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
IBKR icon
651
Interactive Brokers
IBKR
$37.6B
$152M 0.03%
2,263,352
-149,759
DHI icon
652
D.R. Horton
DHI
$41.9B
$152M 0.03%
1,106,137
-724,947
IDEV icon
653
iShares Core MSCI International Developed Markets ETF
IDEV
$29.8B
$152M 0.03%
1,815,864
+382,094
LH icon
654
Labcorp
LH
$20.8B
$151M 0.03%
564,529
+68,994
BBIO icon
655
BridgeBio Pharma
BBIO
$13.2B
$151M 0.03%
2,026,821
+151,156
EXE
656
Expand Energy Corp
EXE
$23B
$150M 0.03%
1,368,633
+375,774
SCHA icon
657
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$149M 0.03%
5,129,724
+1,106,281
CP icon
658
Canadian Pacific Kansas City
CP
$76.4B
$149M 0.03%
1,894,116
+295,903
W icon
659
Wayfair
W
$8.75B
$148M 0.03%
1,972,419
-8,147
ESGD icon
660
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.5B
$148M 0.03%
1,546,466
+323,848
ULTA icon
661
Ulta Beauty
ULTA
$22.7B
$148M 0.03%
282,691
-59,164
RRC icon
662
Range Resources
RRC
$9.55B
$147M 0.03%
3,258,469
-330,071
AWK icon
663
American Water Works
AWK
$24.4B
$147M 0.03%
1,081,628
-51,841
CMS icon
664
CMS Energy
CMS
$22.4B
$146M 0.03%
1,886,071
+723,783
TEM
665
Tempus AI
TEM
$8.95B
$146M 0.03%
3,234,387
+1,750,525
PREF icon
666
Principal Spectrum Preferred Securities Active ETF
PREF
$1.47B
$146M 0.03%
7,738,404
+556,858
CGGO icon
667
Capital Group Global Growth Equity ETF
CGGO
$10.7B
$145M 0.03%
4,353,614
+321,468
ITOT icon
668
iShares Core S&P Total US Stock Market ETF
ITOT
$91.2B
$145M 0.03%
1,016,552
-20,739
ABNB icon
669
Airbnb
ABNB
$84.1B
$144M 0.03%
1,136,746
-5,122
ILMN icon
670
Illumina
ILMN
$21.5B
$143M 0.03%
1,162,435
-359,888
DKS icon
671
Dick's Sporting Goods
DKS
$20.2B
$143M 0.03%
722,432
+177,400
GLIBK
672
GCI Liberty Inc Series C
GLIBK
$1.05B
$143M 0.03%
3,849,435
+615,827
AL
673
DELISTED
Air Lease Corp
AL
$143M 0.03%
2,196,634
-622,033
QBTS icon
674
D-Wave Quantum
QBTS
$8.36B
$142M 0.03%
9,869,575
-393,859
JHMM icon
675
John Hancock Multifactor Mid Cap ETF
JHMM
$5.44B
$142M 0.03%
2,120,865
+99,199
25 26
27
28 29