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 |
Microsoft
MSFT
|
$3.04B |
| 2 |
Apple
AAPL
|
$2B |
| 3 |
NVIDIA
NVDA
|
$1.79B |
| 4 |
Amazon
AMZN
|
$1.24B |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.07B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$555M |
| 2 |
Schlumberger
SLB
|
$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$362M |
| 4 |
iShares Gold Trust
IAU
|
$322M |
| 5 |
CRH
CRH
|
$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amgen
AMGN
$155B
| $1.07B | 0.27% | 3,747,610 +387,082 | +12% | +$110M |
|
52
Technology Select Sector SPDR Fund
XLK
$84.1B
| $1.06B | 0.26% | 5,079,566 +180,613 | +4% | +$37.6M |
|
53
Walmart
WMT
$774B
| $1.05B | 0.26% | 17,422,937 +12,765,811 | +274% | +$768M |
|
54
Union Pacific
UNP
$133B
| $1.03B | 0.26% | 4,185,248 +123,727 | +3% | +$30.4M |
|
55
SPDR Gold Trust
GLD
$106B
| $959M | 0.24% | 4,662,896 -86,189 | -2% | -$17.7M |
|
56
iShares Russell 2000 ETF
IWM
$66B
| $956M | 0.24% | 4,544,310 +282,367 | +7% | +$59.4M |
|
57
Adobe
ADBE
$151B
| $942M | 0.23% | 1,867,785 +387,155 | +26% | +$195M |
|
58
Intel
INTC
$107B
| $939M | 0.23% | 21,263,153 +7,248,651 | +52% | +$320M |
|
59
Vanguard Information Technology ETF
VGT
$99.7B
| $936M | 0.23% | 1,785,465 +23,093 | +1% | +$12.1M |
|
|
60
iShares 20+ Year Treasury Bond ETF
TLT
$47.6B
| $931M | 0.23% | 9,841,588 -3,827,003 | -28% | -$362M |
|
61
RTX Corp
RTX
$212B
| $926M | 0.23% | 9,495,349 +708,122 | +8% | +$69.1M |
|
62
NextEra Energy, Inc.
NEE
$148B
| $924M | 0.23% | 14,463,304 +2,244,293 | +18% | +$143M |
|
63
United Parcel Service
UPS
$74.1B
| $923M | 0.23% | 6,208,415 +1,522,037 | +32% | +$226M |
|
64
iShares Core US Aggregate Bond ETF
AGG
$130B
| $920M | 0.23% | 9,395,144 +162,135 | +2% | +$15.9M |
|
65
Starbucks
SBUX
$100B
| $903M | 0.23% | 9,884,045 +1,470,187 | +17% | +$134M |
|
66
Vanguard Small-Cap ETF
VB
$66.4B
| $893M | 0.22% | 3,905,070 +127,829 | +3% | +$29.2M |
|
67
Abbott
ABT
$231B
| $892M | 0.22% | 7,847,730 +636,207 | +9% | +$72.3M |
|
68
Texas Instruments
TXN
$184B
| $891M | 0.22% | 5,112,861 +2,161,413 | +73% | +$377M |
|
69
Palo Alto Networks
PANW
$127B
| $873M | 0.22% | 3,070,980 +463,148 | +18% | +$132M |
|
70
iShares MSCI EAFE ETF
EFA
$66B
| $872M | 0.22% | 10,918,369 -674,393 | -6% | -$53.9M |
|
71
Honeywell
HON
$139B
| $869M | 0.22% | 4,233,872 -339,540 | -7% | -$69.7M |
|
72
Oracle
ORCL
$635B
| $864M | 0.22% | 6,875,582 +1,304,060 | +23% | +$164M |
|
73
Bank of America
BAC
$376B
| $863M | 0.21% | 22,748,852 +3,908,870 | +21% | +$148M |
|
74
Goldman Sachs
GS
$226B
| $854M | 0.21% | 2,045,490 +861,228 | +73% | +$360M |
|
75
TSMC
TSM
$1.2T
| $839M | 0.21% | 6,164,873 +314,885 | +5% | +$42.8M |
|