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 |
MON
Monsanto Co
MON
|
$631M |
| 2 |
Mondelez International
MDLZ
|
$554M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$419M |
| 4 |
Deutsche Bank
DB
|
$342M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$338M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.09B |
| 2 |
NXP Semiconductors
NXPI
|
$545M |
| 3 |
ETP
Energy Transfer Partners L.p.
ETP
|
$383M |
| 4 |
Hilton Worldwide
HLT
|
$338M |
| 5 |
CERN
Cerner Corp
CERN
|
$327M |
Sector Composition
| 1 | Financials | 9.59% |
| 2 | Healthcare | 8.36% |
| 3 | Technology | 7.75% |
| 4 | Industrials | 6.24% |
| 5 | Consumer Discretionary | 6.11% |