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
LVHI icon
1351
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.67B
$45.9M 0.01%
1,320,509
+94,879
ACI icon
1352
Albertsons Companies
ACI
$9.71B
$45.8M 0.01%
2,617,680
-583,062
ZTO icon
1353
ZTO Express
ZTO
$16.5B
$45.8M 0.01%
2,386,589
-2,813,356
HTRB icon
1354
Hartford Total Return Bond ETF
HTRB
$2.07B
$45.8M 0.01%
1,334,609
-140,364
CORT icon
1355
Corcept Therapeutics
CORT
$8.65B
$45.7M 0.01%
549,938
+442,898
IOO icon
1356
iShares Global 100 ETF
IOO
$7.82B
$45.7M 0.01%
380,833
+16,375
LTH icon
1357
Life Time Group Holdings
LTH
$5.76B
$45.7M 0.01%
1,654,467
+1,127,335
TXNM
1358
TXNM Energy Inc
TXNM
$6.4B
$45.6M 0.01%
807,249
-270,719
SSB icon
1359
SouthState Bank Corp
SSB
$9.83B
$45.5M 0.01%
460,249
+240,798
RIOT icon
1360
Riot Platforms
RIOT
$4.97B
$45.5M 0.01%
2,388,621
+180,245
BIRK icon
1361
Birkenstock
BIRK
$8.54B
$45.5M 0.01%
1,004,474
+78,769
PRKS icon
1362
United Parks & Resorts
PRKS
$1.93B
$45.4M 0.01%
877,825
-17,408
VTRS icon
1363
Viatris
VTRS
$13.4B
$45.4M 0.01%
4,583,759
-1,175,640
MKTX icon
1364
MarketAxess Holdings
MKTX
$6.76B
$45.4M 0.01%
260,261
+57,794
CDTX icon
1365
Cidara Therapeutics
CDTX
$6.92B
$45.3M 0.01%
473,554
+295,644
BCRX icon
1366
BioCryst Pharmaceuticals
BCRX
$1.59B
$45.3M 0.01%
5,967,737
+353,086
CBT icon
1367
Cabot Corp
CBT
$3.61B
$45.1M 0.01%
593,510
+386,514
MAN icon
1368
ManpowerGroup
MAN
$1.36B
$45M 0.01%
1,188,461
+513,577
XYLD icon
1369
Global X S&P 500 Covered Call ETF
XYLD
$3.06B
$45M 0.01%
1,146,789
-86,801
PSN icon
1370
Parsons
PSN
$6.45B
$45M 0.01%
542,259
-324,450
SPTI icon
1371
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.58B
$44.9M 0.01%
1,554,799
+37,879
UMBF icon
1372
UMB Financial
UMBF
$9.05B
$44.8M 0.01%
378,861
+41,946
TPG icon
1373
TPG
TPG
$10B
$44.7M 0.01%
778,240
+53,183
CLH icon
1374
Clean Harbors
CLH
$12.8B
$44.7M 0.01%
192,487
-42,805
SPIB icon
1375
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$44.7M 0.01%
1,318,057
+53,201
53 54
55
56 57