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
WRD
1626
WeRide Inc
WRD
$2.51B
$35.8M 0.01%
4,419,352
+1,651,246
AMG icon
1627
Affiliated Managers Group
AMG
$8B
$35.7M 0.01%
129,121
-166,297
VNO icon
1628
Vornado Realty Trust
VNO
$6.05B
$35.7M 0.01%
1,374,429
+343,585
IRDM icon
1629
Iridium Communications
IRDM
$4.38B
$35.6M 0.01%
1,284,561
+11,342
XYLD icon
1630
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
$35.5M 0.01%
908,322
-98,259
ASO icon
1631
Academy Sports + Outdoors
ASO
$3.49B
$35.5M 0.01%
628,424
+234,945
RNR icon
1632
RenaissanceRe
RNR
$12.8B
$35.5M 0.01%
119,283
-17,413
EQNR icon
1633
Equinor
EQNR
$92B
$35.5M 0.01%
840,139
+362,866
EWA icon
1634
iShares MSCI Australia ETF
EWA
$1.36B
$35.4M 0.01%
1,275,958
+860,528
MDU icon
1635
MDU Resources
MDU
$4.7B
$35.4M 0.01%
1,707,254
+143,788
IMCG icon
1636
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.57B
$35.3M 0.01%
448,504
+15,395
KSPI icon
1637
Kaspi.kz JSC
KSPI
$16.3B
$35.2M 0.01%
475,462
+409,725
BNDX icon
1638
Vanguard Total International Bond ETF
BNDX
$77.9B
$35.1M 0.01%
731,021
+64,415
LBRT icon
1639
Liberty Energy
LBRT
$5.4B
$35.1M 0.01%
1,219,624
+428,918
IGF icon
1640
iShares Global Infrastructure ETF
IGF
$10.4B
$35.1M 0.01%
524,125
+9,904
ACLS icon
1641
Axcelis
ACLS
$5.01B
$35.1M 0.01%
377,237
+163,849
WULF icon
1642
TeraWulf
WULF
$11.5B
$35M 0.01%
2,426,811
-1,044,699
ERIE icon
1643
Erie Indemnity
ERIE
$11.3B
$35M 0.01%
139,160
+6,992
PRAX icon
1644
Praxis Precision Medicines
PRAX
$9.2B
$34.9M 0.01%
108,446
+19,246
SAIC icon
1645
Saic
SAIC
$4.05B
$34.9M 0.01%
368,037
+78,340
SPYD icon
1646
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.34B
$34.9M 0.01%
767,341
+54,814
CFR icon
1647
Cullen/Frost Bankers
CFR
$8.72B
$34.8M 0.01%
254,185
+2,549
QQEW icon
1648
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.74B
$34.8M 0.01%
273,902
+5,033
HYZD icon
1649
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$232M
$34.8M 0.01%
1,579,911
+62,478
TMSL icon
1650
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.96B
$34.8M 0.01%
948,188
+392,286
64 65
66
67 68