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
9,743
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 22.12%
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
USIG icon
451
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.6B
$192M 0.03%
3,740,904
-2,665,974
GM icon
452
General Motors
GM
$77.4B
$192M 0.03%
3,910,173
-259,738
IPG
453
DELISTED
Interpublic Group of Companies
IPG
$192M 0.03%
7,854,808
+1,389,784
HBAN icon
454
Huntington Bancshares
HBAN
$27.7B
$192M 0.03%
11,464,212
-2,772,054
WRB icon
455
W.R. Berkley
WRB
$26.9B
$192M 0.03%
2,614,241
+4,571
DRI icon
456
Darden Restaurants
DRI
$21.7B
$191M 0.03%
877,801
+10,839
DTE icon
457
DTE Energy
DTE
$26.9B
$191M 0.03%
1,443,377
+383,416
PAA icon
458
Plains All American Pipeline
PAA
$12.5B
$191M 0.03%
10,405,116
+2,241,021
ED icon
459
Consolidated Edison
ED
$35.9B
$191M 0.03%
1,898,366
-367,084
AME icon
460
Ametek
AME
$48B
$190M 0.03%
1,051,234
-276,619
IUSG icon
461
iShares Core S&P US Growth ETF
IUSG
$26.5B
$190M 0.03%
1,262,661
-7,787
MTUM icon
462
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
$190M 0.03%
788,870
+7,802
PEG icon
463
Public Service Enterprise Group
PEG
$40.3B
$189M 0.03%
2,242,532
+344,579
SPG icon
464
Simon Property Group
SPG
$61.3B
$187M 0.03%
1,162,795
-58,167
CG icon
465
Carlyle Group
CG
$21.7B
$187M 0.03%
3,629,764
-1,140,192
IJK icon
466
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.26B
$186M 0.03%
2,048,251
-31,029
IBB icon
467
iShares Biotechnology ETF
IBB
$8.56B
$186M 0.03%
1,467,367
+52,237
EFV icon
468
iShares MSCI EAFE Value ETF
EFV
$27.7B
$186M 0.03%
2,922,647
+71,279
ARES icon
469
Ares Management
ARES
$37.2B
$185M 0.03%
1,070,704
+137,508
DOW icon
470
Dow Inc
DOW
$16.6B
$185M 0.03%
6,986,597
-473,871
IRM icon
471
Iron Mountain
IRM
$24.4B
$185M 0.03%
1,800,227
+654,941
DVN icon
472
Devon Energy
DVN
$22.7B
$184M 0.03%
5,793,357
-564,431
FYBR icon
473
Frontier Communications
FYBR
$9.54B
$184M 0.03%
5,061,380
+830,939
DOV icon
474
Dover
DOV
$27.3B
$184M 0.03%
1,003,554
+217,569
VEEV icon
475
Veeva Systems
VEEV
$37B
$184M 0.03%
637,816
-35,005
17 18
19
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