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
$478B
AUM Growth
+$26.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,742
New
Increased
Reduced
Closed

Top Buys

1
+$766M
2
+$470M
3
+$467M
4
ACN icon
Accenture
ACN
+$413M
5
KVUE icon
Kenvue
KVUE
+$385M

Top Sells

1
+$1.56B
2
+$1.35B
3
+$1.06B
4
NVDA icon
NVIDIA
NVDA
+$827M
5
HPE icon
Hewlett Packard
HPE
+$721M

Sector Composition

1 Technology 22.13%
2 Financials 11.57%
3 Industrials 8.2%
4 Consumer Discretionary 8.18%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RIVN icon
351
Rivian
RIVN
$16.3B
$261M 0.05%
19,016,860
-10,135,326
HSY icon
352
Hershey
HSY
$38.4B
$261M 0.05%
1,573,813
+236,927
IEI icon
353
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$261M 0.05%
2,191,498
+485,955
JBL icon
354
Jabil
JBL
$22.2B
$261M 0.05%
1,196,020
-342,205
XLP icon
355
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$261M 0.05%
3,217,340
-911,668
IGV icon
356
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
$259M 0.04%
2,369,230
-345,719
FIS icon
357
Fidelity National Information Services
FIS
$35.4B
$259M 0.04%
3,186,073
+706,626
NET icon
358
Cloudflare
NET
$75.8B
$259M 0.04%
1,323,300
+316,070
MAR icon
359
Marriott International
MAR
$72.7B
$257M 0.04%
940,752
-184,263
VXUS icon
360
Vanguard Total International Stock ETF
VXUS
$107B
$257M 0.04%
3,719,386
+52,575
ALL icon
361
Allstate
ALL
$55.2B
$256M 0.04%
1,274,063
-143,965
PNC icon
362
PNC Financial Services
PNC
$74.4B
$256M 0.04%
1,372,367
-737,825
ENB icon
363
Enbridge
ENB
$104B
$255M 0.04%
5,626,383
-440,553
ES icon
364
Eversource Energy
ES
$26.2B
$253M 0.04%
3,984,309
+512,154
IJJ icon
365
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.98B
$253M 0.04%
2,043,734
-48,638
AEP icon
366
American Electric Power
AEP
$63.4B
$251M 0.04%
2,418,151
-1,114,195
ANSS
367
DELISTED
Ansys
ANSS
$251M 0.04%
714,026
-440,134
MSI icon
368
Motorola Solutions
MSI
$76.7B
$246M 0.04%
584,950
-130,330
GWW icon
369
W.W. Grainger
GWW
$45.9B
$245M 0.04%
235,236
-278
LMBS icon
370
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.41B
$245M 0.04%
4,963,965
+834,501
TWLO icon
371
Twilio
TWLO
$16.6B
$244M 0.04%
1,965,741
+1,237,279
IGSB icon
372
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$243M 0.04%
4,606,248
+76,082
MINT icon
373
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$242M 0.04%
2,408,957
+283,008
MSCI icon
374
MSCI
MSCI
$42.8B
$242M 0.04%
419,731
-61,898
ETR icon
375
Entergy
ETR
$43.1B
$241M 0.04%
2,900,808
-570,861
13 14
15
16 17