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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
10,257
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 20.05%
2 Financials 9.94%
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
BMY icon
251
Bristol-Myers Squibb
BMY
$115B
$437M 0.08%
7,200,449
+1,049,337
COHR icon
252
Coherent
COHR
$81B
$436M 0.08%
1,828,841
+737,594
FER icon
253
Ferrovial N.V. Ordinary Shares
FER
$49.1B
$436M 0.08%
6,697,049
-1,722,915
VLO icon
254
Valero Energy
VLO
$73.4B
$435M 0.08%
1,760,682
+218,669
ETR icon
255
Entergy
ETR
$50.9B
$428M 0.08%
3,805,892
+876,197
HWM icon
256
Howmet Aerospace
HWM
$108B
$428M 0.08%
1,855,203
+296,825
RACE icon
257
Ferrari
RACE
$65B
$427M 0.08%
1,261,080
-38,870
RVMD icon
258
Revolution Medicines
RVMD
$34B
$427M 0.08%
4,386,791
+1,298,854
DIA icon
259
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.6B
$424M 0.08%
916,275
+1,217
LNG icon
260
Cheniere Energy
LNG
$49.3B
$422M 0.07%
1,485,662
+354,043
EQIX icon
261
Equinix
EQIX
$105B
$418M 0.07%
426,471
+21,975
ITW icon
262
Illinois Tool Works
ITW
$75.5B
$416M 0.07%
1,599,685
-501,698
CRH icon
263
CRH
CRH
$73.2B
$415M 0.07%
3,944,361
-2,399,531
DT icon
264
Dynatrace
DT
$12B
$411M 0.07%
11,117,652
+10,469,619
NCLH icon
265
Norwegian Cruise Line
NCLH
$9.25B
$411M 0.07%
21,954,134
+18,227,580
NEM icon
266
Newmont
NEM
$113B
$409M 0.07%
3,781,989
-1,388,194
CSX icon
267
CSX Corp
CSX
$88.1B
$409M 0.07%
9,963,685
-2,106,326
MPC icon
268
Marathon Petroleum
MPC
$73.2B
$409M 0.07%
1,674,455
+405,584
RCL icon
269
Royal Caribbean
RCL
$84.1B
$406M 0.07%
1,476,663
+416,574
IWB icon
270
iShares Russell 1000 ETF
IWB
$48.6B
$406M 0.07%
1,138,383
+228,752
VXUS icon
271
Vanguard Total International Stock ETF
VXUS
$155B
$404M 0.07%
5,235,368
+1,234,400
CGDV icon
272
Capital Group Dividend Value ETF
CGDV
$35.9B
$403M 0.07%
9,468,056
+240,565
VCIT icon
273
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$403M 0.07%
4,866,484
+786,449
SATS icon
274
EchoStar
SATS
$34.2B
$401M 0.07%
3,428,303
+809,228
SPDW icon
275
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
$401M 0.07%
8,789,986
+393,931
9 10
11
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