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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
10,257
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 20.05%
2 Financials 9.94%
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
SHOP icon
201
Shopify
SHOP
$146B
$561M 0.1%
4,730,646
+1,903,352
LQD icon
202
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$556M 0.1%
5,103,672
-597,345
MDT icon
203
Medtronic
MDT
$103B
$556M 0.1%
6,412,252
+2,241,365
VYM icon
204
Vanguard High Dividend Yield ETF
VYM
$79.6B
$551M 0.1%
3,722,386
+844,133
RSG icon
205
Republic Services
RSG
$63.9B
$551M 0.1%
2,513,711
+305,840
GILD icon
206
Gilead Sciences
GILD
$154B
$548M 0.1%
3,930,216
-849,463
JPST icon
207
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$547M 0.1%
10,811,549
+1,342,151
PTGX icon
208
Protagonist Therapeutics
PTGX
$7.18B
$546M 0.1%
5,177,796
+2,407,775
SCHW
209
Charles Schwab
SCHW
$159B
$543M 0.1%
5,779,000
-1,586,471
SYK icon
210
Stryker
SYK
$118B
$541M 0.1%
1,646,714
+174,744
EOG icon
211
EOG Resources
EOG
$70.6B
$541M 0.1%
3,739,954
-846,403
WBD icon
212
Warner Bros
WBD
$68.2B
$537M 0.1%
19,572,331
-13,767,413
MCK icon
213
McKesson
MCK
$93.7B
$527M 0.09%
609,491
-11,137
DELL icon
214
Dell
DELL
$266B
$527M 0.09%
3,212,485
+33,477
ADBE icon
215
Adobe
ADBE
$83.6B
$526M 0.09%
2,162,528
+540,311
GD icon
216
General Dynamics
GD
$97.7B
$524M 0.09%
1,525,902
+496,714
AMP icon
217
Ameriprise Financial
AMP
$41.6B
$518M 0.09%
1,166,069
+143,661
SGOV icon
218
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.8B
$517M 0.09%
5,134,550
+2,543,358
SMH icon
219
VanEck Semiconductor ETF
SMH
$73.9B
$515M 0.09%
1,342,701
-174,586
NSC icon
220
Norfolk Southern
NSC
$69.5B
$510M 0.09%
1,778,069
+725,709
XLY icon
221
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$510M 0.09%
4,679,756
+1,676,860
WM icon
222
Waste Management
WM
$87.1B
$508M 0.09%
2,210,332
+271,848
ABVX
223
Abivax
ABVX
$7.85B
$506M 0.09%
4,547,406
+123,500
MO icon
224
Altria Group
MO
$117B
$499M 0.09%
7,559,011
-784,795
BND icon
225
Vanguard Total Bond Market
BND
$157B
$498M 0.09%
6,762,413
+546,497
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9
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