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
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,609
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$585M
3
+$582M
4
HPE icon
Hewlett Packard
HPE
+$514M
5
LUV icon
Southwest Airlines
LUV
+$510M

Top Sells

1
+$660M
2
+$549M
3
+$513M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$480M
5
BA icon
Boeing
BA
+$458M

Sector Composition

1 Technology 19.9%
2 Financials 12.02%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPN icon
426
Global Payments
GPN
$20.7B
$193M 0.04%
1,973,218
-296,456
CLX icon
427
Clorox
CLX
$14.6B
$193M 0.04%
1,309,982
+336,575
TEAM icon
428
Atlassian
TEAM
$40B
$192M 0.04%
905,503
+595,970
CCEP icon
429
Coca-Cola Europacific Partners
CCEP
$41B
$192M 0.04%
2,207,914
+492,169
GLDM icon
430
SPDR Gold MiniShares Trust
GLDM
$23B
$192M 0.04%
3,100,672
-461,846
FSLR icon
431
First Solar
FSLR
$24.9B
$192M 0.04%
1,516,205
+414,853
MKC icon
432
McCormick & Company Non-Voting
MKC
$18.1B
$191M 0.04%
2,320,710
+182,041
DLR icon
433
Digital Realty Trust
DLR
$58.9B
$190M 0.03%
1,326,784
-62,982
JEPQ icon
434
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.6B
$190M 0.03%
3,669,846
-29,805
NVS icon
435
Novartis
NVS
$254B
$190M 0.03%
1,703,702
+6,191
SHEL icon
436
Shell
SHEL
$209B
$190M 0.03%
2,590,001
-803,393
ENTG icon
437
Entegris
ENTG
$13.8B
$189M 0.03%
2,165,680
+724,115
XOP icon
438
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.76B
$189M 0.03%
1,436,508
+309,738
BSCQ icon
439
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
$189M 0.03%
9,705,344
-558,156
ACGL icon
440
Arch Capital
ACGL
$32.3B
$189M 0.03%
1,961,645
+296,389
APTV icon
441
Aptiv
APTV
$18B
$189M 0.03%
3,169,588
-1,233,555
DGRW icon
442
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$188M 0.03%
2,357,577
-3,721
PINS icon
443
Pinterest
PINS
$22B
$188M 0.03%
6,067,458
+687,643
VT icon
444
Vanguard Total World Stock ETF
VT
$54.2B
$188M 0.03%
1,620,397
-306,611
SOXX icon
445
iShares Semiconductor ETF
SOXX
$15.7B
$187M 0.03%
996,109
-384,587
EDU icon
446
New Oriental
EDU
$9.04B
$186M 0.03%
3,888,647
+1,553,977
WRB icon
447
W.R. Berkley
WRB
$28.1B
$186M 0.03%
2,609,670
+904,706
AWK icon
448
American Water Works
AWK
$28.1B
$186M 0.03%
1,258,612
+9,589
FE icon
449
FirstEnergy
FE
$27.1B
$186M 0.03%
4,590,899
+1,281,700
EWZ icon
450
iShares MSCI Brazil ETF
EWZ
$5.49B
$185M 0.03%
7,174,949
-161,281
16 17
18
19 20