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 |
Broadcom
AVGO
|
$4.01B |
| 2 |
Meta Platforms (Facebook)
META
|
$772M |
| 3 |
Apple
AAPL
|
$642M |
| 4 |
NVIDIA
NVDA
|
$626M |
| 5 |
Eli Lilly
LLY
|
$561M |
Top Sells
| 1 |
Nike
NKE
|
$1.2B |
| 2 |
Tesla
TSLA
|
$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$274M |
| 4 |
Match Group
MTCH
|
$261M |
| 5 |
CRH
CRH
|
$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Linde
LIN
$224B
| $1.19B | 0.26% | 2,487,813 +132,889 | +6% | +$63.4M |
|
52
Union Pacific
UNP
$133B
| $1.18B | 0.26% | 4,788,720 +75,653 | +2% | +$18.6M |
|
53
Adobe
ADBE
$151B
| $1.17B | 0.25% | 2,252,257 +247,330 | +12% | +$128M |
|
54
Amgen
AMGN
$155B
| $1.16B | 0.25% | 3,606,738 -109,933 | -3% | -$35.4M |
|
55
SPDR Gold Trust
GLD
$107B
| $1.16B | 0.25% | 4,765,186 -203,264 | -4% | -$49.4M |
|
56
Technology Select Sector SPDR Fund
XLK
$83.9B
| $1.14B | 0.25% | 5,061,270 -54,398 | -1% | -$12.3M |
|
57
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.12B | 0.24% | 6,269,901 -346,487 | -5% | -$62.1M |
|
58
RTX Corp
RTX
$212B
| $1.09B | 0.24% | 8,980,299 -37,474 | -0.4% | -$4.54M |
|
59
Morgan Stanley
MS
$240B
| $1.09B | 0.24% | 10,431,378 +468,128 | +5% | +$48.8M |
|
60
PepsiCo
PEP
$204B
| $1.08B | 0.24% | 6,369,709 -217,267 | -3% | -$36.9M |
|
61
Vanguard Information Technology ETF
VGT
$99.7B
| $1.07B | 0.23% | 1,817,140 +17,017 | +0.9% | +$9.98M |
|
62
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $1.06B | 0.23% | 10,805,311 +1,508,684 | +16% | +$148M |
|
63
Texas Instruments
TXN
$184B
| $1.06B | 0.23% | 5,114,384 +701,233 | +16% | +$145M |
|
64
Palo Alto Networks
PANW
$127B
| $1.05B | 0.23% | 3,068,195 -74,301 | -2% | -$25.4M |
|
65
Goldman Sachs
GS
$226B
| $1.05B | 0.23% | 2,113,010 -102,840 | -5% | -$50.9M |
|
66
Accenture
ACN
$162B
| $1.01B | 0.22% | 2,862,267 -361,602 | -11% | -$128M |
|
67
Blackrock
BLK
$175B
| $998M | 0.22% | 1,050,868 +62,868 | +6% | +$59.7M |
|
68
Lockheed Martin
LMT
$106B
| $975M | 0.21% | 1,668,047 -45,856 | -3% | -$26.8M |
|
69
Abbott
ABT
$231B
| $962M | 0.21% | 8,440,096 +973,866 | +13% | +$111M |
|
70
Bank of America
BAC
$376B
| $958M | 0.21% | 24,146,867 -1,509,415 | -6% | -$59.9M |
|
71
Vanguard Small-Cap ETF
VB
$66.4B
| $956M | 0.21% | 4,028,914 +67,516 | +2% | +$16M |
|
72
Marsh & McLennan
MMC
$101B
| $915M | 0.2% | 4,101,709 +169,997 | +4% | +$37.9M |
|
73
IBM
IBM
$227B
| $913M | 0.2% | 4,129,369 +81,967 | +2% | +$18.1M |
|
74
Netflix
NFLX
$513B
| $912M | 0.2% | 1,285,450 +94,500 | +8% | +$67M |
|
75
iShares MSCI EAFE ETF
EFA
$66B
| $905M | 0.2% | 10,816,236 -67,710 | -0.6% | -$5.66M |
|