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
JPLD icon
1476
JPMorgan Limited Duration Bond ETF
JPLD
$3.78B
$43.6M 0.01%
835,208
-212,327
FRT icon
1477
Federal Realty Investment Trust
FRT
$9.99B
$43.4M 0.01%
408,816
+26,633
NNN icon
1478
NNN REIT
NNN
$8.44B
$43.4M 0.01%
1,031,942
+439,481
WTRG icon
1479
Essential Utilities
WTRG
$10.6B
$43.4M 0.01%
1,076,752
-28,250
ALSN icon
1480
Allison Transmission
ALSN
$10.3B
$43.3M 0.01%
370,289
-881,908
BOTZ icon
1481
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.74B
$43.3M 0.01%
1,304,255
+145,788
JNK icon
1482
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.27B
$43.3M 0.01%
452,228
+124,108
HEDJ icon
1483
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
$43.3M 0.01%
827,237
+9,528
LAMR icon
1484
Lamar Advertising Co
LAMR
$16B
$43.3M 0.01%
341,472
-34,562
PLNT icon
1485
Planet Fitness
PLNT
$3.64B
$43.2M 0.01%
581,343
-200,971
ADT icon
1486
ADT
ADT
$5.43B
$43.2M 0.01%
6,570,319
+4,471,204
ESI icon
1487
Element Solutions
ESI
$10.7B
$43.1M 0.01%
1,261,814
+81,788
URA icon
1488
Global X Uranium ETF
URA
$7.76B
$43M 0.01%
886,986
-268,189
LAUR icon
1489
Laureate Education
LAUR
$4.59B
$43M 0.01%
1,232,810
+317,157
CRUS icon
1490
Cirrus Logic
CRUS
$8.76B
$42.9M 0.01%
296,922
-99,248
MTH icon
1491
Meritage Homes
MTH
$4.35B
$42.8M 0.01%
691,590
+416,067
SAIA icon
1492
Saia
SAIA
$12B
$42.7M 0.01%
121,692
+79,083
FHB icon
1493
First Hawaiian
FHB
$3.33B
$42.6M 0.01%
1,729,729
+601,727
SIL icon
1494
Global X Silver Miners ETF NEW
SIL
$5.8B
$42.6M 0.01%
472,590
+131,544
CNH
1495
CNH Industrial
CNH
$13.6B
$42.4M 0.01%
3,858,007
-3,786,407
ESGU icon
1496
iShares ESG Aware MSCI USA ETF
ESGU
$17B
$42.4M 0.01%
299,510
+5,151
CNM icon
1497
Core & Main
CNM
$9.24B
$42.4M 0.01%
857,414
+370,070
IBP icon
1498
Installed Building Products
IBP
$5.93B
$42.3M 0.01%
159,437
-30,145
RSPG icon
1499
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$586M
$42.1M 0.01%
385,035
+119,501
HASI icon
1500
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.25B
$42.1M 0.01%
1,146,158
+69,222
58 59
60
61 62