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
CLB icon
2926
Core Laboratories
CLB
$656M
$7.25M ﹤0.01%
431,653
+19,138
UWMC icon
2927
UWM Holdings
UWMC
$1.11B
$7.24M ﹤0.01%
2,000,713
-1,346,587
XPEL icon
2928
XPEL
XPEL
$1.36B
$7.23M ﹤0.01%
163,289
+42,748
BLCO icon
2929
Bausch + Lomb
BLCO
$5.7B
$7.21M ﹤0.01%
453,179
+4,270
FEOE
2930
First Eagle Overseas Equity ETF
FEOE
$1.15B
$7.2M ﹤0.01%
142,769
+142,098
UTWO icon
2931
US Treasury 2 Year Note ETF
UTWO
$443M
$7.2M ﹤0.01%
149,161
-35,239
EPAC icon
2932
Enerpac Tool Group
EPAC
$1.81B
$7.2M ﹤0.01%
197,448
+20,364
IYZ icon
2933
iShares US Telecommunications ETF
IYZ
$971M
$7.2M ﹤0.01%
183,066
-41,916
ETV
2934
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$7.19M ﹤0.01%
525,837
+19,174
ETY icon
2935
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.39B
$7.19M ﹤0.01%
521,091
-18,779
ZBIO
2936
Zenas BioPharma
ZBIO
$1.29B
$7.18M ﹤0.01%
367,405
+297,910
IIM icon
2937
Invesco Value Municipal Income Trust
IIM
$569M
$7.16M ﹤0.01%
588,675
+394
MCW icon
2938
Mister Car Wash
MCW
$2.32B
$7.14M ﹤0.01%
1,024,164
+770,479
EVER icon
2939
EverQuote
EVER
$843M
$7.13M ﹤0.01%
462,608
+211,554
UNIT
2940
Uniti Group
UNIT
$2.79B
$7.13M ﹤0.01%
760,379
+64,636
ADUS icon
2941
Addus HomeCare
ADUS
$1.84B
$7.12M ﹤0.01%
76,049
+16,735
SPGM icon
2942
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.57B
$7.12M ﹤0.01%
94,053
+38,571
HMN icon
2943
Horace Mann Educators
HMN
$1.86B
$7.1M ﹤0.01%
166,357
+10,327
EQAL icon
2944
Invesco Russell 1000 Equal Weight ETF
EQAL
$797M
$7.08M ﹤0.01%
128,459
+50,914
AGRO icon
2945
Adecoagro
AGRO
$2.05B
$7.08M ﹤0.01%
471,101
+235,872
SCDL icon
2946
ETRACS 2x Leveraged US Dividend Factor TR ETN
SCDL
$15.7M
$7.07M ﹤0.01%
143,500
-1,700
NWFL icon
2947
Norwood Financial Corp
NWFL
$325M
$7.05M ﹤0.01%
239,670
+211,408
VSTS icon
2948
Vestis
VSTS
$1.22B
$7.02M ﹤0.01%
893,515
+7,531
DGS icon
2949
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.8B
$7.01M ﹤0.01%
116,627
+12,058
NSIT icon
2950
Insight Enterprises
NSIT
$2.17B
$7M ﹤0.01%
104,431
+50,391
116 117
118
119 120