UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564B
AUM Growth
+$58.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,289
New
Increased
Reduced
Closed

Top Buys

1
+$4.47B
2
+$2.93B
3
+$2.75B
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$2.69B
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.33B

Top Sells

1
+$1.44B
2
+$919M
3
+$851M
4
HON icon
Honeywell
HON
+$606M
5
MRK icon
Merck
MRK
+$605M

Sector Composition

1 Technology 20.06%
2 Financials 9.93%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGHC icon
2576
SGHC Ltd
SGHC
$6.73B
$10.9M ﹤0.01%
1,007,507
+403,683
HIW icon
2577
Highwoods Properties
HIW
$2.77B
$10.9M ﹤0.01%
506,947
+149,647
IRTC icon
2578
iRhythm Holdings
IRTC
$3.88B
$10.8M ﹤0.01%
91,903
-61,315
CDRE icon
2579
Cadre Holdings
CDRE
$1.28B
$10.8M ﹤0.01%
353,435
+126,283
SUPN icon
2580
Supernus Pharmaceuticals
SUPN
$2.85B
$10.8M ﹤0.01%
209,124
+166,077
WLTH
2581
Wealthfront Corp
WLTH
$1.66B
$10.8M ﹤0.01%
1,165,203
+1,000,159
SPHB icon
2582
Invesco S&P 500 High Beta ETF
SPHB
$846M
$10.8M ﹤0.01%
92,801
+21,287
BETR icon
2583
Better Home & Finance Holding
BETR
$698M
$10.8M ﹤0.01%
301,962
+219,553
NRGV icon
2584
Energy Vault
NRGV
$876M
$10.8M ﹤0.01%
3,259,005
+1,717,918
UGP icon
2585
Ultrapar
UGP
$6.4B
$10.7M ﹤0.01%
1,950,018
+73,253
CPA icon
2586
Copa Holdings
CPA
$4.67B
$10.7M ﹤0.01%
94,351
+26,667
AGZ icon
2587
iShares Agency Bond ETF
AGZ
$552M
$10.7M ﹤0.01%
97,630
+9,669
UNFI icon
2588
United Natural Foods
UNFI
$3.12B
$10.7M ﹤0.01%
236,798
+72,921
AMRC icon
2589
Ameresco
AMRC
$1.63B
$10.7M ﹤0.01%
418,130
+20,744
EMCB icon
2590
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$99.6M
$10.7M ﹤0.01%
162,733
+4,804
CRBG icon
2591
Corebridge Financial
CRBG
$13B
$10.7M ﹤0.01%
446,657
-956,442
MDYG icon
2592
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.74B
$10.7M ﹤0.01%
111,040
+22,887
IMKTA icon
2593
Ingles Markets
IMKTA
$1.7B
$10.6M ﹤0.01%
118,478
+51,352
NNI icon
2594
Nelnet
NNI
$5.07B
$10.6M ﹤0.01%
82,533
-49,875
USTB icon
2595
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.03B
$10.6M ﹤0.01%
210,425
-8,887
EWM icon
2596
iShares MSCI Malaysia ETF
EWM
$374M
$10.6M ﹤0.01%
374,295
-213,367
GVI icon
2597
iShares Intermediate Government/Credit Bond ETF
GVI
$3.77B
$10.6M ﹤0.01%
99,666
+18,522
NBB icon
2598
Nuveen Taxable Municipal Income Fund
NBB
$465M
$10.6M ﹤0.01%
678,848
+40,354
IGE icon
2599
iShares North American Natural Resources ETF
IGE
$826M
$10.6M ﹤0.01%
168,545
+102,508
PSI icon
2600
Invesco Semiconductors ETF
PSI
$2.09B
$10.6M ﹤0.01%
112,024
-4,150
102 103
104
105 106