UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

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.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$679M
3
+$574M
4
MDT icon
Medtronic
MDT
+$523M
5
WDAY icon
Workday
WDAY
+$518M

Top Sells

1
+$1.62B
2
+$1.44B
3
+$1.1B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$835M
5
CVX icon
Chevron
CVX
+$690M

Sector Composition

1 Technology 22.22%
2 Financials 11.4%
3 Industrials 8.29%
4 Consumer Discretionary 8.03%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.43T
$16.3B 2.56%
87,531,543
-8,661,470
MSFT icon
2
Microsoft
MSFT
$3.59T
$15.7B 2.46%
30,364,399
-1,233,459
AAPL icon
3
Apple
AAPL
$4.12T
$12.7B 1.99%
49,813,806
-4,320,658
AMZN icon
4
Amazon
AMZN
$2.45T
$7.96B 1.25%
36,264,333
+383,854
AVGO icon
5
Broadcom
AVGO
$1.84T
$7.78B 1.22%
23,567,882
-1,949,369
META icon
6
Meta Platforms (Facebook)
META
$1.7T
$6.76B 1.06%
9,203,146
+573
JPM icon
7
JPMorgan Chase
JPM
$858B
$6.17B 0.97%
19,561,246
-875,381
SPY icon
8
SPDR S&P 500 ETF Trust
SPY
$704B
$5.99B 0.94%
8,989,578
-1,253,009
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.88T
$5.93B 0.93%
24,382,097
-1,434,059
UBS icon
10
UBS Group
UBS
$127B
$5.43B 0.85%
132,478,549
+16,563,064
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.89T
$5.3B 0.83%
21,758,759
-33,187
V icon
12
Visa
V
$639B
$3.89B 0.61%
11,408,201
-546,198
QQQ icon
13
Invesco QQQ Trust
QQQ
$408B
$3.7B 0.58%
6,166,310
+625,681
ORCL icon
14
Oracle
ORCL
$620B
$3.24B 0.51%
11,534,500
+828,676
IVV icon
15
iShares Core S&P 500 ETF
IVV
$736B
$3.19B 0.5%
4,772,201
+1,671,715
LLY icon
16
Eli Lilly
LLY
$904B
$3.03B 0.47%
3,970,245
+50,838
VUG icon
17
Vanguard Growth ETF
VUG
$204B
$2.78B 0.44%
5,804,268
-112,173
IWF icon
18
iShares Russell 1000 Growth ETF
IWF
$125B
$2.76B 0.43%
5,890,235
-128,234
ABBV icon
19
AbbVie
ABBV
$400B
$2.71B 0.43%
11,718,236
-86,248
COST icon
20
Costco
COST
$397B
$2.65B 0.41%
2,857,562
-80,977
HD icon
21
Home Depot
HD
$353B
$2.54B 0.4%
6,277,608
+683,579
VTV icon
22
Vanguard Value ETF
VTV
$155B
$2.54B 0.4%
13,601,000
-168,824
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.52B 0.4%
5,022,442
-343,140
VOO icon
24
Vanguard S&P 500 ETF
VOO
$826B
$2.51B 0.39%
4,093,689
+65,727
TSM icon
25
TSMC
TSM
$1.53T
$2.41B 0.38%
8,630,890
+315,756
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