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 |
AMRZ
Amrize Ltd
AMRZ
|
$766M |
| 2 |
O'Reilly Automotive
ORLY
|
$607M |
| 3 |
Tesla
TSLA
|
$470M |
| 4 |
Suncor Energy
SU
|
$467M |
| 5 |
Accenture
ACN
|
$413M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56B |
| 2 |
Apple
AAPL
|
$1.35B |
| 3 |
UBS Group
UBS
|
$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 | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Starbucks
SBUX
$102B
| $1.07B | 0.18% |
11,651,013
+2,348,367
| +25% | +$215M |
|
77
iShares MSCI EAFE ETF
EFA
$65.3B
| $1.07B | 0.18% |
11,924,839
+932,421
| +8% | +$83.3M |
|
78
Union Pacific
UNP
$133B
| $1.03B | 0.18% |
4,470,559
+20,084
| +0.5% | +$4.62M |
|
79
Verizon
VZ
$185B
| $1.01B | 0.17% |
23,259,647
+813,920
| +4% | +$35.2M |
|
80
Boeing
BA
$179B
| $1B | 0.17% |
4,787,225
-11,172
| -0.2% | -$2.34M |
|
81
Blackstone
BX
$134B
| $1B | 0.17% |
6,704,742
+424,383
| +7% | +$63.5M |
|
82
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
| $998M | 0.17% |
11,304,049
-317,560
| -3% | -$28M |
|
83
Marsh & McLennan
MMC
$101B
| $993M | 0.17% |
4,539,709
-205,119
| -4% | -$44.8M |
|
84
iShares Core US Aggregate Bond ETF
AGG
$130B
| $990M | 0.17% |
9,981,683
-12,553
| -0.1% | -$1.25M |
|
85
Thermo Fisher Scientific
TMO
$186B
| $976M | 0.17% |
2,405,949
-214,005
| -8% | -$86.8M |
|
86
iShares S&P 500 Growth ETF
IVW
$62.5B
| $973M | 0.17% |
8,834,680
-114,464
| -1% | -$12.6M |
|
87
Vanguard Small-Cap ETF
VB
$66.1B
| $971M | 0.17% |
4,098,496
+35,405
| +0.9% | +$8.39M |
|
88
CrowdStrike
CRWD
$104B
| $962M | 0.17% |
1,888,813
-262,738
| -12% | -$134M |
|
89
Intel
INTC
$106B
| $962M | 0.17% |
42,931,296
+5,181,081
| +14% | +$116M |
|
90
Lam Research
LRCX
$123B
| $961M | 0.17% |
9,876,133
-565,522
| -5% | -$55M |
|
91
Wells Fargo
WFC
$263B
| $943M | 0.16% |
11,767,236
-2,247,855
| -16% | -$180M |
|
92
Walt Disney
DIS
$213B
| $942M | 0.16% |
7,595,638
-559,632
| -7% | -$69.4M |
|
93
Deutsche Bank
DB
$66.9B
| $938M | 0.16% |
32,027,203
+2,650,822
| +9% | +$77.6M |
|
94
Adobe
ADBE
$147B
| $935M | 0.16% |
2,417,071
+133,188
| +6% | +$51.5M |
|
95
Liberty Broadband Class C
LBRDK
$8.73B
| $926M | 0.16% |
9,410,082
-2,273,007
| -19% | -$224M |
|
96
GE Aerospace
GE
$292B
| $926M | 0.16% |
3,596,130
-1,204,465
| -25% | -$310M |
|
97
PepsiCo
PEP
$206B
| $920M | 0.16% |
6,968,535
-531,318
| -7% | -$70.2M |
|
98
Vanguard FTSE Emerging Markets ETF
VWO
$96.2B
| $918M | 0.16% |
18,562,113
+1,122,936
| +6% | +$55.5M |
|
99
Intuitive Surgical
ISRG
$170B
| $915M | 0.16% |
1,683,008
-273,585
| -14% | -$149M |
|
100
TJX Companies
TJX
$152B
| $907M | 0.16% |
7,342,977
-138,966
| -2% | -$17.2M |
|