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
$512B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$679M
3
+$574M
4
MDT icon
Medtronic
MDT
+$523M
5
WDAY icon
Workday
WDAY
+$518M

Top Sells

1
+$1.62B
2
+$1.44B
3
+$1.1B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$835M
5
CVX icon
Chevron
CVX
+$690M

Sector Composition

1 Technology 22.22%
2 Financials 11.4%
3 Industrials 8.29%
4 Consumer Discretionary 8.03%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALAB icon
576
Astera Labs
ALAB
$24.3B
$162M 0.03%
826,776
+340,178
ARCC icon
577
Ares Capital
ARCC
$14.5B
$161M 0.03%
7,900,015
+836,826
DVN icon
578
Devon Energy
DVN
$22.7B
$161M 0.03%
4,583,798
-1,209,559
WPM icon
579
Wheaton Precious Metals
WPM
$52.5B
$160M 0.03%
1,430,299
+278,655
EW icon
580
Edwards Lifesciences
EW
$48.4B
$160M 0.03%
2,055,935
+219,440
IUSV icon
581
iShares Core S&P US Value ETF
IUSV
$24.5B
$159M 0.02%
1,587,245
-19,616
CAH icon
582
Cardinal Health
CAH
$47.5B
$158M 0.02%
1,004,299
+29,169
IBB icon
583
iShares Biotechnology ETF
IBB
$8.66B
$158M 0.02%
1,091,049
-376,318
TEAM icon
584
Atlassian
TEAM
$41.9B
$157M 0.02%
985,777
-315,539
NI icon
585
NiSource
NI
$19.8B
$157M 0.02%
3,627,780
-810,168
BP icon
586
BP
BP
$89.9B
$156M 0.02%
4,539,321
-406,500
VTWO icon
587
Vanguard Russell 2000 ETF
VTWO
$13.9B
$156M 0.02%
1,598,832
-93,757
RRX icon
588
Regal Rexnord
RRX
$9.83B
$156M 0.02%
1,088,349
+114,913
EWJ icon
589
iShares MSCI Japan ETF
EWJ
$16.1B
$156M 0.02%
1,945,465
+196,469
BBY icon
590
Best Buy
BBY
$15.3B
$156M 0.02%
2,059,471
+26,421
NRG icon
591
NRG Energy
NRG
$30.7B
$155M 0.02%
958,982
+335,319
EXC icon
592
Exelon
EXC
$44.2B
$155M 0.02%
3,435,084
-324,603
TPR icon
593
Tapestry
TPR
$25.3B
$155M 0.02%
1,365,442
+270,829
GWW icon
594
W.W. Grainger
GWW
$49B
$154M 0.02%
162,122
-73,114
RBRK icon
595
Rubrik
RBRK
$16B
$154M 0.02%
1,878,089
+1,062,700
ITOT icon
596
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$154M 0.02%
1,060,406
-49,171
BKR icon
597
Baker Hughes
BKR
$46.3B
$154M 0.02%
3,167,567
-140,439
FOUR icon
598
Shift4
FOUR
$4.55B
$154M 0.02%
1,989,526
-381,009
WEC icon
599
WEC Energy
WEC
$34.2B
$154M 0.02%
1,342,265
-758,568
NTAP icon
600
NetApp
NTAP
$22.6B
$153M 0.02%
1,293,917
-63,367
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