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
9,743
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
TLH icon
1101
iShares 10-20 Year Treasury Bond ETF
TLH
$12.3B
$57.6M 0.01%
566,504
-62,427
TU icon
1102
Telus
TU
$22.5B
$57.6M 0.01%
3,583,476
-2,057,516
PBR icon
1103
Petrobras
PBR
$84.9B
$57.5M 0.01%
4,598,810
+1,465,307
FNDF icon
1104
Schwab Fundamental International Large Company Index ETF
FNDF
$18.9B
$57.5M 0.01%
1,436,472
-30,818
ROIV icon
1105
Roivant Sciences
ROIV
$14.1B
$57.4M 0.01%
5,093,068
-1,704,135
VRNS icon
1106
Varonis Systems
VRNS
$3.97B
$57.1M 0.01%
1,125,600
-1,272,047
VNO icon
1107
Vornado Realty Trust
VNO
$6.62B
$57.1M 0.01%
1,493,106
-158,504
GTES icon
1108
Gates Industrial
GTES
$5.7B
$57.1M 0.01%
2,478,180
+980,082
VIGI icon
1109
Vanguard International Dividend Appreciation ETF
VIGI
$8.62B
$56.9M 0.01%
631,574
+2,419
VIPS icon
1110
Vipshop
VIPS
$9.57B
$56.9M 0.01%
3,781,180
+1,991,044
PATK icon
1111
Patrick Industries
PATK
$3.33B
$56.8M 0.01%
616,092
+339,350
KD icon
1112
Kyndryl
KD
$5.88B
$56.7M 0.01%
1,352,395
+652,896
ATAT icon
1113
Atour Lifestyle Holdings
ATAT
$5.42B
$56.6M 0.01%
1,741,076
+907,957
FIVN icon
1114
FIVE9
FIVN
$1.59B
$56.6M 0.01%
2,137,383
+589,770
QTEC icon
1115
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.85B
$56.3M 0.01%
264,437
-40,651
TACK icon
1116
Fairlead Tactical Sector ETF
TACK
$273M
$56.1M 0.01%
1,987,922
+681,547
MLPA icon
1117
Global X MLP ETF
MLPA
$1.81B
$56.1M 0.01%
1,117,628
+22,662
BIIB icon
1118
Biogen
BIIB
$24.6B
$56M 0.01%
445,684
-200,463
INSP icon
1119
Inspire Medical Systems
INSP
$2.51B
$55.9M 0.01%
430,694
-54,485
ESGE icon
1120
iShares ESG Aware MSCI EM ETF
ESGE
$5.61B
$55.9M 0.01%
1,426,514
-15,989
SLQD icon
1121
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$55.9M 0.01%
1,104,138
+22,083
SSNC icon
1122
SS&C Technologies
SSNC
$20.4B
$55.7M 0.01%
672,476
-219,001
VG
1123
Venture Global Inc
VG
$19.5B
$55.6M 0.01%
3,569,915
+2,176,524
PTLC icon
1124
Pacer Trendpilot US Large Cap ETF
PTLC
$3.47B
$55.5M 0.01%
1,093,996
-140,079
LNT icon
1125
Alliant Energy
LNT
$17.3B
$55.5M 0.01%
917,817
-390,906
43 44
45
46 47