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 |
AMRZ
Amrize Ltd
AMRZ
|
$766M |
| 2 |
O'Reilly Automotive
ORLY
|
$607M |
| 3 |
Tesla
TSLA
|
$470M |
| 4 |
Suncor Energy
SU
|
$467M |
| 5 |
Accenture
ACN
|
$413M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56B |
| 2 |
Apple
AAPL
|
$1.35B |
| 3 |
UBS Group
UBS
|
$1.06B |
| 4 |
NVIDIA
NVDA
|
$827M |
| 5 |
Hewlett Packard
HPE
|
$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.39B | 0.24% | 22,366,581 -740,915 | -3% | -$46M |
|
52
UnitedHealth
UNH
$281B
| $1.37B | 0.24% | 4,405,182 -1,089,486 | -20% | -$340M |
|
53
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.34B | 0.23% | 6,554,712 -47,281 | -0.7% | -$9.68M |
|
54
Merck
MRK
$210B
| $1.34B | 0.23% | 16,900,814 -4,160,455 | -20% | -$329M |
|
55
IBM
IBM
$227B
| $1.33B | 0.23% | 4,501,144 -141,038 | -3% | -$41.6M |
|
56
Texas Instruments
TXN
$184B
| $1.32B | 0.23% | 6,380,658 -258,119 | -4% | -$53.6M |
|
57
Advanced Micro Devices
AMD
$264B
| $1.32B | 0.23% | 9,271,682 -2,879,061 | -24% | -$409M |
|
58
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| $1.3B | 0.22% | 7,143,393 +166,858 | +2% | +$30.3M |
|
59
NextEra Energy, Inc.
NEE
$148B
| $1.29B | 0.22% | 18,550,956 -3,136,896 | -14% | -$218M |
|
60
Amgen
AMGN
$155B
| $1.28B | 0.22% | 4,577,668 +91,273 | +2% | +$25.5M |
|
61
Vanguard Total Stock Market ETF
VTI
$526B
| $1.27B | 0.22% | 4,170,667 +8,336 | +0.2% | +$2.53M |
|
62
Technology Select Sector SPDR Fund
XLK
$84.1B
| $1.27B | 0.22% | 5,001,008 -366,936 | -7% | -$92.9M |
|
63
Uber
UBER
$196B
| $1.25B | 0.22% | 13,436,198 -5,352,911 | -28% | -$499M |
|
|
64
Accenture
ACN
$162B
| $1.25B | 0.22% | 4,183,123 +1,380,530 | +49% | +$413M |
|
65
Blackrock
BLK
$175B
| $1.25B | 0.22% | 1,186,877 +38,004 | +3% | +$39.9M |
|
66
Boston Scientific
BSX
$156B
| $1.24B | 0.21% | 11,504,665 +2,224,498 | +24% | +$239M |
|
67
Analog Devices
ADI
$124B
| $1.21B | 0.21% | 5,073,643 +917,246 | +22% | +$218M |
|
68
Abbott
ABT
$231B
| $1.2B | 0.21% | 8,816,667 -982,247 | -10% | -$134M |
|
69
American Express
AXP
$231B
| $1.19B | 0.21% | 3,742,425 -721,075 | -16% | -$230M |
|
70
Vanguard Information Technology ETF
VGT
$99.7B
| $1.19B | 0.21% | 1,796,699 -2,496 | -0.1% | -$1.66M |
|
71
Micron Technology
MU
$133B
| $1.18B | 0.2% | 9,572,765 -1,177,251 | -11% | -$145M |
|
72
Deere & Co
DE
$130B
| $1.17B | 0.2% | 2,293,546 +12,780 | +0.6% | +$6.5M |
|
73
Palantir
PLTR
$372B
| $1.13B | 0.2% | 8,268,425 -644,356 | -7% | -$87.8M |
|
74
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $1.09B | 0.19% | 10,006,675 -600,746 | -6% | -$65.7M |
|
75
Linde
LIN
$224B
| $1.07B | 0.19% | 2,281,167 -444,032 | -16% | -$208M |
|