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
$128B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,362
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$259M
3
+$224M
4
UBS icon
UBS Group
UBS
+$201M
5
DIS icon
Walt Disney
DIS
+$190M

Top Sells

1
+$645M
2
+$406M
3
+$344M
4
TD icon
Toronto Dominion Bank
TD
+$245M
5
BEAV
B/E Aerospace Inc
BEAV
+$198M

Sector Composition

1 Healthcare 8.38%
2 Financials 7.7%
3 Technology 6.87%
4 Industrials 6.65%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$1.21M ﹤0.01%
97,471
-15,298
2552
$1.2M ﹤0.01%
22,962
-258
2553
$1.2M ﹤0.01%
73,304
-13,921
2554
$1.2M ﹤0.01%
109,182
-3,129
2555
$1.2M ﹤0.01%
48,385
+7,394
2556
$1.19M ﹤0.01%
58,810
-245,767
2557
$1.19M ﹤0.01%
79,204
+49,953
2558
$1.19M ﹤0.01%
129,562
-8,525
2559
$1.19M ﹤0.01%
109,490
-52,825
2560
$1.18M ﹤0.01%
52,491
-7,755
2561
$1.18M ﹤0.01%
22,656
+12,304
2562
$1.18M ﹤0.01%
16,226
-223
2563
$1.17M ﹤0.01%
65,828
+13,312
2564
$1.17M ﹤0.01%
332,691
-13,178
2565
$1.17M ﹤0.01%
69,080
+6,319
2566
$1.17M ﹤0.01%
100,205
+2,367
2567
$1.17M ﹤0.01%
1,306
-63
2568
$1.17M ﹤0.01%
39,067
-609
2569
$1.16M ﹤0.01%
99,441
+71,566
2570
$1.16M ﹤0.01%
20,697
+399
2571
$1.16M ﹤0.01%
9,097
-1,529
2572
$1.16M ﹤0.01%
13,695
+5,315
2573
$1.16M ﹤0.01%
101,672
+16,867
2574
$1.16M ﹤0.01%
26,334
-10,061
2575
$1.16M ﹤0.01%
38,372
+8,461
101 102
103
104 105