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 |
Strategy Inc Common Stock Class A
MSTR
|
$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$851M |
| 3 |
Boeing
BA
|
$833M |
| 4 |
Microsoft
MSFT
|
$802M |
| 5 |
Palo Alto Networks
PANW
|
$777M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$499M |
| 2 |
Unity
U
|
$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
$159M |
| 4 |
Eli Lilly
LLY
|
$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $15.3B | 2.82% | 60,933,369 +1,770,074 | +3% | +$443M |
|
|
2
Microsoft
MSFT
$3.77T
| $14.4B | 2.67% | 34,264,202 +1,901,702 | +6% | +$802M |
|
3
NVIDIA
NVDA
$4.25T
| $13.5B | 2.49% | 100,215,636 +3,225,772 | +3% | +$433M |
|
4
Amazon
AMZN
$2.44T
| $8.22B | 1.52% | 37,463,181 +847,572 | +2% | +$186M |
|
5
Broadcom
AVGO
$1.4T
| $6.18B | 1.14% | 26,637,735 +696,909 | +3% | +$162M |
|
|
6
SPDR S&P 500 ETF Trust
SPY
$659B
| $5.85B | 1.08% | 9,976,397 +1,451,260 | +17% | +$851M |
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.81B | 1.07% | 30,717,652 +957,935 | +3% | +$181M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $5.76B | 1.06% | 9,832,349 +277,825 | +3% | +$163M |
|
9
JPMorgan Chase
JPM
$829B
| $4.78B | 0.88% | 19,961,287 +852,409 | +4% | +$204M |
|
10
UBS Group
UBS
$128B
| $4.66B | 0.86% | 153,584,812 -1,880,167 | -1% | -$57M |
|
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $4.18B | 0.77% | 21,943,994 -264,670 | -1% | -$50.4M |
|
12
Visa
V
$683B
| $3.89B | 0.72% | 12,297,057 +107,175 | +0.9% | +$33.9M |
|
13
Invesco QQQ Trust
QQQ
$369B
| $3.04B | 0.56% | 5,943,191 +715,300 | +14% | +$366M |
|
14
Tesla
TSLA
$1.08T
| $2.93B | 0.54% | 7,260,940 +616,314 | +9% | +$249M |
|
|
15
Eli Lilly
LLY
$657B
| $2.63B | 0.49% | 3,401,139 -194,780 | -5% | -$150M |
|
|
16
UnitedHealth
UNH
$281B
| $2.6B | 0.48% | 5,136,318 -986,770 | -16% | -$499M |
|
17
Home Depot
HD
$405B
| $2.53B | 0.47% | 6,514,050 +504,600 | +8% | +$196M |
|
18
iShares Russell 1000 Growth ETF
IWF
$116B
| $2.49B | 0.46% | 6,196,539 -77,167 | -1% | -$31M |
|
19
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.48B | 0.46% | 5,469,250 -154,029 | -3% | -$69.8M |
|
20
Costco
COST
$418B
| $2.44B | 0.45% | 2,664,603 +75,958 | +3% | +$69.6M |
|
21
Vanguard Growth ETF
VUG
$185B
| $2.44B | 0.45% | 5,939,780 +148,757 | +3% | +$61.1M |
|
22
iShares Core S&P 500 ETF
IVV
$661B
| $2.28B | 0.42% | 3,876,820 +572,823 | +17% | +$337M |
|
23
Vanguard Value ETF
VTV
$144B
| $2.24B | 0.41% | 13,221,827 +225,726 | +2% | +$38.2M |
|
24
AbbVie
ABBV
$372B
| $2.24B | 0.41% | 12,580,208 +1,086,102 | +9% | +$193M |
|
25
Procter & Gamble
PG
$368B
| $2.18B | 0.4% | 13,008,586 +164,259 | +1% | +$27.5M |
|