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 |
NVIDIA
NVDA
|
$1.37B |
| 2 |
Apple
AAPL
|
$1.22B |
| 3 |
Microsoft
MSFT
|
$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$885M |
| 5 |
Nike
NKE
|
$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$263M |
| 5 |
NRG Energy
NRG
|
$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
