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
VFLO icon
676
VictoryShares Free Cash Flow ETF
VFLO
$6.93B
$142M 0.03%
3,603,381
+385,420
WCN icon
677
Waste Connections
WCN
$38.6B
$142M 0.03%
874,522
+114,761
MDLN
678
Medline Inc
MDLN
$33.4B
$142M 0.03%
3,191,661
+1,889,113
INDA icon
679
iShares MSCI India ETF
INDA
$6.71B
$141M 0.03%
3,018,824
+1,225,099
BURL icon
680
Burlington
BURL
$19.1B
$141M 0.03%
433,031
-132,618
FLXR
681
TCW Flexible Income ETF
FLXR
$3.02B
$141M 0.03%
3,586,459
+689,066
AMH icon
682
American Homes 4 Rent
AMH
$11.5B
$141M 0.02%
5,032,699
+4,017,895
CG icon
683
Carlyle Group
CG
$18.2B
$140M 0.02%
2,902,388
+365,850
FEZ icon
684
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.51B
$140M 0.02%
2,261,689
+377,421
UTHR icon
685
United Therapeutics
UTHR
$24B
$140M 0.02%
236,729
+10,880
HUBB icon
686
Hubbell
HUBB
$26B
$140M 0.02%
284,603
-8,127
ALV icon
687
Autoliv
ALV
$9.1B
$140M 0.02%
1,328,122
+867,410
XOP icon
688
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.3B
$139M 0.02%
764,227
-1,667,618
VOOV icon
689
Vanguard S&P 500 Value ETF
VOOV
$6.4B
$139M 0.02%
681,534
+17,967
KEY icon
690
KeyCorp
KEY
$23.4B
$138M 0.02%
6,877,823
+136,976
RF icon
691
Regions Financial
RF
$23.6B
$138M 0.02%
5,276,732
-2,041,586
DGX icon
692
Quest Diagnostics
DGX
$20.7B
$138M 0.02%
702,337
-412,114
L icon
693
Loews
L
$21.5B
$138M 0.02%
1,288,263
+477,069
IBB icon
694
iShares Biotechnology ETF
IBB
$8B
$137M 0.02%
814,290
-98,745
CCEP icon
695
Coca-Cola Europacific Partners
CCEP
$41.9B
$137M 0.02%
1,513,190
-522,484
LEN icon
696
Lennar Class A
LEN
$21.8B
$137M 0.02%
1,578,684
+554,847
CYTK icon
697
Cytokinetics
CYTK
$9.57B
$137M 0.02%
2,077,277
+945,821
NTRS icon
698
Northern Trust
NTRS
$29.7B
$137M 0.02%
979,340
-211,658
XLB icon
699
State Street Materials Select Sector SPDR ETF
XLB
$7.33B
$137M 0.02%
2,734,806
+791,619
WSM icon
700
Williams-Sonoma
WSM
$21.4B
$136M 0.02%
748,401
+59,757
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