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 |
SPDR S&P 500 ETF Trust
SPY
|
$3.55B |
| 2 |
UBS Group
UBS
|
$494M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$330M |
| 4 |
Lockheed Martin
LMT
|
$287M |
| 5 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$277M |
Top Sells
| 1 |
Kraft Heinz
KHC
|
$556M |
| 2 |
TWX
Time Warner Inc
TWX
|
$343M |
| 3 |
Wynn Resorts
WYNN
|
$327M |
| 4 |
ETP
Energy Transfer Partners L.p.
ETP
|
$303M |
| 5 |
Illinois Tool Works
ITW
|
$287M |
Sector Composition
| 1 | Financials | 8.35% |
| 2 | Healthcare | 8.07% |
| 3 | Technology | 7.35% |
| 4 | Industrials | 6.9% |
| 5 | Consumer Discretionary | 6.22% |
