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
COPX icon
1176
Global X Copper Miners ETF NEW
COPX
$8.04B
$62.7M 0.01%
821,337
+513,878
LECO icon
1177
Lincoln Electric
LECO
$14.9B
$62.7M 0.01%
251,600
-17,191
CNXC icon
1178
Concentrix
CNXC
$1.48B
$62.6M 0.01%
2,287,862
+1,919,052
EFAV icon
1179
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.38B
$62.6M 0.01%
685,031
+49,963
XAR icon
1180
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.03B
$62.6M 0.01%
246,385
+40,014
LVHI icon
1181
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.79B
$62.6M 0.01%
1,543,314
+160,923
SPLV icon
1182
Invesco S&P 500 Low Volatility ETF
SPLV
$7.06B
$62.6M 0.01%
855,300
+29,364
AXTI icon
1183
AXT Inc
AXTI
$7.61B
$62.5M 0.01%
1,096,636
+996,892
FOX icon
1184
Fox Class B
FOX
$24.1B
$62.5M 0.01%
1,176,370
+142,953
SUN icon
1185
Sunoco
SUN
$12.6B
$62.4M 0.01%
959,732
-7,150
MARA icon
1186
Marathon Digital Holdings
MARA
$4.93B
$62.2M 0.01%
7,622,765
-1,968,304
AAP icon
1187
Advance Auto Parts
AAP
$3.39B
$62M 0.01%
1,175,136
-207,474
INGR icon
1188
Ingredion
INGR
$6.77B
$62M 0.01%
549,959
+128,750
BLDR icon
1189
Builders FirstSource
BLDR
$8.33B
$61.8M 0.01%
751,127
+234,816
VGLT icon
1190
Vanguard Long-Term Treasury ETF
VGLT
$9.92B
$61.8M 0.01%
1,116,793
-117,273
AU icon
1191
AngloGold Ashanti
AU
$54.1B
$61.8M 0.01%
634,479
-216,865
TPG icon
1192
TPG
TPG
$7.16B
$61.7M 0.01%
1,523,096
+926,130
MDGL icon
1193
Madrigal Pharmaceuticals
MDGL
$11.8B
$61.7M 0.01%
117,779
+15,138
GIL icon
1194
Gildan
GIL
$11B
$61.6M 0.01%
1,106,891
+623,808
PAAA icon
1195
PGIM AAA CLO ETF
PAAA
$8.97B
$61.5M 0.01%
1,202,149
-135,204
PAYC icon
1196
Paycom
PAYC
$6.38B
$61.5M 0.01%
506,187
+177,630
NTNX icon
1197
Nutanix
NTNX
$12.4B
$61.3M 0.01%
1,612,340
-91,624
ALK icon
1198
Alaska Air
ALK
$4.55B
$61.2M 0.01%
1,664,846
+618,785
EWC icon
1199
iShares MSCI Canada ETF
EWC
$5.19B
$61.2M 0.01%
1,117,389
+585,294
AEO icon
1200
American Eagle Outfitters
AEO
$2.78B
$61.1M 0.01%
3,661,565
+658,002
46 47
48
49 50