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
|
$3.04B |
| 2 |
Apple
AAPL
|
$2B |
| 3 |
NVIDIA
NVDA
|
$1.79B |
| 4 |
Amazon
AMZN
|
$1.24B |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.07B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$555M |
| 2 |
Schlumberger
SLB
|
$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$362M |
| 4 |
iShares Gold Trust
IAU
|
$322M |
| 5 |
CRH
CRH
|
$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $12.4B | 3.08% | 29,435,993 +7,237,291 | +33% | +$3.04B |
|
|
2
Apple
AAPL
$3.45T
| $8.68B | 2.16% | 50,612,391 +11,651,011 | +30% | +$2B |
|
|
3
NVIDIA
NVDA
$4.25T
| $7.29B | 1.82% | 8,072,813 +1,975,580 | +32% | +$1.79B |
|
|
4
Amazon
AMZN
$2.44T
| $5.65B | 1.41% | 31,348,172 +6,854,629 | +28% | +$1.24B |
|
5
SPDR S&P 500 ETF Trust
SPY
$659B
| $4.43B | 1.1% | 8,477,932 +295,149 | +4% | +$154M |
|
6
UBS Group
UBS
$128B
| $4.32B | 1.08% | 140,729,533 +5,446,271 | +4% | +$167M |
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.81B | 0.95% | 25,211,709 +4,333,781 | +21% | +$654M |
|
8
JPMorgan Chase
JPM
$829B
| $3.52B | 0.88% | 17,595,944 +1,507,915 | +9% | +$302M |
|
9
Broadcom
AVGO
$1.4T
| $3.44B | 0.86% | 2,592,982 -122,603 | -5% | -$162M |
|
10
Meta Platforms (Facebook)
META
$1.86T
| $3.34B | 0.83% | 6,870,382 +2,128,968 | +45% | +$1.03B |
|
11
Visa
V
$683B
| $2.77B | 0.69% | 9,922,006 +2,627,611 | +36% | +$733M |
|
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $2.46B | 0.61% | 16,132,163 +614,703 | +4% | +$93.6M |
|
13
UnitedHealth
UNH
$281B
| $2.37B | 0.59% | 4,797,695 +979,408 | +26% | +$485M |
|
14
Invesco QQQ Trust
QQQ
$369B
| $2.35B | 0.58% | 5,284,911 +537,099 | +11% | +$238M |
|
15
Home Depot
HD
$405B
| $2.35B | 0.58% | 6,113,541 +833,001 | +16% | +$320M |
|
16
Eli Lilly
LLY
$657B
| $2.09B | 0.52% | 2,689,225 +145,246 | +6% | +$113M |
|
17
iShares Russell 1000 Growth ETF
IWF
$116B
| $2.09B | 0.52% | 6,203,600 +101,185 | +2% | +$34.1M |
|
18
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.04B | 0.51% | 4,850,479 +1,180,186 | +32% | +$496M |
|
19
Vanguard Value ETF
VTV
$144B
| $2.04B | 0.51% | 12,509,347 +56,121 | +0.5% | +$9.14M |
|
20
Costco
COST
$418B
| $1.96B | 0.49% | 2,673,248 -199,063 | -7% | -$146M |
|
21
AbbVie
ABBV
$372B
| $1.91B | 0.48% | 10,508,209 -396,913 | -4% | -$72.3M |
|
22
Vanguard Growth ETF
VUG
$185B
| $1.89B | 0.47% | 5,499,994 -20,467 | -0.4% | -$7.04M |
|
23
Procter & Gamble
PG
$368B
| $1.83B | 0.45% | 11,253,659 +2,062,762 | +22% | +$335M |
|
24
Merck
MRK
$210B
| $1.79B | 0.44% | 13,537,100 +878,544 | +7% | +$116M |
|
25
iShares Core MSCI EAFE ETF
IEFA
$149B
| $1.77B | 0.44% | 23,912,427 +188,415 | +0.8% | +$14M |
|