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
|
$694M |
| 2 |
Broadcom
AVGO
|
$567M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$525M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$504M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$351M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$542M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$393M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$370M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$290M |
| 5 |
Fidelity National Information Services
FIS
|
$264M |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 9.54% |
| 3 | Healthcare | 8.06% |
| 4 | Consumer Discretionary | 6.75% |
| 5 | Industrials | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$427B
| $1.37B | 0.41% | 8,733,500 -984,446 | -10% | -$154M |
|
27
Vanguard Mid-Cap ETF
VO
$87.5B
| $1.36B | 0.41% | 5,862,225 -31,390 | -0.5% | -$7.3M |
|
|
28
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $1.35B | 0.4% | 13,668,591 +5,095,082 | +59% | +$504M |
|
29
Procter & Gamble
PG
$368B
| $1.35B | 0.4% | 9,190,897 -1,028,984 | -10% | -$151M |
|
30
Vanguard S&P 500 ETF
VOO
$726B
| $1.34B | 0.4% | 3,073,578 +163,990 | +6% | +$71.6M |
|
31
Tesla
TSLA
$1.08T
| $1.32B | 0.39% | 5,302,195 +829,365 | +19% | +$206M |
|
32
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.31B | 0.39% | 3,670,293 +98,433 | +3% | +$35.1M |
|
33
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.29B | 0.39% | 26,883,699 -185,622 | -0.7% | -$8.89M |
|
34
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.23B | 0.37% | 4,453,110 -16,632 | -0.4% | -$4.61M |
|
35
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.22B | 0.37% | 7,412,758 +444,862 | +6% | +$73.5M |
|
36
Cisco
CSCO
$274B
| $1.21B | 0.36% | 24,028,202 -1,155,226 | -5% | -$58.4M |
|
37
Exxon Mobil
XOM
$487B
| $1.21B | 0.36% | 12,115,732 +833,106 | +7% | +$83.3M |
|
38
Coca-Cola
KO
$297B
| $1.18B | 0.35% | 20,019,559 +818,398 | +4% | +$48.2M |
|
39
Accenture
ACN
$162B
| $1.12B | 0.34% | 3,197,036 +264,053 | +9% | +$92.7M |
|
40
Chevron
CVX
$324B
| $1.12B | 0.33% | 7,479,686 -726,129 | -9% | -$108M |
|
41
Thermo Fisher Scientific
TMO
$186B
| $1.11B | 0.33% | 2,098,314 +55,668 | +3% | +$29.5M |
|
42
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.1B | 0.33% | 6,446,494 +253,148 | +4% | +$43.1M |
|
43
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.1B | 0.33% | 10,130,084 +352,841 | +4% | +$38.2M |
|
44
Salesforce
CRM
$245B
| $1.02B | 0.3% | 3,861,080 +297,108 | +8% | +$78.2M |
|
45
Union Pacific
UNP
$133B
| $998M | 0.3% | 4,061,521 +289,904 | +8% | +$71.2M |
|
46
Vanguard Total Stock Market ETF
VTI
$526B
| $974M | 0.29% | 4,105,333 +159,194 | +4% | +$37.8M |
|
47
Amgen
AMGN
$155B
| $968M | 0.29% | 3,360,528 +444,008 | +15% | +$128M |
|
48
Honeywell
HON
$139B
| $959M | 0.29% | 4,573,412 +367,196 | +9% | +$77M |
|
49
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $953M | 0.29% | 6,039,483 +90,811 | +2% | +$14.3M |
|
50
Technology Select Sector SPDR Fund
XLK
$83.9B
| $943M | 0.28% | 4,898,953 +37,312 | +0.8% | +$7.18M |
|