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
GME icon
1576
GameStop
GME
$10.9B
$38M 0.01%
1,647,987
-767,931
IYJ icon
1577
iShares US Industrials ETF
IYJ
$1.97B
$37.8M 0.01%
256,018
-16,952
WSC icon
1578
WillScot Mobile Mini Holdings
WSC
$5.09B
$37.8M 0.01%
2,175,314
+582,401
WTFC icon
1579
Wintrust Financial
WTFC
$10.2B
$37.7M 0.01%
271,530
+51,997
CXT icon
1580
Crane NXT
CXT
$2.61B
$37.7M 0.01%
928,873
+141,070
ONB icon
1581
Old National Bancorp
ONB
$9.39B
$37.6M 0.01%
1,702,276
+170,837
BZ icon
1582
Kanzhun
BZ
$6.38B
$37.5M 0.01%
2,803,016
+1,537,888
SUI icon
1583
Sun Communities
SUI
$15.5B
$37.5M 0.01%
297,862
+99,562
JEF icon
1584
Jefferies Financial Group
JEF
$10.8B
$37.5M 0.01%
908,092
-83,725
FIGS icon
1585
FIGS
FIGS
$1.94B
$37.4M 0.01%
2,534,182
+2,257,031
PRF icon
1586
Invesco FTSE RAFI US 1000 ETF
PRF
$9.68B
$37.4M 0.01%
786,770
-28,165
TM icon
1587
Toyota
TM
$222B
$37.4M 0.01%
181,306
-93
COKE icon
1588
Coca-Cola Consolidated
COKE
$11.6B
$37.3M 0.01%
194,704
+77,192
TCAF icon
1589
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.23B
$37.2M 0.01%
1,046,181
+35,338
CRGY icon
1590
Crescent Energy
CRGY
$4.1B
$37.2M 0.01%
2,757,223
+756,633
SANM icon
1591
Sanmina
SANM
$13.3B
$37.2M 0.01%
286,954
+108,285
NUVL icon
1592
Nuvalent
NUVL
$8.32B
$37.2M 0.01%
363,098
-35,955
MOG.A icon
1593
Moog Inc Class A
MOG.A
$9.95B
$37.1M 0.01%
126,890
+62,546
KRYS icon
1594
Krystal Biotech
KRYS
$9.01B
$37.1M 0.01%
143,525
-16,070
UTF icon
1595
Cohen & Steers Infrastructure Fund
UTF
$3.02B
$37.1M 0.01%
1,432,538
+291,211
BSCU icon
1596
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.51B
$37.1M 0.01%
2,216,757
+157,979
BRBR icon
1597
BellRing Brands
BRBR
$1.2B
$37M 0.01%
2,301,647
+1,077,196
CNK icon
1598
Cinemark Holdings
CNK
$3.16B
$37M 0.01%
1,298,388
+197,986
RHP icon
1599
Ryman Hospitality Properties
RHP
$6.98B
$37M 0.01%
401,158
+32,624
MGY icon
1600
Magnolia Oil & Gas
MGY
$5.14B
$36.9M 0.01%
1,170,209
+295,451
62 63
64
65 66