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 |
Apple
AAPL
|
$520M |
| 2 |
Microsoft
MSFT
|
$501M |
| 3 |
Meta Platforms (Facebook)
META
|
$465M |
| 4 |
Willis Towers Watson
WTW
|
$423M |
| 5 |
Amazon
AMZN
|
$354M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$608M |
| 2 |
WORK
Slack Technologies, Inc.
WORK
|
$282M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$211M |
| 4 |
Danaher
DHR
|
$186M |
| 5 |
Adobe
ADBE
|
$184M |
Sector Composition
| 1 | Technology | 16.17% |
| 2 | Financials | 9.63% |
| 3 | Consumer Discretionary | 8.07% |
| 4 | Healthcare | 8.02% |
| 5 | Communication Services | 6.6% |
