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
AVTR icon
326
Avantor
AVTR
$9.97B
$271M 0.05%
16,731,091
+11,609,450
MUB icon
327
iShares National Muni Bond ETF
MUB
$40.2B
$271M 0.05%
2,570,205
-57,857
KKR icon
328
KKR & Co
KKR
$107B
$271M 0.05%
2,341,013
+390,862
FDX icon
329
FedEx
FDX
$55.9B
$270M 0.05%
1,109,603
+95,242
TTWO icon
330
Take-Two Interactive
TTWO
$48.1B
$269M 0.05%
1,299,615
+135,389
ENB icon
331
Enbridge
ENB
$103B
$269M 0.05%
6,066,936
+806,086
MAR icon
332
Marriott International
MAR
$71.3B
$268M 0.05%
1,125,015
+149,781
FLUT icon
333
Flutter Entertainment
FLUT
$43.9B
$267M 0.05%
1,206,985
+428,177
BSV icon
334
Vanguard Short-Term Bond ETF
BSV
$39B
$266M 0.05%
3,401,862
+30,683
IWP icon
335
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$266M 0.05%
2,265,787
-40,676
SPDW icon
336
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$265M 0.05%
7,282,203
+2,234
GDXJ icon
337
VanEck Junior Gold Miners ETF
GDXJ
$9.31B
$264M 0.05%
4,619,324
+1,099,084
O icon
338
Realty Income
O
$54.6B
$264M 0.05%
4,550,146
+285,355
IYW icon
339
iShares US Technology ETF
IYW
$22.1B
$263M 0.05%
1,870,638
-81,667
CDNS icon
340
Cadence Design Systems
CDNS
$88.6B
$261M 0.05%
1,025,865
+52,157
DOW icon
341
Dow Inc
DOW
$15.5B
$261M 0.05%
7,460,468
-651,661
VTEB icon
342
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
$259M 0.05%
5,227,304
-121,845
VLO icon
343
Valero Energy
VLO
$49.9B
$259M 0.05%
1,957,949
+322,195
OTIS icon
344
Otis Worldwide
OTIS
$35.7B
$257M 0.05%
2,494,571
-308,159
FDN icon
345
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.61B
$256M 0.05%
1,152,401
-422,041
VRT icon
346
Vertiv
VRT
$67.5B
$253M 0.05%
3,499,778
+436,003
ADM icon
347
Archer Daniels Midland
ADM
$30.5B
$252M 0.05%
5,258,682
+2,094,310
ED icon
348
Consolidated Edison
ED
$36.9B
$251M 0.05%
2,265,450
+77,382
IJJ icon
349
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.93B
$251M 0.05%
2,092,372
-61,994
ADSK icon
350
Autodesk
ADSK
$64.8B
$248M 0.05%
947,385
-4,747
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14
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