UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478B
AUM Growth
+$26.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,742
New
Increased
Reduced
Closed

Top Buys

1
+$766M
2
+$470M
3
+$467M
4
ACN icon
Accenture
ACN
+$413M
5
KVUE icon
Kenvue
KVUE
+$385M

Top Sells

1
+$1.56B
2
+$1.35B
3
+$1.06B
4
NVDA icon
NVIDIA
NVDA
+$827M
5
HPE icon
Hewlett Packard
HPE
+$721M

Sector Composition

1 Technology 22.13%
2 Financials 11.57%
3 Industrials 8.2%
4 Consumer Discretionary 8.18%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLR icon
251
Digital Realty Trust
DLR
$59.8B
$374M 0.06%
2,147,658
+820,874
TRGP icon
252
Targa Resources
TRGP
$32.5B
$374M 0.06%
2,147,424
+87,565
CTAS icon
253
Cintas
CTAS
$75.3B
$373M 0.06%
1,672,330
+224,660
APP icon
254
Applovin
APP
$204B
$371M 0.06%
1,060,864
-533,118
SOFI icon
255
SoFi Technologies
SOFI
$33.6B
$371M 0.06%
20,352,844
+5,923,047
MPWR icon
256
Monolithic Power Systems
MPWR
$48.3B
$368M 0.06%
502,536
+145,246
BRK.A icon
257
Berkshire Hathaway Class A
BRK.A
$1.07T
$364M 0.06%
499
-21
JCI icon
258
Johnson Controls International
JCI
$72.5B
$360M 0.06%
3,408,885
+864,853
DUK icon
259
Duke Energy
DUK
$100B
$358M 0.06%
3,037,105
-570,395
MGK icon
260
Vanguard Mega Cap Growth ETF
MGK
$30.8B
$355M 0.06%
968,648
+78,545
CVNA icon
261
Carvana
CVNA
$49.1B
$353M 0.06%
1,048,976
-48,380
MPLX icon
262
MPLX
MPLX
$50.3B
$351M 0.06%
6,809,249
+869,016
AZEK
263
DELISTED
The AZEK Co
AZEK
$349M 0.06%
6,413,445
+4,710,348
DIA icon
264
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.5B
$349M 0.06%
790,995
+1,202
SPYV icon
265
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$346M 0.06%
6,609,996
-108,943
MDY icon
266
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$346M 0.06%
610,592
-61,199
EBAY icon
267
eBay
EBAY
$41.5B
$345M 0.06%
4,633,463
-5,900,922
FTNT icon
268
Fortinet
FTNT
$64B
$344M 0.06%
3,256,430
-446,637
GD icon
269
General Dynamics
GD
$89.3B
$343M 0.06%
1,176,905
-454,305
JNPR
270
DELISTED
Juniper Networks
JNPR
$343M 0.06%
8,590,693
+3,819,916
COWZ icon
271
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
$342M 0.06%
6,203,671
-967,109
FANG icon
272
Diamondback Energy
FANG
$41.1B
$342M 0.06%
2,487,670
-52,843
XBI icon
273
SPDR S&P Biotech ETF
XBI
$6.27B
$341M 0.06%
4,117,555
-3,083,227
SPDW icon
274
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.5B
$340M 0.06%
8,391,174
+1,108,971
NXPI icon
275
NXP Semiconductors
NXPI
$54.8B
$339M 0.06%
1,551,054
-202,755
9 10
11
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