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 |
Tesla
TSLA
|
$448M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$344M |
| 3 |
Exxon Mobil
XOM
|
$302M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$234M |
| 5 |
TSMC
TSM
|
$231M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$924M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$837M |
| 3 |
UBS Group
UBS
|
$706M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
$462M |
| 5 |
Invesco QQQ Trust
QQQ
|
$388M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.21% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.39% |
