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% |
