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
TSN icon
976
Tyson Foods
TSN
$24.1B
$87M 0.02%
1,357,563
+67,272
RPRX icon
977
Royalty Pharma
RPRX
$22.5B
$86.9M 0.02%
1,812,203
-193,628
IBN icon
978
ICICI Bank
IBN
$94.9B
$86.8M 0.02%
3,352,742
-600,662
BSY icon
979
Bentley Systems
BSY
$9.95B
$86.4M 0.02%
2,460,150
+1,415,284
TOTL icon
980
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.18B
$86.3M 0.02%
2,172,239
+129,337
HIMS icon
981
Hims & Hers Health
HIMS
$6.53B
$86.2M 0.02%
4,151,638
-397,446
CVE icon
982
Cenovus Energy
CVE
$53B
$86M 0.02%
3,239,972
+687,917
TTC icon
983
Toro Company
TTC
$9.26B
$85.9M 0.02%
919,545
+340,809
IBDU icon
984
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.72B
$85.6M 0.02%
3,681,557
+168,505
PPL icon
985
PPL Corp
PPL
$27B
$85.6M 0.02%
2,240,571
-553,853
EXR icon
986
Extra Space Storage
EXR
$30.3B
$85.6M 0.02%
652,612
-29,471
DFAX icon
987
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$85.6M 0.02%
2,518,742
+333,395
CGIE icon
988
Capital Group International Equity ETF
CGIE
$2.12B
$85.4M 0.02%
2,525,534
+624,669
KYMR icon
989
Kymera Therapeutics
KYMR
$7.08B
$85.3M 0.02%
1,023,852
+286,820
PRIM icon
990
Primoris Services
PRIM
$5.69B
$85.2M 0.02%
595,574
-43,302
IESC icon
991
IES Holdings
IESC
$13.3B
$85M 0.02%
178,399
+89,684
SNX icon
992
TD Synnex
SNX
$19.2B
$84.9M 0.02%
503,452
+343,297
NXST icon
993
Nexstar Media Group
NXST
$6.19B
$84.9M 0.02%
469,377
-19,772
BNS icon
994
Scotiabank
BNS
$95.5B
$84.8M 0.02%
1,224,044
+296,351
SPSB icon
995
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.1B
$84.7M 0.02%
2,815,855
+315,074
NTRA icon
996
Natera
NTRA
$27.7B
$84.6M 0.02%
422,899
-15,958
BMRN icon
997
BioMarin Pharmaceuticals
BMRN
$10.4B
$84.6M 0.02%
1,496,852
-714,869
MAA icon
998
Mid-America Apartment Communities
MAA
$15B
$84.3M 0.02%
690,447
+135,956
NU icon
999
Nu Holdings
NU
$67.1B
$84.3M 0.02%
5,863,559
-3,135,924
FICO icon
1000
Fair Isaac
FICO
$26.1B
$84.1M 0.01%
78,810
+22,053
38 39
40
41 42