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 |
UBS Group
UBS
|
$694M |
| 2 |
Broadcom
AVGO
|
$567M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$525M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$504M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$351M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$542M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$393M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$370M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$290M |
| 5 |
Fidelity National Information Services
FIS
|
$264M |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 9.54% |
| 3 | Healthcare | 8.06% |
| 4 | Consumer Discretionary | 6.75% |
| 5 | Industrials | 6.1% |