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 |
Tesla
TSLA
|
$448M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$344M |
| 3 |
Exxon Mobil
XOM
|
$302M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$234M |
| 5 |
TSMC
TSM
|
$231M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$924M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$837M |
| 3 |
UBS Group
UBS
|
$706M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
$462M |
| 5 |
Invesco QQQ Trust
QQQ
|
$388M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.21% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$324B
| $1.39B | 0.46% | 8,533,965 +1,363,480 | +19% | +$222M |
|
27
Broadcom
AVGO
$1.4T
| $1.36B | 0.45% | 2,155,140 +234,769 | +12% | +$148M |
|
|
28
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.34B | 0.45% | 3,799,379 +664,305 | +21% | +$234M |
|
29
iShares Russell 2000 ETF
IWM
$67B
| $1.31B | 0.44% | 6,376,284 +747,667 | +13% | +$153M |
|
30
Intel
INTC
$107B
| $1.29B | 0.43% | 26,003,933 +2,494,826 | +11% | +$124M |
|
31
Thermo Fisher Scientific
TMO
$186B
| $1.28B | 0.43% | 2,162,908 +41,987 | +2% | +$24.8M |
|
32
Vanguard S&P 500 ETF
VOO
$726B
| $1.28B | 0.43% | 3,072,175 +71,968 | +2% | +$29.9M |
|
33
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.22B | 0.41% | 4,564,869 +71,307 | +2% | +$19.1M |
|
34
Accenture
ACN
$162B
| $1.22B | 0.41% | 3,619,444 -459,705 | -11% | -$155M |
|
35
McDonald's
MCD
$224B
| $1.21B | 0.4% | 4,908,576 -49,349 | -1% | -$12.2M |
|
36
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.2B | 0.4% | 7,259,032 +108,796 | +2% | +$18.1M |
|
37
Salesforce
CRM
$245B
| $1.15B | 0.38% | 5,407,538 -248,864 | -4% | -$52.8M |
|
38
United Parcel Service
UPS
$74.1B
| $1.14B | 0.38% | 5,313,574 +179,693 | +4% | +$38.5M |
|
39
Coca-Cola
KO
$297B
| $1.13B | 0.38% | 18,278,779 -1,429,988 | -7% | -$88.7M |
|
40
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.09B | 0.36% | 22,692,530 +1,841,387 | +9% | +$88.4M |
|
41
Union Pacific
UNP
$133B
| $1.09B | 0.36% | 3,986,173 -427,512 | -10% | -$117M |
|
42
NextEra Energy, Inc.
NEE
$148B
| $1.08B | 0.36% | 12,717,822 -295,314 | -2% | -$25M |
|
43
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.06B | 0.35% | 9,813,852 +44,225 | +0.5% | +$4.77M |
|
44
Walt Disney
DIS
$213B
| $1.06B | 0.35% | 7,704,161 +146,943 | +2% | +$20.2M |
|
45
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.05B | 0.35% | 18,916,861 -672,668 | -3% | -$37.4M |
|
46
RTX Corp
RTX
$212B
| $1.05B | 0.35% | 10,579,542 -253,040 | -2% | -$25.1M |
|
47
Medtronic
MDT
$119B
| $1.03B | 0.34% | 9,249,957 -935,077 | -9% | -$104M |
|
|
48
Tesla
TSLA
$1.08T
| $1.02B | 0.34% | 949,561 +415,704 | +78% | +$448M |
|
49
Merck
MRK
$210B
| $992M | 0.33% | 12,087,999 -924,138 | -7% | -$75.8M |
|
50
iShares MSCI ACWI ETF
ACWI
$22B
| $975M | 0.33% | 9,775,600 +715,246 | +8% | +$71.4M |
|