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 | +$1.56B | |
| 2 | +$585M | |
| 3 | +$582M | |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 | +$660M | |
| 2 | +$549M | |
| 3 | +$513M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P 500 ETF
IVV
$660B
| $2.14B | 0.39% |
3,814,168
-62,652
|
|
||
27
Exxon Mobil
XOM
$476B
| $2.08B | 0.38% |
17,457,824
-1,799,453
|
|
||
28
Vanguard S&P 500 ETF
VOO
$757B
| $2.06B | 0.38% |
4,000,327
+152,874
|
|
||
29
McDonald's
MCD
$218B
| $1.98B | 0.36% |
6,337,641
-39,017
|
|
||
30
Johnson & Johnson
JNJ
$460B
| $1.97B | 0.36% |
11,909,023
-2,080,894
|
|
||
31
Mastercard
MA
$509B
| $1.97B | 0.36% |
3,599,739
+14,144
|
|
||
32
Coca-Cola
KO
$289B
| $1.96B | 0.36% |
27,355,422
+1,522,699
|
|
||
33
Cisco
CSCO
$275B
| $1.92B | 0.35% |
31,085,002
+548,163
|
|
||
34
Merck
MRK
$210B
| $1.89B | 0.35% |
21,061,269
+3,789,980
|
|
||
35
Walmart
WMT
$869B
| $1.83B | 0.34% |
20,822,274
+64,019
|
|
||
36
iShares Core MSCI EAFE ETF
IEFA
$156B
| $1.75B | 0.32% |
23,136,925
-1,284,457
|
|
||
37
Tesla
TSLA
$1.45T
| $1.69B | 0.31% |
6,503,696
-757,244
|
|
||
38
Goldman Sachs
GS
$237B
| $1.63B | 0.3% |
2,991,840
+503,533
|
|
||
39
Salesforce
CRM
$225B
| $1.6B | 0.29% |
5,952,556
+436,833
|
|
||
40
NextEra Energy
NEE
$177B
| $1.54B | 0.28% |
21,687,852
+712,546
|
|
||
41
Bank of America
BAC
$387B
| $1.54B | 0.28% |
36,822,201
+10,283,657
|
|
||
42
Netflix
NFLX
$511B
| $1.51B | 0.28% |
1,618,856
+71,468
|
|
||
43
iShares Russell 1000 Value ETF
IWD
$64.7B
| $1.5B | 0.28% |
7,960,372
+823,288
|
|
||
44
Oracle
ORCL
$866B
| $1.49B | 0.27% |
10,687,236
+1,293,595
|
|
||
45
Vanguard Mid-Cap ETF
VO
$88.5B
| $1.45B | 0.27% |
5,624,033
+61,378
|
|
||
46
Honeywell
HON
$129B
| $1.44B | 0.26% |
6,800,486
+560,841
|
|
||
47
Morgan Stanley
MS
$260B
| $1.41B | 0.26% |
12,126,722
+1,159,371
|
|
||
48
Amgen
AMGN
$160B
| $1.4B | 0.26% |
4,486,395
+418,781
|
|
||
49
TSMC
TSM
$1.58T
| $1.38B | 0.25% |
8,316,853
-369,521
|
|
||
50
Uber
UBER
$197B
| $1.37B | 0.25% |
18,789,109
+3,992,524
|
|