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
VIGI icon
1226
Vanguard International Dividend Appreciation ETF
VIGI
$8.85B
$59M 0.01%
667,359
+15,349
GEN icon
1227
Gen Digital
GEN
$13.7B
$59M 0.01%
3,134,947
+583,918
ICOW icon
1228
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.83B
$59M 0.01%
1,390,500
+53,175
FSK icon
1229
FS KKR Capital
FSK
$3.04B
$59M 0.01%
5,792,764
+1,986,688
USAR
1230
USA Rare Earth Inc
USAR
$5.88B
$58.8M 0.01%
3,883,815
+2,604,437
HELO icon
1231
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.03B
$58.8M 0.01%
919,308
+22,530
M icon
1232
Macy's
M
$5.14B
$58.7M 0.01%
3,246,805
+677,873
TACK icon
1233
Fairlead Tactical Sector ETF
TACK
$275M
$58.7M 0.01%
1,929,923
+16,013
FIBK icon
1234
First Interstate BancSystem
FIBK
$3.54B
$58.7M 0.01%
1,756,292
-114,650
TMHC icon
1235
Taylor Morrison
TMHC
$5.61B
$58.5M 0.01%
1,004,709
+428,984
SLQD icon
1236
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.32B
$58.5M 0.01%
1,158,628
+30,124
BMNR
1237
BitMine Immersion Technologies
BMNR
$12.6B
$58.4M 0.01%
2,953,785
+1,064,291
BTI icon
1238
British American Tobacco
BTI
$126B
$58.4M 0.01%
999,158
+672,489
LYFT icon
1239
Lyft
LYFT
$5.48B
$58.4M 0.01%
4,392,383
-1,588,447
EWBC icon
1240
East-West Bancorp
EWBC
$16.8B
$58.1M 0.01%
544,425
-25,766
ROBO icon
1241
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$58.1M 0.01%
848,753
+182,403
ALKT icon
1242
Alkami Technology
ALKT
$1.92B
$58.1M 0.01%
3,704,618
+2,353,368
SF icon
1243
Stifel
SF
$11.8B
$58M 0.01%
785,075
+232,616
EMLP icon
1244
First Trust North American Energy Infrastructure Fund
EMLP
$3.93B
$57.9M 0.01%
1,326,900
-22,600
TU icon
1245
Telus
TU
$19.9B
$57.9M 0.01%
4,511,790
-2,258,657
CROX icon
1246
Crocs
CROX
$5.15B
$57.8M 0.01%
696,755
-229,772
WYNN icon
1247
Wynn Resorts
WYNN
$10.6B
$57.8M 0.01%
568,690
+78,009
TMDX icon
1248
Transmedics
TMDX
$2.34B
$57.7M 0.01%
580,793
-78,503
HOG icon
1249
Harley-Davidson
HOG
$2.68B
$57.7M 0.01%
2,855,214
+1,614,685
BEN icon
1250
Franklin Resources
BEN
$16.1B
$57.7M 0.01%
2,443,853
+406,389
48 49
50
51 52