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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
IEF icon
276
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$399M 0.07%
4,175,729
+4,265
SHY icon
277
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$398M 0.07%
4,824,310
-96,499
FDX icon
278
FedEx
FDX
$80.8B
$398M 0.07%
1,117,751
-49,416
MDY icon
279
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$395M 0.07%
640,509
+32,057
TGT icon
280
Target
TGT
$60.5B
$395M 0.07%
3,257,036
+332,393
SO icon
281
Southern Company
SO
$106B
$393M 0.07%
4,076,352
-444,788
SE icon
282
Sea Limited
SE
$53.1B
$393M 0.07%
4,749,758
-403,436
CL icon
283
Colgate-Palmolive
CL
$72.5B
$393M 0.07%
4,614,605
+63,913
YUM icon
284
Yum! Brands
YUM
$42.6B
$390M 0.07%
2,507,885
+502,951
MAR icon
285
Marriott International
MAR
$106B
$385M 0.07%
1,177,197
-163,648
HOLX
286
DELISTED
Hologic
HOLX
$385M 0.07%
5,089,745
+1,950,084
JEPI icon
287
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
$384M 0.07%
6,769,549
-406,088
CORZ icon
288
Core Scientific
CORZ
$8.97B
$382M 0.07%
25,533,940
+5,716,683
SOXX icon
289
iShares Semiconductor ETF
SOXX
$45.6B
$382M 0.07%
1,162,182
-277,301
MGK icon
290
Vanguard Mega Cap Growth ETF
MGK
$34B
$381M 0.07%
5,188,645
-311,460
AXON icon
291
Axon Enterprise
AXON
$35.7B
$381M 0.07%
897,169
+365,442
ITA icon
292
iShares US Aerospace & Defense ETF
ITA
$14B
$378M 0.07%
1,729,564
+1,085,446
FAST icon
293
Fastenal
FAST
$52.9B
$378M 0.07%
8,138,605
+605,723
RDVY icon
294
First Trust Rising Dividend Achievers ETF
RDVY
$23.7B
$378M 0.07%
5,529,230
-465,275
ASTS icon
295
AST SpaceMobile
ASTS
$26.2B
$377M 0.07%
4,543,334
+1,093,623
VGSH icon
296
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$374M 0.07%
6,384,245
+3,868,882
KMB icon
297
Kimberly-Clark
KMB
$34.2B
$371M 0.07%
3,846,142
+990,163
MSI icon
298
Motorola Solutions
MSI
$68.3B
$367M 0.07%
844,667
+11,203
BNY
299
Bank of New York Mellon
BNY
$97.8B
$365M 0.06%
3,078,905
-240,736
SPYG icon
300
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.2B
$365M 0.06%
3,727,164
+128,757
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