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
IONQ icon
601
IonQ
IONQ
$18.4B
$167M 0.03%
5,805,726
+1,581,521
ESLT icon
602
Elbit Systems
ESLT
$36.6B
$167M 0.03%
196,633
+69,769
JBHT icon
603
JB Hunt Transport Services
JBHT
$23.1B
$167M 0.03%
786,685
+172,631
RY icon
604
Royal Bank of Canada
RY
$253B
$167M 0.03%
1,030,378
+183,475
FPE icon
605
First Trust Preferred Securities and Income ETF
FPE
$6.39B
$166M 0.03%
9,353,585
-213,282
FFIV icon
606
F5
FFIV
$20B
$166M 0.03%
573,103
-450,766
FTI icon
607
TechnipFMC
FTI
$28B
$166M 0.03%
2,398,580
-892,078
CNQ icon
608
Canadian Natural Resources
CNQ
$92.9B
$166M 0.03%
3,397,515
+509,709
MSCI icon
609
MSCI
MSCI
$42.6B
$165M 0.03%
306,117
+47,092
EMXC icon
610
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$165M 0.03%
2,095,181
+444,058
IWO icon
611
iShares Russell 2000 Growth ETF
IWO
$14.3B
$164M 0.03%
523,116
+1,084
IUSV icon
612
iShares Core S&P US Value ETF
IUSV
$25.7B
$164M 0.03%
1,599,208
-12,880
MEDP icon
613
Medpace
MEDP
$12.1B
$163M 0.03%
340,433
+11,554
DFAI icon
614
Dimensional International Core Equity Market ETF
DFAI
$16.1B
$163M 0.03%
4,194,947
+210,412
RMD icon
615
ResMed
RMD
$30B
$163M 0.03%
726,811
-179,604
IT icon
616
Gartner
IT
$10.6B
$162M 0.03%
1,023,293
+147,836
FUN icon
617
Cedar Fair
FUN
$2.25B
$162M 0.03%
9,114,678
+3,834,958
BSCR icon
618
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$162M 0.03%
8,230,609
+4,010,978
VICI icon
619
VICI Properties
VICI
$31.1B
$161M 0.03%
5,908,362
-1,539,993
NBIX icon
620
Neurocrine Biosciences
NBIX
$15.3B
$161M 0.03%
1,221,036
+237,508
CRDO icon
621
Credo Technology Group
CRDO
$34.8B
$160M 0.03%
1,708,630
+313,804
AVUV icon
622
Avantis US Small Cap Value ETF
AVUV
$26.3B
$160M 0.03%
1,449,790
+172,364
TECH icon
623
Bio-Techne
TECH
$7.57B
$160M 0.03%
3,054,343
+830,080
SW
624
Smurfit Westrock
SW
$21.8B
$160M 0.03%
4,003,393
+382,716
CHRD icon
625
Chord Energy
CHRD
$7.68B
$159M 0.03%
1,119,274
+474,793
23 24
25
26 27