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
VPU icon
1126
Vanguard Utilities ETF
VPU
$7.79B
$55.4M 0.01%
313,800
+38,073
KC
1127
Kingsoft Cloud Holdings
KC
$3.31B
$55.2M 0.01%
4,406,480
-110,528
DES icon
1128
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$55M 0.01%
1,732,436
-371
WEN icon
1129
Wendy's
WEN
$1.64B
$54.9M 0.01%
4,811,580
+3,479,892
AVEM icon
1130
Avantis Emerging Markets Equity ETF
AVEM
$13.8B
$54.9M 0.01%
800,872
+50,174
EPAM icon
1131
EPAM Systems
EPAM
$9.89B
$54.8M 0.01%
310,202
-9,582
NLY icon
1132
Annaly Capital Management
NLY
$14.8B
$54.8M 0.01%
2,912,335
+611,916
EFAV icon
1133
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$54.7M 0.01%
650,270
+50,945
VRP icon
1134
Invesco Variable Rate Preferred ETF
VRP
$2.22B
$54.7M 0.01%
2,235,509
-121,497
SMIG icon
1135
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.14B
$54.7M 0.01%
1,894,330
+433,629
VTIP icon
1136
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$54.6M 0.01%
1,086,690
+128,825
CONL icon
1137
GraniteShares 2x Long COIN Daily ETF
CONL
$539M
$54.6M 0.01%
1,183,747
+1,183,744
DAY icon
1138
Dayforce
DAY
$11B
$54.6M 0.01%
985,248
+159,510
TME icon
1139
Tencent Music
TME
$29.2B
$54.6M 0.01%
2,799,910
-1,788,587
EVRI
1140
DELISTED
Everi Holdings
EVRI
$54.6M 0.01%
3,832,120
+3,246,505
SGRY icon
1141
Surgery Partners
SGRY
$1.98B
$54.5M 0.01%
2,451,373
+761,527
CPRI icon
1142
Capri Holdings
CPRI
$2.59B
$54.4M 0.01%
3,074,313
+1,202,363
BSCS icon
1143
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$54.4M 0.01%
2,654,851
+325,395
CLH icon
1144
Clean Harbors
CLH
$11B
$54.4M 0.01%
235,292
+114,661
BSJQ icon
1145
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$54.4M 0.01%
2,331,214
+85,254
SPSM icon
1146
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
$54.4M 0.01%
1,276,296
-1,161,911
ZETA icon
1147
Zeta Global
ZETA
$4.44B
$54.4M 0.01%
3,509,318
+2,667,947
RWL icon
1148
Invesco S&P 500 Revenue ETF
RWL
$7.03B
$54.3M 0.01%
520,474
-1,095
CC icon
1149
Chemours
CC
$1.78B
$54.3M 0.01%
4,739,627
+1,017,626
GEO icon
1150
The GEO Group
GEO
$2.12B
$54.2M 0.01%
2,263,149
-3,243,820
44 45
46
47 48