| 4 |
Meta Platforms (Facebook)
META
|
$465M |
| 5 |
Willis Towers Watson
WTW
|
$423M |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.3B |
| 2 |
Invesco QQQ Trust
QQQ
|
$608M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$282M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$211M |
| 5 |
Danaher
DHR
|
$186M |
Sector Composition
| 1 | Technology | 16.17% |
| 2 | Financials | 9.63% |
| 3 | Consumer Discretionary | 8.07% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walt Disney
DIS
$213B
| $1.38B | 0.43% | 8,165,147 -342,680 | -4% | -$58M |
|
27
Intel
INTC
$107B
| $1.35B | 0.42% | 25,315,695 -1,302,475 | -5% | -$69.4M |
|
28
Medtronic
MDT
$119B
| $1.31B | 0.41% | 10,472,229 -521,364 | -5% | -$65.4M |
|
29
Thermo Fisher Scientific
TMO
$186B
| $1.31B | 0.41% | 2,287,931 -10,592 | -0.5% | -$6.05M |
|
30
Adobe
ADBE
$151B
| $1.28B | 0.4% | 2,214,674 -320,032 | -13% | -$184M |
|
31
McDonald's
MCD
$224B
| $1.24B | 0.39% | 5,131,872 +34,900 | +0.7% | +$8.41M |
|
32
Costco
COST
$418B
| $1.19B | 0.38% | 2,652,351 +109,827 | +4% | +$49.4M |
|
33
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.18B | 0.37% | 19,152,054 +212,839 | +1% | +$13.1M |
|
34
Comcast
CMCSA
$125B
| $1.18B | 0.37% | 21,116,181 -1,161,556 | -5% | -$65M |
|
35
Vanguard S&P 500 ETF
VOO
$726B
| $1.17B | 0.37% | 2,975,922 +17,034 | +0.6% | +$6.72M |
|
36
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.17B | 0.37% | 4,430,470 +80,769 | +2% | +$21.2M |
|
37
UnitedHealth
UNH
$281B
| $1.1B | 0.35% | 2,826,461 -157,983 | -5% | -$61.7M |
|
38
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.09B | 0.34% | 6,934,212 +124,598 | +2% | +$19.5M |
|
39
Coca-Cola
KO
$297B
| $1.07B | 0.34% | 20,397,762 +1,225,208 | +6% | +$64.3M |
|
40
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.05B | 0.33% | 3,834,242 +59,812 | +2% | +$16.3M |
|
41
AbbVie
ABBV
$372B
| $1.04B | 0.33% | 9,658,887 +21,075 | +0.2% | +$2.27M |
|
42
PayPal
PYPL
$67.1B
| $1.03B | 0.32% | 3,951,167 +635,335 | +19% | +$165M |
|
43
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.02B | 0.32% | 9,359,673 -154,311 | -2% | -$16.8M |
|
44
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1B | 0.32% | 19,846,988 +550,624 | +3% | +$27.8M |
|
45
NextEra Energy, Inc.
NEE
$148B
| $982M | 0.31% | 12,505,619 +738,479 | +6% | +$58M |
|
46
iShares MSCI ACWI ETF
ACWI
$22B
| $955M | 0.3% | 9,555,910 -1,539,079 | -14% | -$154M |
|
47
Merck
MRK
$210B
| $950M | 0.3% | 12,646,488 +1,874,333 | +17% | +$141M |
|
48
Broadcom
AVGO
$1.4T
| $950M | 0.3% | 1,958,571 -141,827 | -7% | -$68.8M |
|
49
Honeywell
HON
$139B
| $918M | 0.29% | 4,324,368 +190,056 | +5% | +$40.3M |
|
50
United Parcel Service
UPS
$74.1B
| $918M | 0.29% | 5,041,005 -11,372 | -0.2% | -$2.07M |
|