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 |
Amazon
AMZN
|
$2.64B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$417M |
| 3 |
Invesco QQQ Trust
QQQ
|
$259M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$259M |
| 5 |
PPL Corp
PPL
|
$248M |
Top Sells
| 1 |
Apple
AAPL
|
$578M |
| 2 |
Microsoft
MSFT
|
$452M |
| 3 |
Accenture
ACN
|
$327M |
| 4 |
New Oriental
EDU
|
$319M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$288M |
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Healthcare | 8.77% |
| 3 | Financials | 8.68% |
| 4 | Consumer Discretionary | 6.48% |
| 5 | Industrials | 5.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Merck
MRK
$210B
| $1.08B | 0.44% | 11,858,647 -229,352 | -2% | -$20.9M |
|
27
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.08B | 0.44% | 7,416,573 +157,541 | +2% | +$22.8M |
|
28
Thermo Fisher Scientific
TMO
$186B
| $1.04B | 0.43% | 1,915,249 -247,659 | -11% | -$135M |
|
29
RTX Corp
RTX
$212B
| $1.03B | 0.42% | 10,676,046 +96,504 | +0.9% | +$9.28M |
|
30
NVIDIA
NVDA
$4.24T
| $1.02B | 0.42% | 6,723,368 -1,001,129 | -13% | -$152M |
|
31
Meta Platforms (Facebook)
META
$1.86T
| $1B | 0.41% | 6,210,833 -972,143 | -14% | -$157M |
|
32
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $986M | 0.4% | 4,358,384 -206,485 | -5% | -$46.7M |
|
33
United Parcel Service
UPS
$74.1B
| $985M | 0.4% | 5,394,937 +81,363 | +2% | +$14.9M |
|
34
Broadcom
AVGO
$1.4T
| $975M | 0.4% | 2,006,681 -148,459 | -7% | -$72.1M |
|
35
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $972M | 0.4% | 23,835,578 +1,143,048 | +5% | +$46.6M |
|
36
Chevron
CVX
$324B
| $970M | 0.4% | 6,696,558 -1,837,407 | -22% | -$266M |
|
37
Vanguard S&P 500 ETF
VOO
$726B
| $967M | 0.4% | 2,787,696 -284,479 | -9% | -$98.7M |
|
38
NextEra Energy, Inc.
NEE
$148B
| $965M | 0.4% | 12,454,699 -263,123 | -2% | -$20.4M |
|
39
iShares Russell 2000 ETF
IWM
$66B
| $940M | 0.39% | 5,550,159 -826,125 | -13% | -$140M |
|
40
Intel
INTC
$107B
| $898M | 0.37% | 24,008,451 -1,995,482 | -8% | -$74.7M |
|
41
Pfizer
PFE
$141B
| $895M | 0.37% | 17,079,728 +294,801 | +2% | +$15.5M |
|
42
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $879M | 0.36% | 9,512,093 -301,759 | -3% | -$27.9M |
|
43
Amgen
AMGN
$155B
| $871M | 0.36% | 3,580,454 -96,915 | -3% | -$23.6M |
|
|
44
Berkshire Hathaway Class B
BRK.B
$1.09T
| $870M | 0.36% | 3,186,655 -612,724 | -16% | -$167M |
|
45
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $869M | 0.36% | 17,703,782 -1,213,079 | -6% | -$59.5M |
|
46
Union Pacific
UNP
$133B
| $865M | 0.36% | 4,054,071 +67,898 | +2% | +$14.5M |
|
47
iShares MSCI ACWI ETF
ACWI
$22B
| $857M | 0.35% | 10,218,347 +442,747 | +5% | +$37.1M |
|
|
48
Financial Select Sector SPDR Fund
XLF
$53.2B
| $852M | 0.35% | 27,096,291 +8,227,021 | +44% | +$259M |
|
49
Salesforce
CRM
$245B
| $852M | 0.35% | 5,162,456 -245,082 | -5% | -$40.4M |
|
50
SPDR Gold Trust
GLD
$106B
| $848M | 0.35% | 5,036,520 +133,108 | +3% | +$22.4M |
|