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
|
$1.68B |
| 2 |
Linde
LIN
|
$776M |
| 3 |
Energy Transfer Partners
ET
|
$580M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$479M |
| 5 |
UBS Group
UBS
|
$380M |
Top Sells
| 1 |
ETP
Energy Transfer Partners, L.P.
ETP
|
$1.06B |
| 2 |
Colgate-Palmolive
CL
|
$633M |
| 3 |
PX
Praxair Inc
PX
|
$528M |
| 4 |
Microsoft
MSFT
|
$443M |
| 5 |
Amazon
AMZN
|
$423M |
Sector Composition
| 1 | Technology | 10.17% |
| 2 | Financials | 8.41% |
| 3 | Healthcare | 7.93% |
| 4 | Consumer Discretionary | 6.47% |
| 5 | Industrials | 6.21% |