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 |
Alibaba
BABA
|
$2.55B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$459M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$316M |
| 4 |
Invesco QQQ Trust
QQQ
|
$293M |
| 5 |
GSK
GSK
|
$251M |
Top Sells
| 1 |
Stellantis
STLA
|
$991M |
| 2 |
Microsoft
MSFT
|
$408M |
| 3 |
Apple
AAPL
|
$315M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$296M |
| 5 |
Intel
INTC
|
$283M |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Consumer Discretionary | 9.1% |
| 3 | Financials | 8.49% |
| 4 | Healthcare | 7.86% |
| 5 | Industrials | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI ACWI ETF
ACWI
$22B
| $841M | 0.28% | 8,839,255 +1,388,620 | +19% | +$132M |
|
52
Amgen
AMGN
$155B
| $841M | 0.28% | 3,380,040 +137,148 | +4% | +$34.1M |
|
53
Starbucks
SBUX
$100B
| $839M | 0.28% | 7,675,464 -198,715 | -3% | -$21.7M |
|
54
Lockheed Martin
LMT
$106B
| $819M | 0.27% | 2,217,411 -87,684 | -4% | -$32.4M |
|
55
Chevron
CVX
$324B
| $805M | 0.27% | 7,682,311 -1,297,815 | -14% | -$136M |
|
56
AT&T
T
$209B
| $804M | 0.27% | 26,548,173 -1,318,293 | -5% | -$39.9M |
|
57
Vanguard Total Stock Market ETF
VTI
$526B
| $796M | 0.26% | 3,849,893 -48,652 | -1% | -$10.1M |
|
58
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $790M | 0.26% | 5,369,982 -75,882 | -1% | -$11.2M |
|
59
iShares MSCI Emerging Markets ETF
EEM
$19B
| $784M | 0.26% | 14,692,948 +873,529 | +6% | +$46.6M |
|
60
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $782M | 0.26% | 15,017,630 +806,720 | +6% | +$42M |
|
61
Danaher
DHR
$147B
| $773M | 0.26% | 3,436,380 -106,277 | -3% | -$23.9M |
|
62
Blackrock
BLK
$175B
| $772M | 0.26% | 1,023,751 -42,719 | -4% | -$32.2M |
|
63
Verizon
VZ
$186B
| $769M | 0.26% | 13,228,897 +328,544 | +3% | +$19.1M |
|
64
Texas Instruments
TXN
$184B
| $768M | 0.25% | 4,062,745 +179,223 | +5% | +$33.9M |
|
65
Broadcom
AVGO
$1.4T
| $760M | 0.25% | 1,638,559 -163,313 | -9% | -$75.7M |
|
66
Union Pacific
UNP
$133B
| $758M | 0.25% | 3,437,718 +6,335 | +0.2% | +$1.4M |
|
67
Bank of America
BAC
$376B
| $756M | 0.25% | 19,532,115 -2,139,155 | -10% | -$82.8M |
|
68
Vanguard Small-Cap ETF
VB
$66.4B
| $755M | 0.25% | 3,528,151 +194,617 | +6% | +$41.7M |
|
69
Technology Select Sector SPDR Fund
XLK
$83.9B
| $753M | 0.25% | 5,671,852 -1,700,388 | -23% | -$226M |
|
70
Vanguard Information Technology ETF
VGT
$99.7B
| $748M | 0.25% | 2,087,596 -64,939 | -3% | -$23.3M |
|
71
Lowe's Companies
LOW
$145B
| $744M | 0.25% | 3,911,494 -486,794 | -11% | -$92.6M |
|
72
Boeing
BA
$177B
| $735M | 0.24% | 2,885,324 +1,813 | +0.1% | +$462K |
|
73
Abbott
ABT
$231B
| $730M | 0.24% | 6,089,803 +1,198,955 | +25% | +$144M |
|
74
Merck
MRK
$210B
| $720M | 0.24% | 9,334,695 -160,701 | -2% | -$12.4M |
|
75
PayPal
PYPL
$67.1B
| $707M | 0.23% | 2,913,032 +94,395 | +3% | +$22.9M |
|