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
RGA icon
1676
Reinsurance Group of America
RGA
$13.8B
$33.9M 0.01%
166,089
+32,842
SYRE icon
1677
Spyre Therapeutics
SYRE
$6.52B
$33.9M 0.01%
671,235
-9,331
EGP icon
1678
EastGroup Properties
EGP
$11B
$33.8M 0.01%
182,844
-94,568
ASHR icon
1679
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.83B
$33.7M 0.01%
1,033,499
-224,687
NTES icon
1680
NetEase
NTES
$74B
$33.7M 0.01%
300,802
-125,100
OIH icon
1681
VanEck Oil Services ETF
OIH
$2.36B
$33.7M 0.01%
83,297
-281,572
TRI icon
1682
Thomson Reuters
TRI
$40.6B
$33.7M 0.01%
368,277
-65,073
UFPT icon
1683
UFP Technologies
UFPT
$1.78B
$33.6M 0.01%
173,740
-15,663
MSM icon
1684
MSC Industrial Direct
MSM
$5.82B
$33.6M 0.01%
364,319
-30,828
GL icon
1685
Globe Life
GL
$11.9B
$33.6M 0.01%
241,395
+18,136
OPEN icon
1686
Opendoor
OPEN
$4.83B
$33.6M 0.01%
7,176,533
+1,698,960
NUSC icon
1687
Nuveen ESG Small-Cap ETF
NUSC
$1.3B
$33.5M 0.01%
743,707
+405,052
MAT icon
1688
Mattel
MAT
$4.47B
$33.5M 0.01%
2,304,897
+591,947
PEB icon
1689
Pebblebrook Hotel Trust
PEB
$1.67B
$33.5M 0.01%
2,649,823
-70,495
PTON icon
1690
Peloton Interactive
PTON
$2.42B
$33.4M 0.01%
7,793,980
+4,900,668
SRRK icon
1691
Scholar Rock
SRRK
$5.77B
$33.4M 0.01%
679,784
-225,648
PBA icon
1692
Pembina Pipeline
PBA
$26.6B
$33.4M 0.01%
746,210
-584,759
OLN icon
1693
Olin
OLN
$3.06B
$33.4M 0.01%
1,122,054
+23,742
EPRT icon
1694
Essential Properties Realty Trust
EPRT
$6.79B
$33.3M 0.01%
1,097,119
+690,766
NFG icon
1695
National Fuel Gas
NFG
$7.56B
$33.2M 0.01%
353,151
+97,641
JPC icon
1696
Nuveen Preferred & Income Opportunities Fund
JPC
$2.98B
$33.2M 0.01%
4,399,194
+84,221
AAON icon
1697
Aaon
AAON
$11.4B
$33.2M 0.01%
400,744
-60,256
KYIV
1698
Kyivstar Group
KYIV
$3.07B
$33.1M 0.01%
3,275,086
+2,523,764
LRGE icon
1699
ClearBridge Large Cap Growth Select ETF
LRGE
$450M
$33.1M 0.01%
440,153
+293,557
RECS icon
1700
Columbia Research Enhanced Core ETF
RECS
$5.48B
$33.1M 0.01%
848,908
+332,559
66 67
68
69 70