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
10,289
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 20.06%
2 Financials 9.93%
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
VMBS icon
426
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$248M 0.04%
5,284,755
+3,807,648
SDVY icon
427
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
$248M 0.04%
6,289,010
-652,155
STX icon
428
Seagate
STX
$175B
$248M 0.04%
632,683
+75,350
UAL icon
429
United Airlines
UAL
$32.3B
$247M 0.04%
2,678,956
-187,614
HEI icon
430
HEICO Corp
HEI
$40.8B
$247M 0.04%
899,230
+4,533
COO icon
431
Cooper Companies
COO
$11.7B
$246M 0.04%
3,435,218
+1,674,688
SCHX icon
432
Schwab US Large- Cap ETF
SCHX
$69.9B
$245M 0.04%
9,547,873
+8,311,474
ACWX icon
433
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$244M 0.04%
3,570,520
+809,002
SDY icon
434
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$244M 0.04%
1,674,106
-39,506
CTRA
435
DELISTED
Coterra Energy
CTRA
$244M 0.04%
6,940,300
+2,466,841
HPQ icon
436
HP
HPQ
$20.7B
$243M 0.04%
12,658,848
+5,627,986
DGRW icon
437
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$243M 0.04%
2,766,363
+87,790
COR icon
438
Cencora
COR
$50.8B
$243M 0.04%
773,007
-349,703
FTV icon
439
Fortive
FTV
$18.4B
$243M 0.04%
4,390,233
-2,473,418
CTVA icon
440
Corteva
CTVA
$54.3B
$243M 0.04%
2,898,418
+873,278
CI icon
441
Cigna
CI
$76.2B
$242M 0.04%
907,827
+59,767
O icon
442
Realty Income
O
$57.7B
$242M 0.04%
3,956,626
-2,017,323
TDY icon
443
Teledyne Technologies
TDY
$28.8B
$242M 0.04%
399,379
+232,509
ADSK icon
444
Autodesk
ADSK
$51.6B
$242M 0.04%
1,009,002
+540,669
ROST icon
445
Ross Stores
ROST
$72.7B
$241M 0.04%
1,113,463
-118,100
ALGN icon
446
Align Technology
ALGN
$12.1B
$241M 0.04%
1,405,155
+1,160,032
EFV icon
447
iShares MSCI EAFE Value ETF
EFV
$30.1B
$241M 0.04%
3,235,923
+289,371
BRK.A icon
448
Berkshire Hathaway Class A
BRK.A
$1.03T
$241M 0.04%
335
-141
ICSH icon
449
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.26B
$238M 0.04%
4,701,226
+678,776
FSLR icon
450
First Solar
FSLR
$23.6B
$238M 0.04%
1,205,818
+18,026
16 17
18
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