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
$478B
AUM Growth
+$26.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,742
New
Increased
Reduced
Closed

Top Buys

1
+$766M
2
+$470M
3
+$467M
4
ACN icon
Accenture
ACN
+$413M
5
KVUE icon
Kenvue
KVUE
+$385M

Top Sells

1
+$1.56B
2
+$1.35B
3
+$1.06B
4
NVDA icon
NVIDIA
NVDA
+$827M
5
HPE icon
Hewlett Packard
HPE
+$721M

Sector Composition

1 Technology 22.13%
2 Financials 11.57%
3 Industrials 8.2%
4 Consumer Discretionary 8.18%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
426
D.R. Horton
DHI
$42.2B
$210M 0.04%
1,626,755
+14,507
HYG icon
427
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$209M 0.04%
2,591,313
-1,948,537
CARR icon
428
Carrier Global
CARR
$46.5B
$208M 0.04%
2,847,870
-1,510,459
GDXJ icon
429
VanEck Junior Gold Miners ETF
GDXJ
$8.24B
$208M 0.04%
3,082,017
-1,537,307
BIDU icon
430
Baidu
BIDU
$41.5B
$206M 0.04%
2,404,609
-48,377
STZ icon
431
Constellation Brands
STZ
$22.6B
$205M 0.04%
1,262,863
+489,575
JEPQ icon
432
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.8B
$205M 0.04%
3,767,295
+97,449
IGIB icon
433
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$205M 0.04%
3,843,880
+89,691
DGRW icon
434
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$204M 0.04%
2,436,892
+79,315
SMCI icon
435
Super Micro Computer
SMCI
$20.9B
$203M 0.04%
4,141,251
-2,305,625
LYV icon
436
Live Nation Entertainment
LYV
$31.8B
$201M 0.03%
1,331,614
+15,503
GSK icon
437
GSK
GSK
$96.7B
$201M 0.03%
5,238,287
-2,633,768
GLDM icon
438
SPDR Gold MiniShares Trust
GLDM
$22.6B
$200M 0.03%
3,056,738
-43,934
IDXX icon
439
Idexx Laboratories
IDXX
$56B
$200M 0.03%
373,011
-3,532
CBRE icon
440
CBRE Group
CBRE
$45.6B
$200M 0.03%
1,427,086
+119,665
MLM icon
441
Martin Marietta Materials
MLM
$36.3B
$200M 0.03%
363,905
-63,601
NOBL icon
442
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$199M 0.03%
1,974,321
-5,328
DG icon
443
Dollar General
DG
$22.9B
$199M 0.03%
1,736,346
+478,712
HII icon
444
Huntington Ingalls Industries
HII
$12.3B
$198M 0.03%
818,409
+309,197
AIG icon
445
American International
AIG
$42.3B
$197M 0.03%
2,300,112
-151,462
FTSM icon
446
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
$196M 0.03%
3,279,956
-75,884
FDN icon
447
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.37B
$195M 0.03%
722,593
-429,808
DAL icon
448
Delta Air Lines
DAL
$39.1B
$194M 0.03%
3,952,977
-286,855
XOP icon
449
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.88B
$194M 0.03%
1,538,586
+102,078
PCAR icon
450
PACCAR
PCAR
$50.7B
$193M 0.03%
2,026,615
-2,594,786
16 17
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