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 |
Microsoft
MSFT
|
$3.04B |
| 2 |
Apple
AAPL
|
$2B |
| 3 |
NVIDIA
NVDA
|
$1.79B |
| 4 |
Amazon
AMZN
|
$1.24B |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.07B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$555M |
| 2 |
Schlumberger
SLB
|
$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$362M |
| 4 |
iShares Gold Trust
IAU
|
$322M |
| 5 |
CRH
CRH
|
$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Salesforce
CRM
$245B
| $1.6B | 0.4% | 5,301,164 +1,440,084 | +37% | +$434M |
|
27
McDonald's
MCD
$224B
| $1.59B | 0.4% | 5,645,967 +737,419 | +15% | +$208M |
|
28
Johnson & Johnson
JNJ
$427B
| $1.59B | 0.4% | 10,032,634 +1,299,134 | +15% | +$206M |
|
29
iShares Core S&P 500 ETF
IVV
$661B
| $1.56B | 0.39% | 2,961,603 -198,458 | -6% | -$104M |
|
30
Vanguard S&P 500 ETF
VOO
$726B
| $1.55B | 0.39% | 3,232,399 +158,821 | +5% | +$76.3M |
|
31
Exxon Mobil
XOM
$487B
| $1.54B | 0.38% | 13,222,564 +1,106,832 | +9% | +$129M |
|
32
Cisco
CSCO
$274B
| $1.53B | 0.38% | 30,705,780 +6,677,578 | +28% | +$333M |
|
33
Mastercard
MA
$538B
| $1.47B | 0.37% | 3,060,493 +1,068,896 | +54% | +$515M |
|
34
Coca-Cola
KO
$297B
| $1.45B | 0.36% | 23,652,172 +3,632,613 | +18% | +$222M |
|
35
Vanguard Mid-Cap ETF
VO
$87.5B
| $1.45B | 0.36% | 5,786,244 -75,981 | -1% | -$19M |
|
36
Chevron
CVX
$324B
| $1.42B | 0.35% | 8,984,546 +1,504,860 | +20% | +$237M |
|
37
Tesla
TSLA
$1.08T
| $1.41B | 0.35% | 8,047,679 +2,745,484 | +52% | +$483M |
|
38
Advanced Micro Devices
AMD
$264B
| $1.35B | 0.34% | 7,477,377 +2,080,838 | +39% | +$376M |
|
|
39
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.34B | 0.33% | 22,003,771 +17,550,661 | +394% | +$1.07B |
|
40
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.34B | 0.33% | 26,612,627 -271,072 | -1% | -$13.6M |
|
41
Thermo Fisher Scientific
TMO
$186B
| $1.33B | 0.33% | 2,290,190 +191,876 | +9% | +$112M |
|
42
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.27B | 0.32% | 7,077,031 -335,727 | -5% | -$60.1M |
|
43
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $1.23B | 0.31% | 11,100,554 +970,470 | +10% | +$107M |
|
44
Accenture
ACN
$162B
| $1.19B | 0.3% | 3,429,591 +232,555 | +7% | +$80.6M |
|
45
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.17B | 0.29% | 6,430,354 -16,140 | -0.3% | -$2.95M |
|
46
Qualcomm
QCOM
$173B
| $1.14B | 0.28% | 6,725,655 +2,427,465 | +56% | +$411M |
|
47
Linde
LIN
$224B
| $1.11B | 0.28% | 2,396,395 +172,415 | +8% | +$80.1M |
|
48
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| $1.09B | 0.27% | 6,426,759 +387,276 | +6% | +$65.6M |
|
49
Vanguard Total Stock Market ETF
VTI
$526B
| $1.08B | 0.27% | 4,166,079 +60,746 | +1% | +$15.8M |
|
50
PepsiCo
PEP
$204B
| $1.08B | 0.27% | 6,183,462 +937,994 | +18% | +$164M |
|