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 |
Broadcom
AVGO
|
$4.01B |
| 2 |
Meta Platforms (Facebook)
META
|
$772M |
| 3 |
Apple
AAPL
|
$642M |
| 4 |
NVIDIA
NVDA
|
$626M |
| 5 |
Eli Lilly
LLY
|
$561M |
Top Sells
| 1 |
Nike
NKE
|
$1.2B |
| 2 |
Tesla
TSLA
|
$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$274M |
| 4 |
Match Group
MTCH
|
$261M |
| 5 |
CRH
CRH
|
$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$427B
| $1.88B | 0.41% | 11,601,447 +1,293,617 | +13% | +$210M |
|
27
iShares Core MSCI EAFE ETF
IEFA
$150B
| $1.85B | 0.4% | 23,755,992 +273,690 | +1% | +$21.4M |
|
28
Vanguard S&P 500 ETF
VOO
$726B
| $1.81B | 0.39% | 3,421,398 +122,326 | +4% | +$64.5M |
|
29
Mastercard
MA
$538B
| $1.78B | 0.39% | 3,597,773 +200,827 | +6% | +$99.2M |
|
30
Coca-Cola
KO
$297B
| $1.76B | 0.38% | 24,466,731 +208,405 | +0.9% | +$15M |
|
31
McDonald's
MCD
$224B
| $1.75B | 0.38% | 5,735,868 -6,879 | -0.1% | -$2.09M |
|
|
32
Tesla
TSLA
$1.08T
| $1.74B | 0.38% | 6,644,626 -2,047,442 | -24% | -$536M |
|
33
Merck
MRK
$210B
| $1.74B | 0.38% | 15,306,342 +803,614 | +6% | +$91.3M |
|
34
Advanced Micro Devices
AMD
$264B
| $1.68B | 0.37% | 10,251,562 +1,779,498 | +21% | +$292M |
|
35
Thermo Fisher Scientific
TMO
$186B
| $1.58B | 0.34% | 2,546,659 +50,816 | +2% | +$31.4M |
|
36
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.54B | 0.34% | 24,715,600 +2,749,092 | +13% | +$171M |
|
37
Cisco
CSCO
$274B
| $1.54B | 0.33% | 28,866,096 -899,826 | -3% | -$47.9M |
|
38
Salesforce
CRM
$245B
| $1.54B | 0.33% | 5,609,519 +467,282 | +9% | +$128M |
|
39
NextEra Energy, Inc.
NEE
$148B
| $1.53B | 0.33% | 18,135,811 +1,354,284 | +8% | +$114M |
|
40
Chevron
CVX
$324B
| $1.49B | 0.32% | 10,127,288 -221,690 | -2% | -$32.6M |
|
41
Walmart
WMT
$774B
| $1.49B | 0.32% | 18,456,149 -617,276 | -3% | -$49.8M |
|
42
Vanguard Mid-Cap ETF
VO
$87.5B
| $1.45B | 0.32% | 5,495,042 +28,699 | +0.5% | +$7.57M |
|
43
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.41B | 0.31% | 26,641,776 +82,471 | +0.3% | +$4.36M |
|
44
Qualcomm
QCOM
$173B
| $1.36B | 0.3% | 8,004,565 +785,889 | +11% | +$134M |
|
45
Oracle
ORCL
$635B
| $1.35B | 0.29% | 7,915,512 -534,718 | -6% | -$91.1M |
|
46
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.33B | 0.29% | 11,333,708 +156,895 | +1% | +$18.4M |
|
47
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.3B | 0.28% | 6,872,118 +121,475 | +2% | +$23.1M |
|
48
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.26B | 0.28% | 6,386,021 -62,258 | -1% | -$12.3M |
|
49
TSMC
TSM
$1.2T
| $1.24B | 0.27% | 7,125,137 -306,644 | -4% | -$53.3M |
|
50
Vanguard Total Stock Market ETF
VTI
$526B
| $1.21B | 0.26% | 4,269,515 +46,933 | +1% | +$13.3M |
|