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 |
Invesco QQQ Trust
QQQ
|
$425M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$375M |
| 3 |
CRH
CRH
|
$264M |
| 4 |
Advanced Micro Devices
AMD
|
$216M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$205M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$523M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$455M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$382M |
| 4 |
Microsoft
MSFT
|
$350M |
| 5 |
UnitedHealth
UNH
|
$320M |
Sector Composition
| 1 | Technology | 16.51% |
| 2 | Financials | 8.9% |
| 3 | Healthcare | 8.35% |
| 4 | Consumer Discretionary | 6.66% |
| 5 | Industrials | 5.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Linde
LIN
$224B
| $812M | 0.28% | 2,181,173 -83,957 | -4% | -$31.3M |
|
52
Walmart
WMT
$774B
| $799M | 0.28% | 4,998,727 +511,439 | +11% | +$81.8M |
|
53
Technology Select Sector SPDR Fund
XLK
$84.1B
| $797M | 0.27% | 4,861,641 -101,113 | -2% | -$16.6M |
|
54
Liberty Broadband Class C
LBRDK
$8.73B
| $788M | 0.27% | 8,626,349 +1,536,718 | +22% | +$140M |
|
55
Amgen
AMGN
$155B
| $784M | 0.27% | 2,916,520 -334,740 | -10% | -$90M |
|
56
RTX Corp
RTX
$212B
| $781M | 0.27% | 10,850,989 -225,372 | -2% | -$16.2M |
|
57
NextEra Energy, Inc.
NEE
$148B
| $780M | 0.27% | 13,618,359 -800,755 | -6% | -$45.9M |
|
58
Honeywell
HON
$139B
| $777M | 0.27% | 4,206,216 -223,508 | -5% | -$41.3M |
|
59
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $777M | 0.27% | 16,317,991 -1,665,576 | -9% | -$79.3M |
|
60
Starbucks
SBUX
$100B
| $770M | 0.27% | 8,440,812 -417,630 | -5% | -$38.1M |
|
61
Union Pacific
UNP
$133B
| $768M | 0.26% | 3,771,617 -433,972 | -10% | -$88.4M |
|
62
United Parcel Service
UPS
$74.1B
| $764M | 0.26% | 4,903,684 -428,514 | -8% | -$66.8M |
|
63
iShares 20+ Year Treasury Bond ETF
TLT
$47.6B
| $760M | 0.26% | 8,573,509 -807,433 | -9% | -$71.6M |
|
64
SPDR Gold Trust
GLD
$106B
| $740M | 0.26% | 4,318,838 -43,733 | -1% | -$7.5M |
|
65
Salesforce
CRM
$245B
| $723M | 0.25% | 3,563,972 -503,292 | -12% | -$102M |
|
66
Vanguard Information Technology ETF
VGT
$99.7B
| $718M | 0.25% | 1,731,049 -25,208 | -1% | -$10.5M |
|
67
Vanguard Small-Cap ETF
VB
$66.4B
| $703M | 0.24% | 3,716,081 +71,684 | +2% | +$13.6M |
|
68
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $701M | 0.24% | 17,887,139 -543,369 | -3% | -$21.3M |
|
69
Abbott
ABT
$231B
| $701M | 0.24% | 7,235,054 +40,440 | +0.6% | +$3.92M |
|
70
Adobe
ADBE
$151B
| $696M | 0.24% | 1,364,522 -181,260 | -12% | -$92.4M |
|
71
iShares Core US Aggregate Bond ETF
AGG
$130B
| $658M | 0.23% | 7,001,238 +930,441 | +15% | +$87.5M |
|
|
72
Advanced Micro Devices
AMD
$264B
| $656M | 0.23% | 6,381,055 +2,099,431 | +49% | +$216M |
|
73
iShares MSCI Emerging Markets ETF
EEM
$19B
| $652M | 0.22% | 17,181,739 +2,136,005 | +14% | +$81.1M |
|
74
Texas Instruments
TXN
$184B
| $633M | 0.22% | 3,980,852 -190,625 | -5% | -$30.3M |
|
75
iShares S&P 500 Growth ETF
IVW
$63B
| $629M | 0.22% | 9,187,831 +370,785 | +4% | +$25.4M |
|