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 |
UBS Group
UBS
|
$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$729M |
| 3 |
Union Pacific
UNP
|
$209M |
| 4 |
Alcon
ALC
|
$183M |
| 5 |
Linde
LIN
|
$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
$927M |
| 2 |
Apple
AAPL
|
$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$535M |
| 5 |
TSMC
TSM
|
$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Costco
COST
$418B
| $1.3B | 0.48% | 2,616,202 +55,590 | +2% | +$27.6M |
|
27
Coca-Cola
KO
$297B
| $1.25B | 0.46% | 20,120,966 -703,447 | -3% | -$43.6M |
|
28
Vanguard Mid-Cap ETF
VO
$87.5B
| $1.24B | 0.45% | 5,889,153 -59,738 | -1% | -$12.6M |
|
29
iShares Core S&P 500 ETF
IVV
$661B
| $1.21B | 0.44% | 2,945,341 -75,687 | -3% | -$31.1M |
|
30
Chevron
CVX
$324B
| $1.2B | 0.44% | 7,367,706 -597,273 | -7% | -$97.5M |
|
31
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.2B | 0.44% | 26,529,166 +1,344,937 | +5% | +$60.8M |
|
32
Thermo Fisher Scientific
TMO
$186B
| $1.19B | 0.44% | 2,070,241 +187,629 | +10% | +$108M |
|
33
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.11B | 0.4% | 7,262,748 +117,095 | +2% | +$17.8M |
|
34
United Parcel Service
UPS
$74.1B
| $1.08B | 0.4% | 5,574,593 -69,482 | -1% | -$13.5M |
|
35
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.07B | 0.39% | 4,286,788 -23,136 | -0.5% | -$5.79M |
|
36
RTX Corp
RTX
$212B
| $1.05B | 0.39% | 10,757,571 -303,868 | -3% | -$29.8M |
|
|
37
iShares 7-10 Year Treasury Bond ETF
IEF
$35.5B
| $1.04B | 0.38% | 10,489,191 +7,349,698 | +234% | +$729M |
|
38
Vanguard S&P 500 ETF
VOO
$726B
| $1.04B | 0.38% | 2,752,909 -53,157 | -2% | -$20M |
|
39
Berkshire Hathaway Class B
BRK.B
$1.09T
| $985M | 0.36% | 3,188,925 -207,565 | -6% | -$64.1M |
|
40
NextEra Energy, Inc.
NEE
$148B
| $981M | 0.36% | 12,729,383 -933,949 | -7% | -$72M |
|
41
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $980M | 0.36% | 6,362,366 +40,446 | +0.6% | +$6.23M |
|
|
42
Union Pacific
UNP
$133B
| $977M | 0.36% | 4,852,117 +1,036,854 | +27% | +$209M |
|
43
PepsiCo
PEP
$204B
| $969M | 0.35% | 5,317,264 +90,149 | +2% | +$16.4M |
|
44
Meta Platforms (Facebook)
META
$1.86T
| $964M | 0.35% | 4,550,350 +211,471 | +5% | +$44.8M |
|
45
Tesla
TSLA
$1.08T
| $924M | 0.34% | 4,452,230 -331,212 | -7% | -$68.7M |
|
46
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $923M | 0.34% | 9,549,945 -153,607 | -2% | -$14.9M |
|
47
Energy Select Sector SPDR Fund
XLE
$27.5B
| $921M | 0.34% | 11,123,287 -1,249,873 | -10% | -$104M |
|
48
Amgen
AMGN
$155B
| $914M | 0.33% | 3,779,197 -63,945 | -2% | -$15.5M |
|
49
Texas Instruments
TXN
$184B
| $910M | 0.33% | 4,890,371 +548,857 | +13% | +$102M |
|
50
iShares MSCI EAFE ETF
EFA
$66B
| $895M | 0.33% | 12,514,210 +2,270,055 | +22% | +$162M |
|