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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$2.21M ﹤0.01%
642,992
+161,981
2502
$2.2M ﹤0.01%
535,572
-365,822
2503
$2.19M ﹤0.01%
173,149
-123
2504
$2.19M ﹤0.01%
208,562
+138,777
2505
$2.19M ﹤0.01%
55,013
-2,915
2506
$2.19M ﹤0.01%
223,316
-207,009
2507
$2.19M ﹤0.01%
254,105
-6,538
2508
$2.19M ﹤0.01%
60,875
-58,368
2509
$2.19M ﹤0.01%
90,511
-24,294
2510
$2.19M ﹤0.01%
50,069
-9,434
2511
$2.19M ﹤0.01%
199,727
-54,349
2512
$2.18M ﹤0.01%
219,789
-3,630
2513
$2.18M ﹤0.01%
54,915
+4,410
2514
$2.18M ﹤0.01%
69,243
+22,067
2515
$2.18M ﹤0.01%
19,109
-62
2516
$2.18M ﹤0.01%
48,117
-67,625
2517
$2.18M ﹤0.01%
111,273
-34,980
2518
$2.17M ﹤0.01%
97,220
-107,993
2519
$2.17M ﹤0.01%
124,540
+31,486
2520
$2.17M ﹤0.01%
71,481
+68,916
2521
$2.17M ﹤0.01%
206,093
+107,655
2522
$2.16M ﹤0.01%
22,242
-1,246
2523
$2.16M ﹤0.01%
57,367
-693
2524
$2.16M ﹤0.01%
48,922
+6,601
2525
$2.16M ﹤0.01%
34,170
+2,872
99 100
101
102 103