UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505B
AUM Growth
-$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,065
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$745M
3
+$725M
4
TTE icon
TotalEnergies
TTE
+$639M
5
WMT icon
Walmart Inc
WMT
+$585M

Top Sells

1
+$1.87B
2
+$1.41B
3
+$1.16B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03B
5
LUV icon
Southwest Airlines
LUV
+$727M

Sector Composition

1 Technology 21.41%
2 Financials 11.64%
3 Healthcare 8.16%
4 Industrials 8.07%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNG icon
426
Cheniere Energy
LNG
$60.4B
$220M 0.04%
1,131,619
-441,120
VBK icon
427
Vanguard Small-Cap Growth ETF
VBK
$20.3B
$220M 0.04%
726,877
-41,568
WAB icon
428
Wabtec
WAB
$41.2B
$219M 0.04%
1,026,230
-7,074
TD icon
429
Toronto Dominion Bank
TD
$156B
$219M 0.04%
2,323,156
-1,643,735
RMD icon
430
ResMed
RMD
$33.2B
$218M 0.04%
906,415
+32,885
VT icon
431
Vanguard Total World Stock ETF
VT
$61.6B
$218M 0.04%
1,546,824
-43,454
FISV
432
Fiserv Inc
FISV
$30.9B
$218M 0.04%
3,246,834
-1,052,168
CRWV
433
CoreWeave Inc
CRWV
$43.1B
$218M 0.04%
3,039,984
+1,439,174
D icon
434
Dominion Energy
D
$52.6B
$217M 0.04%
3,710,478
+5,909
KKR icon
435
KKR & Co
KKR
$81B
$217M 0.04%
1,704,719
-442,752
MDB icon
436
MongoDB
MDB
$22B
$217M 0.04%
517,742
+112,199
SMCI icon
437
Super Micro Computer
SMCI
$13B
$217M 0.04%
7,410,629
+2,298,862
MTB icon
438
M&T Bank
MTB
$29.8B
$215M 0.04%
1,066,750
+31,854
BKLN icon
439
Invesco Senior Loan ETF
BKLN
$5.88B
$215M 0.04%
10,219,040
+1,996,729
PRU icon
440
Prudential Financial
PRU
$32.8B
$214M 0.04%
1,896,224
+1,177
SNA icon
441
Snap-on
SNA
$18.9B
$213M 0.04%
617,620
+144,926
MCO icon
442
Moody's
MCO
$78.5B
$212M 0.04%
414,028
-161,128
IJK icon
443
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.74B
$211M 0.04%
2,179,822
+30,546
IGIB icon
444
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.8B
$211M 0.04%
3,909,329
+129,061
EFV icon
445
iShares MSCI EAFE Value ETF
EFV
$28.4B
$210M 0.04%
2,946,552
+1,797
USIG icon
446
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.4B
$210M 0.04%
4,048,359
+86,972
VICI icon
447
VICI Properties
VICI
$28.9B
$209M 0.04%
7,448,355
-2,207,756
REGN icon
448
Regeneron Pharmaceuticals
REGN
$77.9B
$209M 0.04%
271,158
-68,331
DFAE icon
449
Dimensional Emerging Core Equity Market ETF
DFAE
$8.06B
$209M 0.04%
6,420,967
-28,702
LYV icon
450
Live Nation Entertainment
LYV
$35.6B
$208M 0.04%
1,460,062
+120,521
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