UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505B
AUM Growth
-$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,065
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$745M
3
+$725M
4
TTE icon
TotalEnergies
TTE
+$639M
5
WMT icon
Walmart Inc
WMT
+$585M

Top Sells

1
+$1.87B
2
+$1.41B
3
+$1.16B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03B
5
LUV icon
Southwest Airlines
LUV
+$727M

Sector Composition

1 Technology 21.41%
2 Financials 11.64%
3 Healthcare 8.16%
4 Industrials 8.07%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.44T
$14.5B 2.86%
77,489,454
-10,042,089
MSFT icon
2
Microsoft
MSFT
$3.04T
$13.6B 2.69%
28,044,188
-2,320,211
AAPL icon
3
Apple
AAPL
$3.82T
$12.1B 2.4%
44,547,157
-5,266,649
AVGO icon
4
Broadcom
AVGO
$1.64T
$8.23B 1.63%
23,774,356
+206,474
AMZN icon
5
Amazon
AMZN
$2.29T
$7.99B 1.58%
34,606,077
-1,658,256
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$687B
$7.4B 1.46%
10,847,487
+1,857,909
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.71T
$6.94B 1.37%
22,175,794
-2,206,303
UBS icon
8
UBS Group
UBS
$119B
$6.51B 1.29%
140,490,368
+8,011,819
GOOG icon
9
Alphabet (Google) Class C
GOOG
$3.7T
$6.23B 1.23%
19,853,918
-1,904,841
META icon
10
Meta Platforms (Facebook)
META
$1.64T
$6.13B 1.21%
9,281,783
+78,637
JPM icon
11
JPMorgan Chase
JPM
$782B
$6.09B 1.21%
18,895,635
-665,611
V icon
12
Visa
V
$608B
$4.07B 0.81%
11,601,998
+193,797
LLY icon
13
Eli Lilly
LLY
$900B
$3.83B 0.76%
3,563,920
-406,325
QQQ icon
14
Invesco QQQ Trust
QQQ
$398B
$3.66B 0.73%
5,962,070
-204,240
VUG icon
15
Vanguard Growth ETF
VUG
$196B
$2.74B 0.54%
5,614,562
-189,706
WMT icon
16
Walmart Inc
WMT
$991B
$2.64B 0.52%
23,718,176
+5,446,079
VOO icon
17
Vanguard S&P 500 ETF
VOO
$845B
$2.53B 0.5%
4,030,702
-62,987
VTV icon
18
Vanguard Value ETF
VTV
$166B
$2.41B 0.48%
12,641,987
-959,013
ABBV icon
19
AbbVie
ABBV
$402B
$2.41B 0.48%
10,526,920
-1,191,316
MU icon
20
Micron Technology
MU
$438B
$2.4B 0.47%
8,394,167
-1,616,019
HD icon
21
Home Depot
HD
$352B
$2.37B 0.47%
6,885,216
+607,608
COST icon
22
Costco
COST
$446B
$2.34B 0.46%
2,715,908
-141,654
IWF icon
23
iShares Russell 1000 Growth ETF
IWF
$117B
$2.32B 0.46%
4,895,249
-994,986
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.28B 0.45%
4,541,541
-480,901
CSCO icon
25
Cisco
CSCO
$301B
$2.27B 0.45%
29,456,358
+3,587,083
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