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
IT icon
426
Gartner
IT
$16.9B
$228M 0.04%
868,929
+203,540
D icon
427
Dominion Energy
D
$50.7B
$227M 0.04%
3,704,569
-181,343
DGRW icon
428
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$226M 0.04%
2,539,650
+102,758
IDXX icon
429
Idexx Laboratories
IDXX
$56.2B
$224M 0.04%
350,893
-22,118
COR icon
430
Cencora
COR
$67.1B
$224M 0.04%
715,318
-10,049
ALNY icon
431
Alnylam Pharmaceuticals
ALNY
$52.5B
$223M 0.03%
488,204
-55,282
STX icon
432
Seagate
STX
$62.7B
$223M 0.03%
942,889
-104,314
MARA icon
433
Marathon Digital Holdings
MARA
$4.36B
$221M 0.03%
12,098,686
+6,172,110
FLS icon
434
Flowserve
FLS
$9.09B
$220M 0.03%
4,146,917
+1,676,284
RBLX icon
435
Roblox
RBLX
$62.1B
$220M 0.03%
1,590,321
-1,117,253
NIO icon
436
NIO
NIO
$12.7B
$219M 0.03%
28,777,768
-41,369,739
VT icon
437
Vanguard Total World Stock ETF
VT
$58.6B
$219M 0.03%
1,590,278
-117,715
EXPE icon
438
Expedia Group
EXPE
$33.6B
$219M 0.03%
1,024,979
+184,294
CRWV
439
CoreWeave Inc
CRWV
$39.2B
$219M 0.03%
1,600,810
-60,550
PSA icon
440
Public Storage
PSA
$48.2B
$219M 0.03%
758,423
+321,388
LYV icon
441
Live Nation Entertainment
LYV
$33.2B
$219M 0.03%
1,339,541
+7,927
CGGR icon
442
Capital Group Growth ETF
CGGR
$18.4B
$218M 0.03%
4,952,682
+891,354
HALO icon
443
Halozyme
HALO
$7.32B
$216M 0.03%
2,945,751
+1,421,364
CTSH icon
444
Cognizant
CTSH
$40.5B
$216M 0.03%
3,220,788
-260,723
OXY icon
445
Occidental Petroleum
OXY
$40.5B
$215M 0.03%
4,557,168
-3,113,439
CNP icon
446
CenterPoint Energy
CNP
$24.7B
$215M 0.03%
5,532,014
+2,554,111
WSM icon
447
Williams-Sonoma
WSM
$22.4B
$214M 0.03%
1,094,336
+263,027
GPN icon
448
Global Payments
GPN
$19.4B
$213M 0.03%
2,563,717
+1,034,901
SGI
449
Somnigroup International
SGI
$19.7B
$213M 0.03%
2,523,390
+148,988
BDX icon
450
Becton Dickinson
BDX
$57.3B
$213M 0.03%
1,136,673
+446,676
16 17
18
19 20