UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

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
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$679M
3
+$574M
4
MDT icon
Medtronic
MDT
+$523M
5
WDAY icon
Workday
WDAY
+$518M

Top Sells

1
+$1.62B
2
+$1.44B
3
+$1.1B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$835M
5
CVX icon
Chevron
CVX
+$690M

Sector Composition

1 Technology 22.22%
2 Financials 11.4%
3 Industrials 8.29%
4 Consumer Discretionary 8.03%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDVY icon
376
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.6B
$257M 0.04%
6,746,792
+344,834
PCAR icon
377
PACCAR
PCAR
$58.6B
$256M 0.04%
2,608,601
+581,986
IYR icon
378
iShares US Real Estate ETF
IYR
$4.32B
$255M 0.04%
2,629,235
+874,441
GLDM icon
379
SPDR Gold MiniShares Trust
GLDM
$25.4B
$253M 0.04%
3,315,804
+259,066
CG icon
380
Carlyle Group
CG
$21B
$253M 0.04%
4,037,257
+407,493
EWZ icon
381
iShares MSCI Brazil ETF
EWZ
$6.61B
$253M 0.04%
8,157,639
-5,900,152
MINT icon
382
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$253M 0.04%
2,508,580
+99,623
KMB icon
383
Kimberly-Clark
KMB
$34.2B
$252M 0.04%
2,027,327
-338,840
PSKY
384
Paramount Skydance Corp
PSKY
$15.2B
$251M 0.04%
+13,287,677
IEI icon
385
iShares 3-7 Year Treasury Bond ETF
IEI
$17.4B
$251M 0.04%
2,100,257
-91,241
CMI icon
386
Cummins
CMI
$70.4B
$250M 0.04%
592,817
-293,837
CI icon
387
Cigna
CI
$73.4B
$250M 0.04%
868,236
+44,907
STLA icon
388
Stellantis
STLA
$34B
$250M 0.04%
26,756,152
-3,556,514
ACGL icon
389
Arch Capital
ACGL
$34.1B
$248M 0.04%
2,738,518
+987,398
VRSK icon
390
Verisk Analytics
VRSK
$30.3B
$248M 0.04%
987,011
+526,508
TTWO icon
391
Take-Two Interactive
TTWO
$44.6B
$247M 0.04%
954,275
-175,546
FDN icon
392
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.83B
$246M 0.04%
879,200
+156,607
IGSB icon
393
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$246M 0.04%
4,635,582
+29,334
VONV icon
394
Vanguard Russell 1000 Value ETF
VONV
$14.4B
$246M 0.04%
2,750,558
+48,051
VTR icon
395
Ventas
VTR
$36.6B
$246M 0.04%
3,507,841
+2,060,770
SMCI icon
396
Super Micro Computer
SMCI
$19.3B
$245M 0.04%
5,111,767
+970,516
VOE icon
397
Vanguard Mid-Cap Value ETF
VOE
$20B
$244M 0.04%
1,399,135
-57,251
ALL icon
398
Allstate
ALL
$54.2B
$244M 0.04%
1,137,910
-136,153
SDY icon
399
State Street SPDR S&P Dividend ETF
SDY
$20.2B
$243M 0.04%
1,732,685
+165,053
XEL icon
400
Xcel Energy
XEL
$44.5B
$242M 0.04%
2,996,446
+592,350
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