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
$512B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$679M
3
+$574M
4
MDT icon
Medtronic
MDT
+$523M
5
WDAY icon
Workday
WDAY
+$518M

Top Sells

1
+$1.62B
2
+$1.44B
3
+$1.1B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$835M
5
CVX icon
Chevron
CVX
+$690M

Sector Composition

1 Technology 22.22%
2 Financials 11.4%
3 Industrials 8.29%
4 Consumer Discretionary 8.03%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RNA icon
1176
Avidity Biosciences
RNA
$10.8B
$57.3M 0.01%
1,315,859
+719,305
CARG icon
1177
CarGurus
CARG
$3.68B
$57.3M 0.01%
1,537,856
+942,199
IYC icon
1178
iShares US Consumer Discretionary ETF
IYC
$1.57B
$57.2M 0.01%
546,000
+8,338
XHB icon
1179
State Street SPDR S&P Homebuilders ETF
XHB
$1.72B
$57.2M 0.01%
516,270
-488,473
EWBC icon
1180
East-West Bancorp
EWBC
$15.6B
$57.2M 0.01%
537,221
+184,942
BEKE icon
1181
KE Holdings
BEKE
$19.3B
$57.2M 0.01%
3,009,412
+1,365,977
BFAM icon
1182
Bright Horizons
BFAM
$5.89B
$57.1M 0.01%
526,345
+316,589
PTLC icon
1183
Pacer Trendpilot US Large Cap ETF
PTLC
$3.39B
$57.1M 0.01%
1,042,988
-51,008
SLM icon
1184
SLM Corp
SLM
$5.38B
$57.1M 0.01%
2,062,906
+594,160
HWC icon
1185
Hancock Whitney
HWC
$5.54B
$56.9M 0.01%
909,460
+521,261
BXMT icon
1186
Blackstone Mortgage Trust
BXMT
$3.46B
$56.7M 0.01%
3,082,005
+707,588
SLQD icon
1187
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$56.7M 0.01%
1,115,913
+11,775
WTS icon
1188
Watts Water Technologies
WTS
$9.38B
$56.5M 0.01%
202,250
+139,637
BSJQ icon
1189
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.17B
$56.3M 0.01%
2,406,143
+74,929
GDS icon
1190
GDS Holdings
GDS
$6.81B
$56.3M 0.01%
1,454,562
+475,370
VIGI icon
1191
Vanguard International Dividend Appreciation ETF
VIGI
$8.99B
$56.2M 0.01%
627,034
-4,540
APG icon
1192
APi Group
APG
$16.3B
$56.1M 0.01%
1,631,247
+617,634
ICOW icon
1193
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.42B
$56.1M 0.01%
1,539,030
-14,349
LENZ
1194
LENZ Therapeutics
LENZ
$523M
$56M 0.01%
1,201,616
+320,135
FIBK icon
1195
First Interstate BancSystem
FIBK
$3.67B
$55.9M 0.01%
1,754,104
+1,024,683
LAMR icon
1196
Lamar Advertising Co
LAMR
$12.9B
$55.7M 0.01%
454,889
+25,122
IOT icon
1197
Samsara
IOT
$22.9B
$55.6M 0.01%
1,492,082
-2,293,940
ARQT icon
1198
Arcutis Biotherapeutics
ARQT
$3.55B
$55.6M 0.01%
2,948,438
+10,499
PRMB
1199
Primo Brands
PRMB
$6.08B
$55.6M 0.01%
2,514,675
+1,597,532
SOUN icon
1200
SoundHound AI
SOUN
$4.67B
$55.4M 0.01%
3,447,576
-1,068,600
46 47
48
49 50