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
CINF icon
651
Cincinnati Financial
CINF
$25.9B
$139M 0.02%
876,831
-96,797
VGSH icon
652
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
$138M 0.02%
2,348,346
-67,446
WCN icon
653
Waste Connections
WCN
$44.2B
$138M 0.02%
784,639
+279,846
FFIV icon
654
F5
FFIV
$15.3B
$137M 0.02%
424,485
+14,539
HAL icon
655
Halliburton
HAL
$24.1B
$137M 0.02%
5,572,656
-1,318,815
AWK icon
656
American Water Works
AWK
$25.7B
$137M 0.02%
983,028
-36,456
ELS icon
657
Equity Lifestyle Properties
ELS
$12B
$137M 0.02%
2,252,603
+643,314
CASY icon
658
Casey's General Stores
CASY
$20B
$137M 0.02%
241,487
-44,457
BIV icon
659
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$136M 0.02%
1,747,391
+311,872
TSCO icon
660
Tractor Supply
TSCO
$27.5B
$136M 0.02%
2,397,830
-549,997
EVR icon
661
Evercore
EVR
$13B
$136M 0.02%
402,692
+217,370
VXF icon
662
Vanguard Extended Market ETF
VXF
$25.3B
$136M 0.02%
648,475
-54,015
PREF icon
663
Principal Spectrum Preferred Securities Active ETF
PREF
$1.39B
$136M 0.02%
7,083,973
+162,008
CFG icon
664
Citizens Financial Group
CFG
$25.1B
$135M 0.02%
2,536,030
+196,743
GEHC icon
665
GE HealthCare
GEHC
$38.2B
$134M 0.02%
1,790,118
-1,215,260
BBIO icon
666
BridgeBio Pharma
BBIO
$14.5B
$134M 0.02%
2,586,422
-226,077
VCR icon
667
Vanguard Consumer Discretionary ETF
VCR
$6.41B
$134M 0.02%
338,521
-15,756
GTLS icon
668
Chart Industries
GTLS
$9.25B
$134M 0.02%
667,482
+368,931
WAY
669
Waystar Holding Corp
WAY
$6.25B
$133M 0.02%
3,516,539
+2,281,592
VOX icon
670
Vanguard Communication Services ETF
VOX
$6.14B
$133M 0.02%
709,805
-9,802
AVUV icon
671
Avantis US Small Cap Value ETF
AVUV
$20.3B
$133M 0.02%
1,335,293
+54,003
CPNG icon
672
Coupang
CPNG
$46.8B
$132M 0.02%
4,111,056
+770,068
FEZ icon
673
SPDR Euro Stoxx 50 ETF
FEZ
$4.87B
$132M 0.02%
2,129,746
+471,813
CGGO icon
674
Capital Group Global Growth Equity ETF
CGGO
$7.95B
$132M 0.02%
3,870,097
+134,745
KTOS icon
675
Kratos Defense & Security Solutions
KTOS
$12.8B
$132M 0.02%
1,446,197
-1,445,304
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