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 | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $13.9B | 3.03% | 32,362,500 +445,890 | +1% | +$192M |
|
|
2
Apple
AAPL
$3.45T
| $13.8B | 3% | 59,163,295 +2,754,986 | +5% | +$642M |
|
|
3
NVIDIA
NVDA
$4.25T
| $11.8B | 2.57% | 96,989,864 +5,157,833 | +6% | +$626M |
|
4
Amazon
AMZN
$2.44T
| $6.82B | 1.49% | 36,615,609 +1,550,968 | +4% | +$289M |
|
|
5
Meta Platforms (Facebook)
META
$1.86T
| $5.47B | 1.19% | 9,554,524 +1,348,927 | +16% | +$772M |
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.94B | 1.08% | 29,759,717 +2,506,787 | +9% | +$416M |
|
7
SPDR S&P 500 ETF Trust
SPY
$659B
| $4.89B | 1.07% | 8,525,137 +778,643 | +10% | +$447M |
|
8
UBS Group
UBS
$128B
| $4.81B | 1.05% | 155,464,979 -1,127,515 | -0.7% | -$34.9M |
|
|
9
Broadcom
AVGO
$1.4T
| $4.47B | 0.97% | 25,940,826 +23,229,676 | +857% | +$4.01B |
|
10
JPMorgan Chase
JPM
$829B
| $4.03B | 0.88% | 19,108,878 +277,249 | +1% | +$58.5M |
|
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $3.71B | 0.81% | 22,208,664 +1,249,706 | +6% | +$209M |
|
12
UnitedHealth
UNH
$281B
| $3.58B | 0.78% | 6,123,088 -4,659 | -0.1% | -$2.72M |
|
13
Visa
V
$683B
| $3.35B | 0.73% | 12,189,882 +511,403 | +4% | +$141M |
|
|
14
Eli Lilly
LLY
$657B
| $3.19B | 0.69% | 3,595,919 +633,098 | +21% | +$561M |
|
15
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.59B | 0.56% | 5,623,279 +135,322 | +2% | +$62.3M |
|
16
Invesco QQQ Trust
QQQ
$369B
| $2.55B | 0.56% | 5,227,891 +104,909 | +2% | +$51.2M |
|
17
Home Depot
HD
$405B
| $2.44B | 0.53% | 6,009,450 -22,834 | -0.4% | -$9.25M |
|
18
iShares Russell 1000 Growth ETF
IWF
$116B
| $2.36B | 0.51% | 6,273,706 +44,498 | +0.7% | +$16.7M |
|
19
Costco
COST
$418B
| $2.29B | 0.5% | 2,588,645 +26,172 | +1% | +$23.2M |
|
20
AbbVie
ABBV
$372B
| $2.27B | 0.49% | 11,494,106 -383,411 | -3% | -$75.7M |
|
21
Vanguard Value ETF
VTV
$144B
| $2.27B | 0.49% | 12,996,101 +518,830 | +4% | +$90.6M |
|
22
Procter & Gamble
PG
$368B
| $2.22B | 0.48% | 12,844,327 +478,581 | +4% | +$82.9M |
|
23
Vanguard Growth ETF
VUG
$185B
| $2.22B | 0.48% | 5,791,023 +168,193 | +3% | +$64.6M |
|
24
Exxon Mobil
XOM
$487B
| $1.99B | 0.43% | 17,010,035 -158,273 | -0.9% | -$18.6M |
|
25
iShares Core S&P 500 ETF
IVV
$661B
| $1.91B | 0.42% | 3,303,997 +461,375 | +16% | +$266M |
|