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 | +$766M | |
| 2 | +$470M | |
| 3 | +$467M | |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 | +$1.56B | |
| 2 | +$1.35B | |
| 3 | +$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 | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Starbucks
SBUX
$94B
| $1.07B | 0.18% |
11,651,013
+2,348,367
|
|
||
77
iShares MSCI EAFE ETF
EFA
$67.7B
| $1.07B | 0.18% |
11,924,839
+932,421
|
|
||
78
Union Pacific
UNP
$134B
| $1.03B | 0.18% |
4,470,559
+20,084
|
|
||
79
Verizon
VZ
$170B
| $1.01B | 0.17% |
23,259,647
+813,920
|
|
||
80
Boeing
BA
$162B
| $1B | 0.17% |
4,787,225
-11,172
|
|
||
81
Blackstone
BX
$127B
| $1B | 0.17% |
6,704,742
+424,383
|
|
||
82
iShares 20+ Year Treasury Bond ETF
TLT
$48.7B
| $998M | 0.17% |
11,304,049
-317,560
|
|
||
83
Marsh & McLennan
MMC
$100B
| $993M | 0.17% |
4,539,709
-205,119
|
|
||
84
iShares Core US Aggregate Bond ETF
AGG
$132B
| $990M | 0.17% |
9,981,683
-12,553
|
|
||
85
Thermo Fisher Scientific
TMO
$199B
| $976M | 0.17% |
2,405,949
-214,005
|
|
||
86
iShares S&P 500 Growth ETF
IVW
$65.9B
| $973M | 0.17% |
8,834,680
-114,464
|
|
||
87
Vanguard Small-Cap ETF
VB
$67.9B
| $971M | 0.17% |
4,098,496
+35,405
|
|
||
88
CrowdStrike
CRWD
$122B
| $962M | 0.17% |
1,888,813
-262,738
|
|
||
89
Intel
INTC
$178B
| $962M | 0.17% |
42,931,296
+5,181,081
|
|
||
90
Lam Research
LRCX
$182B
| $961M | 0.17% |
9,876,133
-565,522
|
|
||
91
Wells Fargo
WFC
$277B
| $943M | 0.16% |
11,767,236
-2,247,855
|
|
||
92
Walt Disney
DIS
$201B
| $942M | 0.16% |
7,595,638
-559,632
|
|
||
93
Deutsche Bank
DB
$67.2B
| $938M | 0.16% |
32,027,203
+2,650,822
|
|
||
94
Adobe
ADBE
$138B
| $935M | 0.16% |
2,417,071
+133,188
|
|
||
95
Liberty Broadband Class C
LBRDK
$8.78B
| $926M | 0.16% |
9,410,082
-2,273,007
|
|
||
96
GE Aerospace
GE
$319B
| $926M | 0.16% |
3,596,130
-1,204,465
|
|
||
97
PepsiCo
PEP
$206B
| $920M | 0.16% |
6,968,535
-531,318
|
|
||
98
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $918M | 0.16% |
18,562,113
+1,122,936
|
|
||
99
Intuitive Surgical
ISRG
$156B
| $915M | 0.16% |
1,683,008
-273,585
|
|
||
100
TJX Companies
TJX
$161B
| $907M | 0.16% |
7,342,977
-138,966
|
|