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
|
+$1.02B |
| 2 |
Microsoft
MSFT
|
+$626M |
| 3 |
Sempra
SRE
|
+$527M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$452M |
| 5 |
Cheniere Energy
LNG
|
+$369M |
Top Sells
| 1 |
NXP Semiconductors
NXPI
|
+$509M |
| 2 |
Mondelez International
MDLZ
|
+$429M |
| 3 |
Cencora
COR
|
+$218M |
| 4 |
MON
Monsanto Co
MON
|
+$205M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$198M |
Sector Composition
| 1 | Technology | 10.79% |
| 2 | Financials | 8.98% |
| 3 | Healthcare | 7.47% |
| 4 | Consumer Discretionary | 6.62% |
| 5 | Energy | 6.07% |