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
NBIS
251
Nebius Group N.V.
NBIS
$24B
$384M 0.08%
4,581,803
+1,867,720
XLU icon
252
State Street Utilities Select Sector SPDR ETF
XLU
$24.6B
$383M 0.08%
8,965,893
-17,545
LOGI icon
253
Logitech
LOGI
$13.5B
$382M 0.08%
3,813,924
+726,548
PINS icon
254
Pinterest
PINS
$13.1B
$382M 0.08%
14,737,206
+8,174,687
CAR icon
255
Avis
CAR
$3.44B
$380M 0.08%
2,964,807
+804,814
COR icon
256
Cencora
COR
$69.7B
$379M 0.08%
1,122,710
+407,392
FTV icon
257
Fortive
FTV
$17.7B
$379M 0.08%
6,863,651
+638,459
ECL icon
258
Ecolab
ECL
$79.7B
$378M 0.07%
1,440,776
-4,746
TECK icon
259
Teck Resources
TECK
$24.9B
$378M 0.07%
7,889,173
+3,704,780
NDAQ icon
260
Nasdaq
NDAQ
$50.1B
$374M 0.07%
3,849,407
-319,375
SPDW icon
261
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$37.4B
$373M 0.07%
8,396,055
-18,034
KWEB icon
262
KraneShares CSI China Internet ETF
KWEB
$6.7B
$371M 0.07%
10,895,134
+3,138,058
MELI icon
263
Mercado Libre
MELI
$89.7B
$370M 0.07%
183,882
+14,006
SPYV icon
264
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.2B
$369M 0.07%
6,494,394
-777,969
MDY icon
265
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.5B
$367M 0.07%
608,452
-28,466
IYW icon
266
iShares US Technology ETF
IYW
$19.6B
$364M 0.07%
1,822,677
-59,941
XBI icon
267
State Street SPDR S&P Biotech ETF
XBI
$8.07B
$363M 0.07%
2,977,121
+569,986
NXPI icon
268
NXP Semiconductors
NXPI
$51.9B
$360M 0.07%
1,659,891
+406,923
CL icon
269
Colgate-Palmolive
CL
$75B
$360M 0.07%
4,550,692
-1,338,323
BRK.A icon
270
Berkshire Hathaway Class A
BRK.A
$1.08T
$359M 0.07%
476
-103
XLY icon
271
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
$359M 0.07%
3,002,896
-1,199,492
HYG icon
272
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$356M 0.07%
4,419,832
+1,897,185
ZTS icon
273
Zoetis
ZTS
$51.3B
$356M 0.07%
2,827,318
+17,687
MCHP icon
274
Microchip Technology
MCHP
$35.2B
$349M 0.07%
5,473,665
-693,955
GD icon
275
General Dynamics
GD
$97.9B
$346M 0.07%
1,029,188
-109,159
9 10
11
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