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
ERAS icon
1776
Erasca
ERAS
$3.15B
$29.9M 0.01%
1,848,580
+1,678,049
WMS icon
1777
Advanced Drainage Systems
WMS
$11.2B
$29.9M 0.01%
218,057
-20,536
ENVX icon
1778
Enovix
ENVX
$1.44B
$29.9M 0.01%
5,770,071
-205,274
GTLB icon
1779
GitLab
GTLB
$4.39B
$29.8M 0.01%
1,378,270
-824,093
PDBC icon
1780
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.21B
$29.7M 0.01%
1,715,906
+975,047
EHAB icon
1781
Enhabit
EHAB
$706M
$29.7M 0.01%
2,108,496
+147,928
HAE icon
1782
Haemonetics
HAE
$2.56B
$29.7M 0.01%
526,617
-13,060
HRB icon
1783
H&R Block
HRB
$4.69B
$29.7M 0.01%
934,695
-222
AG icon
1784
First Majestic Silver
AG
$10.8B
$29.6M 0.01%
1,378,842
+250,491
IBDX icon
1785
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.64B
$29.6M 0.01%
1,170,880
+206,333
SCHE icon
1786
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$29.6M 0.01%
896,838
+217,247
CSW
1787
CSW Industrials
CSW
$4.47B
$29.5M 0.01%
113,380
-22,441
PNQI icon
1788
Invesco NASDAQ Internet ETF
PNQI
$566M
$29.4M 0.01%
656,937
-55,006
BRKR icon
1789
Bruker
BRKR
$6.72B
$29.3M 0.01%
809,896
-190,571
DNN icon
1790
Denison Mines
DNN
$3.38B
$29.2M 0.01%
8,283,364
+531,379
BAM icon
1791
Brookfield Asset Management
BAM
$81.5B
$29.1M 0.01%
654,494
+86,714
LIF
1792
Life360
LIF
$3.55B
$29.1M 0.01%
712,601
+120,953
TS icon
1793
Tenaris
TS
$30.2B
$29M 0.01%
498,978
+276,246
IMTM icon
1794
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.92B
$28.9M 0.01%
602,524
+53,435
COLM icon
1795
Columbia Sportswear
COLM
$3.22B
$28.9M 0.01%
527,378
-90,534
CWEN icon
1796
Clearway Energy Class C
CWEN
$5.94B
$28.9M 0.01%
735,410
-179,345
BBVA icon
1797
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
$28.9M 0.01%
1,333,079
+639,666
ESGV icon
1798
Vanguard ESG US Stock ETF
ESGV
$12.9B
$28.9M 0.01%
257,097
-8,414
ASB icon
1799
Associated Banc-Corp
ASB
$5.39B
$28.9M 0.01%
1,116,021
+588,614
QYLD icon
1800
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.39B
$28.8M 0.01%
1,681,653
-101,588
70 71
72
73 74