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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Verizon
VZ
$186B
| $904M | 0.2% | 20,136,008 +2,263,190 | +13% | +$102M |
|
77
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $903M | 0.2% | 15,726,929 -127,285 | -0.8% | -$7.31M |
|
78
Danaher
DHR
$147B
| $898M | 0.2% | 3,228,557 +112,224 | +4% | +$31.2M |
|
79
Blackstone
BX
$134B
| $889M | 0.19% | 5,802,955 -42,567 | -0.7% | -$6.52M |
|
80
TJX Companies
TJX
$152B
| $888M | 0.19% | 7,551,391 +902,919 | +14% | +$106M |
|
81
Intuitive Surgical
ISRG
$170B
| $884M | 0.19% | 1,799,527 +124,606 | +7% | +$61.2M |
|
82
iShares S&P 500 Growth ETF
IVW
$63.1B
| $882M | 0.19% | 9,212,594 -46,982 | -0.5% | -$4.5M |
|
83
Walt Disney
DIS
$213B
| $865M | 0.19% | 8,996,847 +536,137 | +6% | +$51.6M |
|
84
American Express
AXP
$231B
| $858M | 0.19% | 3,164,754 +337,083 | +12% | +$91.4M |
|
85
Analog Devices
ADI
$124B
| $837M | 0.18% | 3,635,350 +926,739 | +34% | +$213M |
|
86
United Parcel Service
UPS
$74.1B
| $827M | 0.18% | 6,067,497 -579,252 | -9% | -$79M |
|
87
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $822M | 0.18% | 4,583,976 +174,036 | +4% | +$31.2M |
|
88
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $808M | 0.18% | 16,877,001 -236,259 | -1% | -$11.3M |
|
89
iShares Core US Aggregate Bond ETF
AGG
$131B
| $807M | 0.18% | 7,964,963 -707,167 | -8% | -$71.6M |
|
90
Mondelez International
MDLZ
$79.5B
| $800M | 0.17% | 10,854,642 +203,896 | +2% | +$15M |
|
91
S&P Global
SPGI
$167B
| $793M | 0.17% | 1,535,532 +70,694 | +5% | +$36.5M |
|
92
Starbucks
SBUX
$100B
| $755M | 0.16% | 7,746,027 -586,897 | -7% | -$57.2M |
|
93
Applied Materials
AMAT
$128B
| $749M | 0.16% | 3,704,730 +20,295 | +0.6% | +$4.1M |
|
94
Micron Technology
MU
$133B
| $742M | 0.16% | 7,155,171 +1,096,988 | +18% | +$114M |
|
95
Eaton
ETN
$136B
| $731M | 0.16% | 2,204,389 +60,930 | +3% | +$20.2M |
|
96
Caterpillar
CAT
$196B
| $727M | 0.16% | 1,859,081 -32,605 | -2% | -$12.8M |
|
97
Chubb
CB
$110B
| $725M | 0.16% | 2,515,180 +85,805 | +4% | +$24.7M |
|
98
iShares Russell 2000 ETF
IWM
$67B
| $724M | 0.16% | 3,275,818 -159,725 | -5% | -$35.3M |
|
99
American Tower
AMT
$95.5B
| $705M | 0.15% | 3,029,742 +339,001 | +13% | +$78.8M |
|
100
Honeywell
HON
$139B
| $698M | 0.15% | 3,374,739 -426,449 | -11% | -$88.2M |
|