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
2501
$2.78M ﹤0.01%
582,408
-104,894
2502
$2.78M ﹤0.01%
75,245
+7,236
2503
$2.78M ﹤0.01%
180,977
-9,150
2504
$2.77M ﹤0.01%
71,782
+67,812
2505
$2.76M ﹤0.01%
66,729
+7,539
2506
$2.76M ﹤0.01%
96,686
+4,460
2507
$2.75M ﹤0.01%
19,793
+19,394
2508
$2.75M ﹤0.01%
110,110
-21,368
2509
$2.75M ﹤0.01%
101,159
+12,668
2510
$2.74M ﹤0.01%
25,267
+8,105
2511
$2.74M ﹤0.01%
57,172
+50,720
2512
$2.74M ﹤0.01%
304,321
-199,517
2513
$2.73M ﹤0.01%
32,666
-6,782
2514
$2.73M ﹤0.01%
248,243
+8,215
2515
$2.73M ﹤0.01%
34,586
+2,918
2516
$2.73M ﹤0.01%
55,493
-20,759
2517
$2.73M ﹤0.01%
15,091
-193,879
2518
$2.73M ﹤0.01%
129,161
+84,305
2519
$2.73M ﹤0.01%
42,960
+40,485
2520
$2.72M ﹤0.01%
152,595
+4,827
2521
$2.72M ﹤0.01%
214,756
+109,637
2522
$2.72M ﹤0.01%
174,984
-41,153
2523
$2.72M ﹤0.01%
42,889
+33,704
2524
$2.71M ﹤0.01%
278,699
+251,520
2525
$2.71M ﹤0.01%
90,722
+79,879
99 100
101
102 103