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 |
SPDR S&P 500 ETF Trust
SPY
|
$417M |
| 2 |
Invesco QQQ Trust
QQQ
|
$259M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$259M |
| 4 |
PPL Corp
PPL
|
$248M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$215M |
Top Sells
| 1 |
Apple
AAPL
|
$578M |
| 2 |
Microsoft
MSFT
|
$452M |
| 3 |
Accenture
ACN
|
$327M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$288M |
| 5 |
Chevron
CVX
|
$266M |
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Healthcare | 8.77% |
| 3 | Financials | 8.68% |
| 4 | Consumer Discretionary | 6.48% |
| 5 | Industrials | 5.78% |
