We are live on ! Find out more
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
$505B
AUM Growth
-$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,065
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$745M
3
+$725M
4
TTE icon
TotalEnergies
TTE
+$639M
5
WMT icon
Walmart Inc
WMT
+$585M

Top Sells

1
+$1.87B
2
+$1.41B
3
+$1.16B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03B
5
LUV icon
Southwest Airlines
LUV
+$727M

Sector Composition

1 Technology 21.4%
2 Financials 11.65%
3 Healthcare 8.16%
4 Industrials 8.07%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HBAN icon
626
Huntington Bancshares
HBAN
$34.2B
$142M 0.03%
8,162,423
+1,252,159
WPM icon
627
Wheaton Precious Metals
WPM
$55.7B
$141M 0.03%
1,195,583
-234,716
IUSB icon
628
iShares Core Universal USD Bond ETF
IUSB
$42B
$140M 0.03%
3,017,320
+6,537
SW
629
Smurfit Westrock
SW
$23.2B
$140M 0.03%
3,620,677
-7,619,476
PNR icon
630
Pentair
PNR
$12B
$140M 0.03%
1,344,262
+355,745
CGGO icon
631
Capital Group Global Growth Equity ETF
CGGO
$11.8B
$140M 0.03%
4,032,146
+162,049
PAA icon
632
Plains All American Pipeline
PAA
$15.1B
$140M 0.03%
7,778,653
-618,099
EME icon
633
Emcor
EME
$37.2B
$140M 0.03%
228,188
+55,071
NBIX icon
634
Neurocrine Biosciences
NBIX
$15.9B
$139M 0.03%
983,528
+618,956
BSCQ icon
635
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.78B
$139M 0.03%
7,120,943
-309,359
KEY icon
636
KeyCorp
KEY
$24.4B
$139M 0.03%
6,740,847
+1,416,787
HII icon
637
Huntington Ingalls Industries
HII
$11.2B
$139M 0.03%
408,984
-204,110
EW icon
638
Edwards Lifesciences
EW
$50.3B
$139M 0.03%
1,630,760
-425,175
IGV icon
639
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$139M 0.03%
1,313,790
-393,273
HDB icon
640
HDFC Bank
HDB
$129B
$139M 0.03%
3,799,629
+11,679
ADSK icon
641
Autodesk
ADSK
$40.9B
$139M 0.03%
468,333
-561,948
FE icon
642
FirstEnergy
FE
$26.9B
$138M 0.03%
3,090,235
-140,009
WES icon
643
Western Midstream Partners
WES
$17.7B
$138M 0.03%
3,501,784
+165,726
ITA icon
644
iShares US Aerospace & Defense ETF
ITA
$14.1B
$138M 0.03%
644,118
-83,959
VOX icon
645
Vanguard Communication Services ETF
VOX
$5.67B
$138M 0.03%
712,378
+2,573
EMB icon
646
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$137M 0.03%
1,426,986
+274,684
PREF icon
647
Principal Spectrum Preferred Securities Active ETF
PREF
$1.76B
$137M 0.03%
7,181,546
+97,573
ATI icon
648
ATI
ATI
$27.5B
$137M 0.03%
1,193,129
+702,656
ALB icon
649
Albemarle
ALB
$18.9B
$137M 0.03%
967,887
-1,142,190
GPC icon
650
Genuine Parts
GPC
$15B
$136M 0.03%
1,106,471
+36,807
24 25
26
27 28