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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
PNC icon
301
PNC Financial Services
PNC
$92.6B
$363M 0.06%
1,743,133
+414,432
DUK icon
302
Duke Energy
DUK
$97.7B
$360M 0.06%
2,747,466
-529,740
FXI icon
303
iShares China Large-Cap ETF
FXI
$5.34B
$360M 0.06%
10,020,807
-9,193,911
SU icon
304
Suncor Energy
SU
$70.4B
$360M 0.06%
5,441,421
+2,927,019
KVUE icon
305
Kenvue
KVUE
$35B
$358M 0.06%
20,763,700
-20,988,272
GIS icon
306
General Mills
GIS
$18.3B
$356M 0.06%
9,563,283
+3,404,494
CIBR icon
307
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.2B
$356M 0.06%
5,677,864
+75,403
IEI icon
308
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$354M 0.06%
2,985,127
+713,363
IWP icon
309
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$353M 0.06%
2,751,384
+383,464
FLS icon
310
Flowserve
FLS
$10.2B
$353M 0.06%
4,795,339
+1,204,431
DASH icon
311
DoorDash
DASH
$73.2B
$352M 0.06%
2,343,836
+93,718
CWAN icon
312
Clearwater Analytics
CWAN
$7.21B
$348M 0.06%
14,735,354
+9,515,458
SPYV icon
313
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.4B
$348M 0.06%
6,155,621
-338,773
JAAA icon
314
Janus Henderson AAA CLO ETF
JAAA
$28.1B
$345M 0.06%
6,848,479
+288,229
URI icon
315
United Rentals
URI
$67.9B
$344M 0.06%
471,764
-25,758
BKLN icon
316
Invesco Senior Loan ETF
BKLN
$7.13B
$343M 0.06%
16,817,529
+6,598,489
ECL icon
317
Ecolab
ECL
$75.6B
$339M 0.06%
1,272,769
-168,007
WDAY icon
318
Workday
WDAY
$32B
$338M 0.06%
2,605,059
+310,660
SPTL icon
319
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.3B
$338M 0.06%
12,839,418
+11,761,480
ZTS icon
320
Zoetis
ZTS
$33.5B
$331M 0.06%
2,799,543
-27,775
CCI icon
321
Crown Castle
CCI
$38.7B
$331M 0.06%
4,068,432
+713,684
TER icon
322
Teradyne
TER
$67.7B
$329M 0.06%
1,109,977
-205,010
VHT icon
323
Vanguard Health Care ETF
VHT
$16.9B
$328M 0.06%
1,202,841
-186,124
EWJ icon
324
iShares MSCI Japan ETF
EWJ
$22.1B
$327M 0.06%
3,873,720
+1,992,634
MINT icon
325
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$327M 0.06%
3,252,382
+489,170
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