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 | +$1.56B | |
| 2 | +$585M | |
| 3 | +$582M | |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 | +$660M | |
| 2 | +$549M | |
| 3 | +$513M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.71T
| $13.5B | 2.48% |
60,728,803
-204,566
|
|
||
2
Microsoft
MSFT
$3.82T
| $12.3B | 2.27% |
32,898,115
-1,366,087
|
|
||
3
NVIDIA
NVDA
$4.39T
| $11B | 2.02% |
101,426,062
+1,210,426
|
|
||
4
Amazon
AMZN
$2.29T
| $7.15B | 1.31% |
37,578,344
+115,163
|
|
||
5
SPDR S&P 500 ETF Trust
SPY
$661B
| $7.14B | 1.31% |
12,764,959
+2,788,562
|
|
||
6
Meta Platforms (Facebook)
META
$1.8T
| $5.6B | 1.03% |
9,708,310
-124,039
|
|
||
7
JPMorgan Chase
JPM
$835B
| $5.39B | 0.99% |
21,966,473
+2,005,186
|
|
||
8
Broadcom
AVGO
$1.67T
| $4.62B | 0.85% |
27,596,377
+958,642
|
|
||
9
UBS Group
UBS
$124B
| $4.51B | 0.83% |
147,271,042
-6,313,770
|
|
||
|
10
Alphabet (Google) Class A
GOOGL
$3.03T
| $4.27B | 0.79% |
27,616,108
-3,101,544
|
|
||
11
Visa
V
$672B
| $4.05B | 0.75% |
11,564,618
-732,439
|
|
||
|
12
Alphabet (Google) Class C
GOOG
$3.04T
| $3.81B | 0.7% |
24,409,755
+2,465,761
|
|
||
13
Berkshire Hathaway Class B
BRK.B
$1.07T
| $3.18B | 0.59% |
5,980,274
+511,024
|
|
||
14
Eli Lilly
LLY
$743B
| $3.17B | 0.58% |
3,838,852
+437,713
|
|
||
15
UnitedHealth
UNH
$327B
| $2.88B | 0.53% |
5,494,668
+358,350
|
|
||
16
Costco
COST
$423B
| $2.58B | 0.47% |
2,729,159
+64,556
|
|
||
17
Home Depot
HD
$387B
| $2.53B | 0.47% |
6,904,492
+390,442
|
|
||
18
Invesco QQQ Trust
QQQ
$383B
| $2.53B | 0.46% |
5,393,101
-550,090
|
|
||
19
AbbVie
ABBV
$401B
| $2.45B | 0.45% |
11,712,840
-867,368
|
|
||
20
Chevron
CVX
$306B
| $2.38B | 0.44% |
14,207,886
-322,634
|
|
||
21
SPDR Gold Trust
GLD
$135B
| $2.33B | 0.43% |
8,078,269
+2,021,106
|
|
||
22
Vanguard Value ETF
VTV
$148B
| $2.32B | 0.43% |
13,425,966
+204,139
|
|
||
23
iShares Russell 1000 Growth ETF
IWF
$122B
| $2.28B | 0.42% |
6,312,798
+116,259
|
|
||
24
Vanguard Growth ETF
VUG
$195B
| $2.18B | 0.4% |
5,876,133
-63,647
|
|
||
25
Procter & Gamble
PG
$345B
| $2.15B | 0.4% |
12,643,034
-365,552
|
|