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
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,609
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$585M
3
+$582M
4
HPE icon
Hewlett Packard
HPE
+$514M
5
LUV icon
Southwest Airlines
LUV
+$510M

Top Sells

1
+$660M
2
+$549M
3
+$513M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$480M
5
BA icon
Boeing
BA
+$458M

Sector Composition

1 Technology 19.9%
2 Financials 12.02%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
251
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$358M 0.07%
671,791
-7,706
HYG icon
252
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$358M 0.07%
4,539,850
-433,163
VRTX icon
253
Vertex Pharmaceuticals
VRTX
$105B
$358M 0.07%
737,418
-125,618
FTNT icon
254
Fortinet
FTNT
$64B
$356M 0.07%
3,703,067
-228,012
DASH icon
255
DoorDash
DASH
$116B
$354M 0.07%
1,935,403
+178,900
EA icon
256
Electronic Arts
EA
$50.1B
$351M 0.06%
2,429,537
+569,575
PYPL icon
257
PayPal
PYPL
$64.9B
$348M 0.06%
5,339,697
+1,163,854
VST icon
258
Vistra
VST
$71.4B
$348M 0.06%
2,960,596
+225,399
XLC icon
259
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
$345M 0.06%
3,575,790
+40,766
FTV icon
260
Fortive
FTV
$16.4B
$345M 0.06%
4,707,786
-1,400,835
SPYV icon
261
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$343M 0.06%
6,718,939
-238,266
GPC icon
262
Genuine Parts
GPC
$18.6B
$342M 0.06%
2,867,944
+2,138,030
CIBR icon
263
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$341M 0.06%
5,414,898
-383,686
CI icon
264
Cigna
CI
$78.6B
$339M 0.06%
1,031,227
+71,839
XLP icon
265
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$337M 0.06%
4,129,008
+1,273,110
VONG icon
266
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
$337M 0.06%
3,627,834
+192,649
VHT icon
267
Vanguard Health Care ETF
VHT
$15.9B
$336M 0.06%
1,270,552
-5,351
AFL icon
268
Aflac
AFL
$58.7B
$334M 0.06%
3,005,194
-37,219
NXPI icon
269
NXP Semiconductors
NXPI
$54.8B
$333M 0.06%
1,753,809
-106,969
USFR icon
270
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$333M 0.06%
6,618,445
+824,855
USMV icon
271
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$333M 0.06%
3,556,459
-309,597
DIA icon
272
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.5B
$332M 0.06%
789,793
-265,368
AZO icon
273
AutoZone
AZO
$67.1B
$331M 0.06%
86,763
+7,043
LHX icon
274
L3Harris
LHX
$54.2B
$331M 0.06%
1,579,836
+451,795
USIG icon
275
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
$327M 0.06%
6,406,878
-221,018
9 10
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