UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564B
AUM Growth
+$58.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,289
New
Increased
Reduced
Closed

Top Buys

1
+$4.47B
2
+$2.93B
3
+$2.75B
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$2.69B
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.33B

Top Sells

1
+$1.44B
2
+$919M
3
+$851M
4
HON icon
Honeywell
HON
+$606M
5
MRK icon
Merck
MRK
+$605M

Sector Composition

1 Technology 20.06%
2 Financials 9.93%
3 Industrials 8.38%
4 Healthcare 7.46%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOBL icon
551
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$186M 0.03%
1,755,257
-32,768
ACGL icon
552
Arch Capital
ACGL
$32.8B
$185M 0.03%
1,926,310
+323,898
PSA icon
553
Public Storage
PSA
$54.6B
$185M 0.03%
682,342
+13,725
PFF icon
554
iShares Preferred and Income Securities ETF
PFF
$14.1B
$185M 0.03%
6,095,089
+59,754
SHV icon
555
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$185M 0.03%
1,672,404
-136,997
PEN icon
556
Penumbra
PEN
$12.7B
$184M 0.03%
560,335
+409,963
USFD icon
557
US Foods
USFD
$18.6B
$184M 0.03%
1,993,669
+818,809
FTSM icon
558
First Trust Enhanced Short Maturity ETF
FTSM
$6.4B
$184M 0.03%
3,074,486
+222,262
TIP icon
559
iShares TIPS Bond ETF
TIP
$14.7B
$184M 0.03%
1,663,759
+30,665
PBR icon
560
Petrobras
PBR
$131B
$183M 0.03%
8,831,887
+4,158,429
LII icon
561
Lennox International
LII
$18.1B
$183M 0.03%
394,603
+202,835
PSKY
562
Paramount Skydance Corp
PSKY
$12.4B
$182M 0.03%
20,176,825
+6,923,591
CBOE icon
563
Cboe Global Markets
CBOE
$36.5B
$182M 0.03%
646,201
-270,661
VCLT icon
564
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.44B
$180M 0.03%
2,407,338
+1,549,641
MTSI icon
565
MACOM Technology Solutions
MTSI
$27.5B
$180M 0.03%
809,410
-100,389
MLPA icon
566
Global X MLP ETF
MLPA
$2.16B
$178M 0.03%
3,305,227
+2,257,571
BBY icon
567
Best Buy
BBY
$12.5B
$178M 0.03%
2,772,569
-1,256,910
VSEC icon
568
VSE Corp
VSEC
$5.42B
$178M 0.03%
964,497
+461,519
SHEL icon
569
Shell
SHEL
$234B
$178M 0.03%
1,911,679
+626,976
TD icon
570
Toronto Dominion Bank
TD
$179B
$177M 0.03%
1,901,313
-421,843
CAH icon
571
Cardinal Health
CAH
$43B
$177M 0.03%
839,569
-129,278
VDE icon
572
Vanguard Energy ETF
VDE
$9.91B
$177M 0.03%
1,025,115
+32,060
CTSH icon
573
Cognizant
CTSH
$24.4B
$177M 0.03%
2,891,098
-991,878
SPYM
574
State Street SPDR Portfolio S&P 500 ETF
SPYM
$141B
$177M 0.03%
2,309,952
+258,106
FE icon
575
FirstEnergy
FE
$25.6B
$177M 0.03%
3,484,609
+394,374
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