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 |
Microsoft
MSFT
|
$849M |
| 2 |
Apple
AAPL
|
$707M |
| 3 |
Tesla
TSLA
|
$370M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$354M |
| 5 |
Johnson & Johnson
JNJ
|
$344M |
Top Sells
| 1 |
Salesforce
CRM
|
$338M |
| 2 |
Meta Platforms (Facebook)
META
|
$243M |
| 3 |
CTXS
Citrix Systems Inc
CTXS
|
$223M |
| 4 |
iShares US Real Estate ETF
IYR
|
$217M |
| 5 |
Vertiv
VRT
|
$147M |
Sector Composition
| 1 | Technology | 13.92% |
| 2 | Healthcare | 9.62% |
| 3 | Financials | 9.19% |
| 4 | Consumer Discretionary | 6.32% |
| 5 | Industrials | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Technology Select Sector SPDR Fund
XLK
$84.1B
| $617M | 0.23% | 4,954,968 -954,718 | -16% | -$119M |
|
|
77
iShares MSCI ACWI ETF
ACWI
$22B
| $603M | 0.23% | 7,101,249 +4,174,155 | +143% | +$354M |
|
78
iShares MSCI Emerging Markets ETF
EEM
$19B
| $600M | 0.22% | 15,828,036 +3,977,478 | +34% | +$151M |
|
79
Linde
LIN
$224B
| $597M | 0.22% | 1,831,484 -77,622 | -4% | -$25.3M |
|
80
Health Care Select Sector SPDR Fund
XLV
$33.5B
| $597M | 0.22% | 4,394,757 -423,538 | -9% | -$57.5M |
|
81
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $590M | 0.22% | 11,770,801 +2,021,887 | +21% | +$101M |
|
|
82
Tesla
TSLA
$1.08T
| $589M | 0.22% | 4,783,442 +3,004,028 | +169% | +$370M |
|
83
TSMC
TSM
$1.2T
| $588M | 0.22% | 7,890,766 +3,295,295 | +72% | +$245M |
|
84
Mondelez International
MDLZ
$79.5B
| $569M | 0.21% | 8,539,538 +1,397,150 | +20% | +$93.1M |
|
85
Qualcomm
QCOM
$173B
| $566M | 0.21% | 5,146,685 +917,330 | +22% | +$101M |
|
86
American Tower
AMT
$95.5B
| $556M | 0.21% | 2,623,817 +31,701 | +1% | +$6.72M |
|
87
Medtronic
MDT
$119B
| $547M | 0.2% | 7,043,166 -985,567 | -12% | -$76.6M |
|
88
iShares S&P 500 Value ETF
IVE
$41.1B
| $545M | 0.2% | 3,758,220 +440,953 | +13% | +$64M |
|
89
iShares Core US Aggregate Bond ETF
AGG
$130B
| $542M | 0.2% | 5,590,818 -617,946 | -10% | -$59.9M |
|
90
Verizon
VZ
$186B
| $536M | 0.2% | 13,606,176 -1,105,058 | -8% | -$43.5M |
|
91
iShares 20+ Year Treasury Bond ETF
TLT
$47.6B
| $532M | 0.2% | 5,339,315 +3,040,626 | +132% | +$303M |
|
92
iShares S&P 500 Growth ETF
IVW
$63B
| $526M | 0.2% | 8,990,438 +297,081 | +3% | +$17.4M |
|
|
93
Meta Platforms (Facebook)
META
$1.86T
| $522M | 0.2% | 4,338,879 -2,016,797 | -32% | -$243M |
|
94
Oracle
ORCL
$635B
| $520M | 0.19% | 6,364,970 +1,188,731 | +23% | +$97.2M |
|
95
Adobe
ADBE
$151B
| $518M | 0.19% | 1,538,581 -336,009 | -18% | -$113M |
|
96
Chubb
CB
$110B
| $517M | 0.19% | 2,345,167 +332,741 | +17% | +$73.4M |
|
97
EOG Resources
EOG
$68.2B
| $516M | 0.19% | 3,985,507 +207,394 | +5% | +$26.9M |
|
98
Marsh & McLennan
MMC
$101B
| $509M | 0.19% | 3,073,669 +72,692 | +2% | +$12M |
|
99
Bristol-Myers Squibb
BMY
$96B
| $491M | 0.18% | 6,824,211 +1,359,771 | +25% | +$97.8M |
|
100
Boeing
BA
$177B
| $490M | 0.18% | 2,574,286 +419,428 | +19% | +$79.9M |
|