UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Return 17.78%
 

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 Quarter Return
+2.26%
1 Year Return
+17.78%
3 Year Return
+59.77%
5 Year Return
+91.78%
10 Year Return
+181.19%
AUM
$118B
AUM Growth
–
Cap. Flow
+$118B
Cap. Flow %
99.92%
Top 10 Hldgs %
13.36%
Holding
6,875
New
6,747
Increased
–
Reduced
–
Closed
–

Top Buys

1
SPY icon
SPDR S&P 500 ETF Trust
SPY
$4.2B
2
AAPL icon
Apple
AAPL
$2.09B
3
UBS icon
UBS Group
UBS
$1.68B
4
MSFT icon
Microsoft
MSFT
$1.34B
5
QCOM icon
Qualcomm
QCOM
$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
WMB icon
176
Williams Companies
WMB
$70.3B
$153M 0.11%
+3,405,274
New +$153M
VXF icon
177
Vanguard Extended Market ETF
VXF
$24B
$153M 0.11%
+1,740,330
New +$153M
XLP icon
178
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
$153M 0.11%
+3,146,599
New +$153M
GIS icon
179
General Mills
GIS
$26.5B
$150M 0.1%
+2,813,680
New +$150M
V icon
180
Visa
V
$680B
$148M 0.1%
+2,261,452
New +$148M
AMP icon
181
Ameriprise Financial
AMP
$48.3B
$148M 0.1%
+1,120,825
New +$148M
VOT icon
182
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$147M 0.1%
+1,444,682
New +$147M
MS icon
183
Morgan Stanley
MS
$240B
$146M 0.1%
+3,764,376
New +$146M
EEP
184
DELISTED
Enbridge Energy Partners
EEP
$146M 0.1%
+3,649,812
New +$146M
WPC icon
185
W.P. Carey
WPC
$14.6B
$144M 0.1%
+2,095,928
New +$144M
PNC icon
186
PNC Financial Services
PNC
$81.6B
$141M 0.1%
+1,543,708
New +$141M
IEMG icon
187
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$140M 0.1%
+2,980,027
New +$140M
MTW icon
188
Manitowoc
MTW
$357M
$137M 0.1%
+6,855,420
New +$137M
BSV icon
189
Vanguard Short-Term Bond ETF
BSV
$38.4B
$137M 0.1%
+1,716,461
New +$137M
GS icon
190
Goldman Sachs
GS
$227B
$136M 0.1%
+702,649
New +$136M
COST icon
191
Costco
COST
$424B
$136M 0.09%
+957,881
New +$136M
XLY icon
192
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
$135M 0.09%
+1,877,333
New +$135M
TLT icon
193
iShares 20+ Year Treasury Bond ETF
TLT
$48.1B
$135M 0.09%
+1,073,089
New +$135M
DISH
194
DELISTED
DISH Network Corp.
DISH
$133M 0.09%
+1,830,780
New +$133M
ICE icon
195
Intercontinental Exchange
ICE
$99.9B
$133M 0.09%
+3,033,475
New +$133M
KRFT
196
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$133M 0.09%
+2,121,477
New +$133M
SPLV icon
197
Invesco S&P 500 Low Volatility ETF
SPLV
$7.99B
$133M 0.09%
+3,491,662
New +$133M
TMO icon
198
Thermo Fisher Scientific
TMO
$185B
$132M 0.09%
+1,053,073
New +$132M
ATHM icon
199
Autohome
ATHM
$3.39B
$131M 0.09%
+3,596,963
New +$131M
EWZ icon
200
iShares MSCI Brazil ETF
EWZ
$5.39B
$131M 0.09%
+3,574,686
New +$131M
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8
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