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
UHS icon
1226
Universal Health Services
UHS
$14.1B
$48.7M 0.01%
269,069
-136,588
LEU icon
1227
Centrus Energy
LEU
$4.55B
$48.7M 0.01%
266,003
+27,341
ERIE icon
1228
Erie Indemnity
ERIE
$15B
$48.5M 0.01%
139,900
+23,176
SOUN icon
1229
SoundHound AI
SOUN
$5.11B
$48.5M 0.01%
4,516,176
-2,310,387
BIO icon
1230
Bio-Rad Laboratories Class A
BIO
$8.45B
$48.4M 0.01%
200,764
-16,872
NOG icon
1231
Northern Oil and Gas
NOG
$2.18B
$48.4M 0.01%
1,706,530
+607,271
INGR icon
1232
Ingredion
INGR
$6.84B
$48.3M 0.01%
356,077
+152,197
GL icon
1233
Globe Life
GL
$10.6B
$48.3M 0.01%
388,510
+213,249
CNM icon
1234
Core & Main
CNM
$8.99B
$48.2M 0.01%
798,852
-98,750
ORA icon
1235
Ormat Technologies
ORA
$6.6B
$48.2M 0.01%
575,475
-355,477
SLM icon
1236
SLM Corp
SLM
$5.6B
$48.2M 0.01%
1,468,746
+939,872
XYLD icon
1237
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
$48M 0.01%
1,233,590
+102,697
ETG
1238
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.67B
$48M 0.01%
2,290,367
+151
TBLL icon
1239
Invesco Short Term Treasury ETF
TBLL
$2.22B
$47.7M 0.01%
451,988
+104,150
LNC icon
1240
Lincoln National
LNC
$7.8B
$47.6M 0.01%
1,375,660
-346,406
NOK icon
1241
Nokia
NOK
$37.3B
$47.3M 0.01%
9,126,926
-7,607,688
PDO
1242
PIMCO Dynamic Income Opportunities Fund
PDO
$1.82B
$47.3M 0.01%
3,506,474
+111,882
OVV icon
1243
Ovintiv
OVV
$9.92B
$47.3M 0.01%
1,242,154
+291,229
BMI icon
1244
Badger Meter
BMI
$5.24B
$47.3M 0.01%
192,942
+37,522
CRDO icon
1245
Credo Technology Group
CRDO
$25.2B
$47.2M 0.01%
510,301
-277,706
IYF icon
1246
iShares US Financials ETF
IYF
$4.01B
$47.1M 0.01%
389,548
-20,400
BSCP icon
1247
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$47.1M 0.01%
2,277,429
-307,208
UDR icon
1248
UDR
UDR
$11.4B
$46.9M 0.01%
1,149,820
-810,263
ACWV icon
1249
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.31B
$46.9M 0.01%
395,788
-5,532
RYAN icon
1250
Ryan Specialty Holdings
RYAN
$7.27B
$46.8M 0.01%
688,362
+75,073
48 49
50
51 52