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
$99.1B
| $1.39B | 0.24% |
22,366,581
-740,915
| -3% | -$46M |
|
52
UnitedHealth
UNH
$277B
| $1.37B | 0.24% |
4,405,182
-1,089,486
| -20% | -$340M |
|
53
Vanguard Dividend Appreciation ETF
VIG
$94.6B
| $1.34B | 0.23% |
6,554,712
-47,281
| -0.7% | -$9.68M |
|
54
Merck
MRK
$212B
| $1.34B | 0.23% |
16,900,814
-4,160,455
| -20% | -$329M |
|
55
IBM
IBM
$226B
| $1.33B | 0.23% |
4,501,144
-141,038
| -3% | -$41.6M |
|
56
Texas Instruments
TXN
$177B
| $1.32B | 0.23% |
6,380,658
-258,119
| -4% | -$53.6M |
|
57
Advanced Micro Devices
AMD
$262B
| $1.32B | 0.23% |
9,271,682
-2,879,061
| -24% | -$409M |
|
58
Invesco S&P 500 Equal Weight ETF
RSP
$73.3B
| $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
$153B
| $1.28B | 0.22% |
4,577,668
+91,273
| +2% | +$25.5M |
|
61
Vanguard Total Stock Market ETF
VTI
$523B
| $1.27B | 0.22% |
4,170,667
+8,336
| +0.2% | +$2.53M |
|
62
Technology Select Sector SPDR Fund
XLK
$83.2B
| $1.27B | 0.22% |
5,001,008
-366,936
| -7% | -$92.9M |
|
63
Uber
UBER
$194B
| $1.25B | 0.22% |
13,436,198
-5,352,911
| -28% | -$499M |
|
|
64
Accenture
ACN
$158B
| $1.25B | 0.22% |
4,183,123
+1,380,530
| +49% | +$413M |
|
65
Blackrock
BLK
$170B
| $1.25B | 0.22% |
1,186,877
+38,004
| +3% | +$39.9M |
|
66
Boston Scientific
BSX
$157B
| $1.24B | 0.21% |
11,504,665
+2,224,498
| +24% | +$239M |
|
67
Analog Devices
ADI
$119B
| $1.21B | 0.21% |
5,073,643
+917,246
| +22% | +$218M |
|
68
Abbott
ABT
$227B
| $1.2B | 0.21% |
8,816,667
-982,247
| -10% | -$134M |
|
69
American Express
AXP
$225B
| $1.19B | 0.21% |
3,742,425
-721,075
| -16% | -$230M |
|
70
Vanguard Information Technology ETF
VGT
$98.8B
| $1.19B | 0.21% |
1,796,699
-2,496
| -0.1% | -$1.66M |
|
71
Micron Technology
MU
$132B
| $1.18B | 0.2% |
9,572,765
-1,177,251
| -11% | -$145M |
|
72
Deere & Co
DE
$127B
| $1.17B | 0.2% |
2,293,546
+12,780
| +0.6% | +$6.5M |
|
73
Palantir
PLTR
$373B
| $1.13B | 0.2% |
8,268,425
-644,356
| -7% | -$87.8M |
|
74
iShares Core S&P Small-Cap ETF
IJR
$84.2B
| $1.09B | 0.19% |
10,006,675
-600,746
| -6% | -$65.7M |
|
75
Linde
LIN
$222B
| $1.07B | 0.19% |
2,281,167
-444,032
| -16% | -$208M |
|