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
MGC icon
726
Vanguard Mega Cap 300 Index ETF
MGC
$9.08B
$121M 0.02%
493,819
+16,121
PFGC icon
727
Performance Food Group
PFGC
$14.8B
$121M 0.02%
1,158,288
+823,882
B
728
Barrick Mining
B
$73.1B
$120M 0.02%
3,665,186
-811,162
NG icon
729
NovaGold Resources
NG
$4B
$120M 0.02%
13,617,880
+2,443,511
INDA icon
730
iShares MSCI India ETF
INDA
$9.4B
$120M 0.02%
2,300,017
-1,899,155
KRE icon
731
State Street SPDR S&P Regional Banking ETF
KRE
$4.09B
$120M 0.02%
1,890,604
-166,325
BN icon
732
Brookfield
BN
$102B
$119M 0.02%
2,610,681
-449,061
HBAN icon
733
Huntington Bancshares
HBAN
$27.9B
$119M 0.02%
6,910,264
-4,553,948
PKG icon
734
Packaging Corp of America
PKG
$18.4B
$119M 0.02%
546,435
-145,565
SUB icon
735
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$119M 0.02%
1,114,368
-16,159
SWK icon
736
Stanley Black & Decker
SWK
$11.5B
$119M 0.02%
1,597,048
+339,878
DLN icon
737
WisdomTree US LargeCap Dividend Fund
DLN
$5.58B
$118M 0.02%
1,359,616
+57,837
CORZ icon
738
Core Scientific
CORZ
$4.74B
$118M 0.02%
6,584,767
+2,238,491
WCC icon
739
WESCO International
WCC
$12.6B
$118M 0.02%
557,444
+232,959
CPB icon
740
Campbell Soup
CPB
$8.43B
$118M 0.02%
3,730,947
+2,377,488
BROS icon
741
Dutch Bros
BROS
$7.7B
$118M 0.02%
2,247,691
+572,337
EMXC icon
742
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$117M 0.02%
1,739,434
-268,770
RH icon
743
RH
RH
$3.07B
$117M 0.02%
576,696
+198,916
SRLN icon
744
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$117M 0.02%
2,806,257
+1,291,980
AGNC icon
745
AGNC Investment
AGNC
$11.1B
$116M 0.02%
11,863,026
-11,233,229
SBAC icon
746
SBA Communications
SBAC
$20.6B
$116M 0.02%
599,947
+18,179
MOH icon
747
Molina Healthcare
MOH
$8.56B
$116M 0.02%
603,934
+460,372
VFLO icon
748
VictoryShares Free Cash Flow ETF
VFLO
$5.49B
$115M 0.02%
3,073,511
+557,787
TSN icon
749
Tyson Foods
TSN
$21B
$115M 0.02%
2,121,986
+618,267
IDEV icon
750
iShares Core MSCI International Developed Markets ETF
IDEV
$24.2B
$115M 0.02%
1,430,123
-86,018
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