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
WHR icon
1301
Whirlpool
WHR
$3.95B
$43.9M 0.01%
432,586
+86,867
SPTI icon
1302
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.22B
$43.6M 0.01%
1,516,920
-2,498,642
SAIL
1303
SailPoint Inc
SAIL
$11.1B
$43.6M 0.01%
1,908,445
+935,958
ROBO icon
1304
ROBO Global Robotics & Automation Index ETF
ROBO
$1.17B
$43.5M 0.01%
727,984
-108,348
MSTX
1305
Defiance Daily Target 2x Long MSTR ETF
MSTX
$216M
$43.5M 0.01%
1,077,463
+470,263
OSIS icon
1306
OSI Systems
OSIS
$4.64B
$43.4M 0.01%
193,122
-54,624
PRIM icon
1307
Primoris Services
PRIM
$6.38B
$43.4M 0.01%
556,785
-33,760
NAD icon
1308
Nuveen Quality Municipal Income Fund
NAD
$2.79B
$43.3M 0.01%
3,834,897
+220,941
EEFT icon
1309
Euronet Worldwide
EEFT
$2.97B
$43.3M 0.01%
427,033
+31,476
THO icon
1310
Thor Industries
THO
$5.21B
$43.1M 0.01%
485,692
+153,770
OGE icon
1311
OGE Energy
OGE
$9.02B
$43M 0.01%
969,883
+204,154
MWA icon
1312
Mueller Water Products
MWA
$3.62B
$43M 0.01%
1,790,229
-526,146
ADNT icon
1313
Adient
ADNT
$1.59B
$42.9M 0.01%
2,202,221
-3,923
MOH icon
1314
Molina Healthcare
MOH
$7.07B
$42.8M 0.01%
143,562
-12,998
JHG icon
1315
Janus Henderson
JHG
$6.68B
$42.5M 0.01%
1,093,628
-18,964
SPIB icon
1316
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$42.5M 0.01%
1,264,856
+109,978
LI icon
1317
Li Auto
LI
$20B
$42.4M 0.01%
1,564,725
-1,098,110
QYLD icon
1318
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.43B
$42.4M 0.01%
2,536,174
+436,651
IEUR icon
1319
iShares Core MSCI Europe ETF
IEUR
$6.83B
$42.3M 0.01%
638,978
-17,751
CGIE icon
1320
Capital Group International Equity ETF
CGIE
$1.09B
$42.3M 0.01%
1,284,223
+743,478
ISTB icon
1321
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$42.3M 0.01%
868,838
-24,754
PRKS icon
1322
United Parks & Resorts
PRKS
$1.74B
$42.2M 0.01%
895,233
-233,051
FBCG icon
1323
Fidelity Blue Chip Growth ETF
FBCG
$4.94B
$42.2M 0.01%
874,474
-58,532
VLUE icon
1324
iShares MSCI USA Value Factor ETF
VLUE
$8.44B
$42.2M 0.01%
372,549
-177,206
XBIL icon
1325
US Treasury 6 Month Bill ETF
XBIL
$801M
$42M 0.01%
838,226
+152,890
51 52
53
54 55