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
IWY icon
851
iShares Russell Top 200 Growth ETF
IWY
$17.1B
$106M 0.02%
426,828
+11,479
CAVA icon
852
CAVA Group
CAVA
$9.24B
$106M 0.02%
1,309,677
-785,685
RBLX icon
853
Roblox
RBLX
$30B
$106M 0.02%
1,866,297
-670,797
AFRM icon
854
Affirm
AFRM
$21.4B
$105M 0.02%
2,302,217
+589,375
VRSK icon
855
Verisk Analytics
VRSK
$22.5B
$105M 0.02%
555,370
-26,486
HEI.A icon
856
HEICO Corp Class A
HEI.A
$30.9B
$105M 0.02%
498,692
+161,315
LOAR icon
857
Loar Holdings
LOAR
$5.6B
$105M 0.02%
1,835,387
+558,607
PFG icon
858
Principal Financial Group
PFG
$21.7B
$105M 0.02%
1,166,730
+207,388
NVR icon
859
NVR
NVR
$16.1B
$105M 0.02%
15,912
+6,034
SRLN icon
860
State Street Blackstone Senior Loan ETF
SRLN
$4.97B
$105M 0.02%
2,612,224
-450,860
KGC icon
861
Kinross Gold
KGC
$37.6B
$104M 0.02%
3,421,400
-21,988
PATH icon
862
UiPath
PATH
$5.65B
$104M 0.02%
9,403,093
+4,633,195
PEG icon
863
Public Service Enterprise Group
PEG
$38.4B
$104M 0.02%
1,280,693
-407,717
TFLO icon
864
iShares Treasury Floating Rate Bond ETF
TFLO
$6.69B
$103M 0.02%
2,042,045
-168,523
IBDS icon
865
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
$103M 0.02%
4,263,390
+360,887
POST icon
866
Post Holdings
POST
$4.63B
$103M 0.02%
1,044,362
+425,968
EXEL icon
867
Exelixis
EXEL
$12.1B
$103M 0.02%
2,393,513
-1,328,821
GPN icon
868
Global Payments
GPN
$18.9B
$103M 0.02%
1,525,047
-555,530
TSEM icon
869
Tower Semiconductor
TSEM
$23.8B
$102M 0.02%
583,868
+215,214
DOCU
870
DocuSign
DOCU
$9.31B
$102M 0.02%
2,160,098
+1,451,452
RRX icon
871
Regal Rexnord
RRX
$14.3B
$102M 0.02%
544,683
-114,707
KNG icon
872
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.32B
$101M 0.02%
2,079,331
-30,968
PL icon
873
Planet Labs
PL
$13.9B
$101M 0.02%
3,617,025
+2,835,917
MKL icon
874
Markel Group
MKL
$22.7B
$101M 0.02%
52,739
+21,048
XLG icon
875
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$101M 0.02%
1,849,717
-11,028
33 34
35
36 37