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
PEG icon
526
Public Service Enterprise Group
PEG
$42.3B
$156M 0.03%
1,897,953
-496,507
MTCH icon
527
Match Group
MTCH
$7.8B
$156M 0.03%
4,997,127
-1,886,812
VDE icon
528
Vanguard Energy ETF
VDE
$7.04B
$156M 0.03%
1,201,763
-163,474
VEEV icon
529
Veeva Systems
VEEV
$46.5B
$156M 0.03%
672,821
+270,015
BRO icon
530
Brown & Brown
BRO
$29B
$155M 0.03%
1,244,253
-152,856
GDDY icon
531
GoDaddy
GDDY
$17.8B
$155M 0.03%
857,948
+73,082
XPEV icon
532
XPeng
XPEV
$20.2B
$154M 0.03%
7,423,836
-1,959,632
IXUS icon
533
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$154M 0.03%
2,203,429
+43,170
MKL icon
534
Markel Group
MKL
$23.9B
$153M 0.03%
82,079
-28,977
FTAI icon
535
FTAI Aviation
FTAI
$17.1B
$153M 0.03%
1,375,255
+541,529
VLTO icon
536
Veralto
VLTO
$25.5B
$152M 0.03%
1,563,373
+221,039
ASX icon
537
ASE Group
ASX
$27.7B
$152M 0.03%
17,367,016
+3,282,448
FYBR icon
538
Frontier Communications
FYBR
$9.39B
$152M 0.03%
4,230,441
+3,884,972
SWK icon
539
Stanley Black & Decker
SWK
$10.5B
$151M 0.03%
1,961,640
-72,062
SJM icon
540
J.M. Smucker
SJM
$11.2B
$151M 0.03%
1,271,729
+348,200
DVY icon
541
iShares Select Dividend ETF
DVY
$20.6B
$151M 0.03%
1,121,217
+8,861
ACM icon
542
Aecom
ACM
$17.3B
$150M 0.03%
1,620,674
+617,833
FOX icon
543
Fox Class B
FOX
$23.1B
$150M 0.03%
2,847,872
-522,917
IT icon
544
Gartner
IT
$17.9B
$150M 0.03%
356,587
+143,231
IUSV icon
545
iShares Core S&P US Value ETF
IUSV
$22.4B
$149M 0.03%
1,619,517
-22,667
FIXD icon
546
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.4B
$149M 0.03%
3,397,423
+99,289
CINF icon
547
Cincinnati Financial
CINF
$23.9B
$149M 0.03%
1,007,076
+211,342
EFX icon
548
Equifax
EFX
$28B
$148M 0.03%
609,282
+147,648
HLN icon
549
Haleon
HLN
$42.2B
$148M 0.03%
14,360,899
+7,632,013
VNQ icon
550
Vanguard Real Estate ETF
VNQ
$34.1B
$147M 0.03%
1,624,503
-272,541