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
2576
$2.06M ﹤0.01%
148,717
+29,072
2577
$2.05M ﹤0.01%
23,052
-35,264
2578
$2.05M ﹤0.01%
82,527
+14,598
2579
$2.05M ﹤0.01%
58,694
+46,920
2580
$2.05M ﹤0.01%
200,986
-51,198
2581
$2.05M ﹤0.01%
65,974
-67,262
2582
$2.05M ﹤0.01%
198,911
-133,140
2583
$2.05M ﹤0.01%
24,629
+13,453
2584
$2.05M ﹤0.01%
32,227
-380,943
2585
$2.05M ﹤0.01%
28,629
+855
2586
$2.04M ﹤0.01%
21,655
+19,132
2587
$2.04M ﹤0.01%
31,102
+9,875
2588
$2.04M ﹤0.01%
141,590
-44,235
2589
$2.04M ﹤0.01%
138,169
-8,142
2590
$2.04M ﹤0.01%
182,614
+34,317
2591
$2.03M ﹤0.01%
243,921
-509,730
2592
$2.03M ﹤0.01%
166,209
-27,359
2593
$2.02M ﹤0.01%
84,326
+5,233
2594
$2.02M ﹤0.01%
158,970
-3,238
2595
$2.02M ﹤0.01%
21,151
+4,688
2596
$2.01M ﹤0.01%
140,008
-31,914
2597
$2.01M ﹤0.01%
86,712
-115,367
2598
$2.01M ﹤0.01%
14,657
-3,154
2599
$2M ﹤0.01%
76,136
+14,193
2600
$2M ﹤0.01%
72,165
+13,423
102 103
104
105 106