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
$478B
AUM Growth
+$26.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,742
New
Increased
Reduced
Closed

Top Buys

1
+$766M
2
+$470M
3
+$467M
4
ACN icon
Accenture
ACN
+$413M
5
KVUE icon
Kenvue
KVUE
+$385M

Top Sells

1
+$1.56B
2
+$1.35B
3
+$1.06B
4
NVDA icon
NVIDIA
NVDA
+$827M
5
HPE icon
Hewlett Packard
HPE
+$721M

Sector Composition

1 Technology 22.13%
2 Financials 11.57%
3 Industrials 8.2%
4 Consumer Discretionary 8.18%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBKR icon
726
Interactive Brokers
IBKR
$29.6B
$111M 0.02%
1,998,659
+533,779
LCID icon
727
Lucid Motors
LCID
$4.67B
$111M 0.02%
5,245,008
-466,887
NXST icon
728
Nexstar Media Group
NXST
$5.52B
$111M 0.02%
639,635
+161,502
PPL icon
729
PPL Corp
PPL
$27.2B
$111M 0.02%
3,262,029
-314,801
PPA icon
730
Invesco Aerospace & Defense ETF
PPA
$6.45B
$110M 0.02%
779,522
+19,739
EWW icon
731
iShares MSCI Mexico ETF
EWW
$2.03B
$110M 0.02%
1,813,780
+720,137
CNP icon
732
CenterPoint Energy
CNP
$26B
$109M 0.02%
2,977,903
-694,329
NDSN icon
733
Nordson
NDSN
$13B
$109M 0.02%
508,912
+292,018
NTNX icon
734
Nutanix
NTNX
$17.8B
$109M 0.02%
1,425,398
+631,856
FMC icon
735
FMC
FMC
$1.73B
$109M 0.02%
2,609,317
+1,403,769
CNC icon
736
Centene
CNC
$17.9B
$109M 0.02%
2,006,735
-143,091
MRNA icon
737
Moderna
MRNA
$9.55B
$109M 0.02%
3,942,232
-2,435,305
ATO icon
738
Atmos Energy
ATO
$28.2B
$109M 0.02%
705,748
-224,463
TTD icon
739
Trade Desk
TTD
$20.3B
$109M 0.02%
1,510,007
-471,493
HUBS icon
740
HubSpot
HUBS
$20.8B
$108M 0.02%
194,599
-27,499
AKRO icon
741
Akero Therapeutics
AKRO
$4.47B
$108M 0.02%
2,028,887
-127,519
KNG icon
742
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.66B
$108M 0.02%
2,204,285
+106,304
GRID icon
743
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.82B
$108M 0.02%
777,164
-6,734
FLR icon
744
Fluor
FLR
$6.88B
$108M 0.02%
2,100,590
+700,416
MGC icon
745
Vanguard Mega Cap 300 Index ETF
MGC
$8.35B
$107M 0.02%
477,698
+45,482
DLN icon
746
WisdomTree US LargeCap Dividend Fund
DLN
$5.43B
$107M 0.02%
1,301,779
-13,443
AA icon
747
Alcoa
AA
$9.72B
$107M 0.02%
3,612,447
+1,547,589
PINS icon
748
Pinterest
PINS
$17.7B
$107M 0.02%
2,971,948
-3,095,510
ACM icon
749
Aecom
ACM
$17.6B
$106M 0.02%
942,828
-677,846
ZM icon
750
Zoom
ZM
$25.2B
$106M 0.02%
1,357,028
+61,184
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30
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