UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$643M
3
+$588M
4
MDT icon
Medtronic
MDT
+$505M
5
WDAY icon
Workday
WDAY
+$497M

Top Sells

1
+$1.51B
2
+$1.13B
3
+$976M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$803M
5
CVX icon
Chevron
CVX
+$688M

Sector Composition

1 Technology 22.2%
2 Financials 11.45%
3 Industrials 8.29%
4 Consumer Discretionary 8.01%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IXUS icon
551
iShares Core MSCI Total International Stock ETF
IXUS
$50.7B
$171M 0.03%
2,074,927
-51,250
HDV
552
iShares Core High Dividend ETF
HDV
$14.4B
$171M 0.03%
1,398,225
-21,145
ALB icon
553
Albemarle
ALB
$18.5B
$171M 0.03%
2,110,077
-272,685
FPEI icon
554
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.91B
$171M 0.03%
8,827,172
+204,869
NCLH icon
555
Norwegian Cruise Line
NCLH
$8.63B
$169M 0.03%
6,879,509
+3,953,480
SPYM
556
State Street SPDR Portfolio S&P 500 ETF
SPYM
$112B
$169M 0.03%
2,157,454
+102,311
MBB icon
557
iShares MBS ETF
MBB
$38.5B
$168M 0.03%
1,768,740
+52,554
SATS icon
558
EchoStar
SATS
$31.7B
$168M 0.03%
2,200,749
+579,501
PFG icon
559
Principal Financial Group
PFG
$18.4B
$168M 0.03%
2,023,880
+776,997
RF icon
560
Regions Financial
RF
$21.9B
$168M 0.03%
6,358,556
+466,007
EXPD icon
561
Expeditors International
EXPD
$19.5B
$168M 0.03%
1,367,737
-134,243
TSLL icon
562
Direxion Shares ETF Trust Direxion Daily TSLA Bull 2X ETF
TSLL
$4.36B
$167M 0.03%
7,933,334
+654,265
CLX icon
563
Clorox
CLX
$12.8B
$167M 0.03%
1,357,388
-441,903
VEEV icon
564
Veeva Systems
VEEV
$30.3B
$166M 0.03%
557,718
-80,098
W icon
565
Wayfair
W
$9.46B
$166M 0.03%
1,857,953
+982,751
ZS icon
566
Zscaler
ZS
$24.4B
$166M 0.03%
553,373
-1,236,962
HOLX icon
567
Hologic
HOLX
$16.8B
$166M 0.03%
2,455,024
+1,111,720
STRL icon
568
Sterling Infrastructure
STRL
$12.3B
$164M 0.03%
483,864
+151,146
EFX icon
569
Equifax
EFX
$21.4B
$164M 0.03%
640,317
+278,870
HIG icon
570
Hartford Financial Services
HIG
$36.6B
$164M 0.03%
1,231,291
-135,733
DVY icon
571
iShares Select Dividend ETF
DVY
$22.3B
$164M 0.03%
1,155,033
+104,866
TOST icon
572
Toast
TOST
$16.2B
$164M 0.03%
4,494,787
-1,597,111
SNA icon
573
Snap-on
SNA
$18.6B
$164M 0.03%
472,694
-8,301
ARES icon
574
Ares Management
ARES
$23.8B
$163M 0.03%
1,017,501
-53,203
HIMS icon
575
Hims & Hers Health
HIMS
$5.02B
$162M 0.03%
2,864,030
+313,189
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