UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,529
New
Increased
Reduced
Closed

Top Buys

1
+$541M
2
+$517M
3
+$493M
4
WTW icon
Willis Towers Watson
WTW
+$405M
5
AMZN icon
Amazon
AMZN
+$372M

Top Sells

1
+$626M
2
+$282M
3
+$217M
4
ADBE icon
Adobe
ADBE
+$201M
5
DHR icon
Danaher
DHR
+$188M

Sector Composition

1 Technology 16.16%
2 Financials 9.64%
3 Consumer Discretionary 8.07%
4 Healthcare 8.02%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.87M ﹤0.01%
95,903
+83,742
2477
$2.87M ﹤0.01%
163,463
-19,863
2478
$2.86M ﹤0.01%
56,656
+54,366
2479
$2.86M ﹤0.01%
96,038
+94,956
2480
$2.85M ﹤0.01%
51,874
-7,958
2481
$2.85M ﹤0.01%
273,268
+29,091
2482
$2.85M ﹤0.01%
180,592
-14,228
2483
$2.85M ﹤0.01%
43,950
+3,602
2484
$2.84M ﹤0.01%
60,258
-10,855
2485
$2.84M ﹤0.01%
43,940
+28,650
2486
$2.82M ﹤0.01%
134,922
+9,285
2487
$2.82M ﹤0.01%
98,380
+6,041
2488
$2.81M ﹤0.01%
901,622
-68,566
2489
$2.8M ﹤0.01%
109,552
-45,756
2490
$2.8M ﹤0.01%
23,700
-2,642
2491
$2.8M ﹤0.01%
295,907
+98,970
2492
$2.8M ﹤0.01%
27,041
+13,441
2493
$2.79M ﹤0.01%
24,153
+14,414
2494
$2.79M ﹤0.01%
78,259
-16,799
2495
$2.79M ﹤0.01%
17,802
+17,683
2496
$2.79M ﹤0.01%
322,215
+33,050
2497
$2.78M ﹤0.01%
225,445
-178,978
2498
$2.78M ﹤0.01%
138,697
-86,207
2499
$2.78M ﹤0.01%
80,156
+6,298
2500
$2.78M ﹤0.01%
210,382
+11,601
98 99
100
101 102