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
NYT icon
1426
New York Times
NYT
$12.9B
$45.9M 0.01%
548,288
+23,164
GVA icon
1427
Granite Construction
GVA
$6.21B
$45.9M 0.01%
382,517
-265,072
MIRM icon
1428
Mirum Pharmaceuticals
MIRM
$6.53B
$45.7M 0.01%
494,994
+174,211
HL icon
1429
Hecla Mining
HL
$12.5B
$45.7M 0.01%
2,453,264
+664,160
SR icon
1430
Spire
SR
$5.07B
$45.6M 0.01%
504,189
+119,986
KLAR
1431
Klarna Group
KLAR
$5.47B
$45.6M 0.01%
3,485,306
+2,109,058
ISTB icon
1432
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.74B
$45.6M 0.01%
941,355
-3,687
UEC icon
1433
Uranium Energy
UEC
$7.43B
$45.6M 0.01%
3,378,986
+1,485,438
ZWS icon
1434
Zurn Elkay Water Solutions
ZWS
$8.54B
$45.6M 0.01%
1,016,213
+649,748
XAGG
1435
Eaton Vance Income Opportunities ETF
XAGG
$971M
$45.5M 0.01%
917,164
+460,149
SLDE
1436
Slide Insurance Holdings
SLDE
$2.11B
$45.5M 0.01%
2,529,393
+2,420,445
DOX icon
1437
Amdocs
DOX
$6.86B
$45.5M 0.01%
696,708
+234,946
ATAT icon
1438
Atour Lifestyle Holdings
ATAT
$5.18B
$45.4M 0.01%
1,234,182
+79,548
OC icon
1439
Owens Corning
OC
$9.8B
$45.3M 0.01%
418,613
+151,734
HEDG
1440
Equable Shares Hedged Equity ETF
HEDG
$400M
$45M 0.01%
1,552,728
-223,395
LUNR icon
1441
Intuitive Machines
LUNR
$4.63B
$45M 0.01%
2,422,235
-673,148
XMMO icon
1442
Invesco S&P MidCap Momentum ETF
XMMO
$7.01B
$44.9M 0.01%
309,745
+24,353
MKTX icon
1443
MarketAxess Holdings
MKTX
$5.24B
$44.9M 0.01%
272,238
+170,283
PSN icon
1444
Parsons
PSN
$5.26B
$44.9M 0.01%
828,528
+152,594
PTA icon
1445
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.09B
$44.7M 0.01%
2,387,875
+53,131
GAP
1446
The Gap Inc
GAP
$8.54B
$44.7M 0.01%
1,847,223
-192,079
NSA icon
1447
National Storage Affiliates Trust
NSA
$3.37B
$44.6M 0.01%
1,182,504
+302,370
PHO icon
1448
Invesco Water Resources ETF
PHO
$2.05B
$44.6M 0.01%
667,470
+274,405
AMTM
1449
Amentum Holdings
AMTM
$5.98B
$44.6M 0.01%
1,710,775
+1,504,673
SMMD icon
1450
iShares Russell 2500 ETF
SMMD
$3.05B
$44.6M 0.01%
583,871
+184,772
56 57
58
59 60