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
2601
$2.46M ﹤0.01%
79,199
-1,468
2602
$2.45M ﹤0.01%
112,963
-2,724
2603
$2.45M ﹤0.01%
117,723
+2,973
2604
$2.45M ﹤0.01%
141,774
+35,432
2605
$2.45M ﹤0.01%
55,810
+42,989
2606
$2.45M ﹤0.01%
205,608
+5,506
2607
$2.45M ﹤0.01%
57,519
-41,686
2608
$2.44M ﹤0.01%
118,908
+99,347
2609
$2.44M ﹤0.01%
61,567
-15,001
2610
$2.44M ﹤0.01%
199,124
-7,262
2611
$2.44M ﹤0.01%
135,372
-1,973
2612
$2.44M ﹤0.01%
47,020
-41,629
2613
$2.43M ﹤0.01%
73,118
+1,342
2614
$2.43M ﹤0.01%
528,802
+4,898
2615
$2.42M ﹤0.01%
5,413
+4,141
2616
$2.42M ﹤0.01%
+95,642
2617
$2.42M ﹤0.01%
165,689
+30,438
2618
$2.42M ﹤0.01%
63,738
+1,299
2619
$2.42M ﹤0.01%
26,979
-33,708
2620
$2.42M ﹤0.01%
155,757
+33,950
2621
$2.42M ﹤0.01%
44,294
+43,044
2622
$2.41M ﹤0.01%
21,460
+302
2623
$2.41M ﹤0.01%
47,816
+1,582
2624
$2.4M ﹤0.01%
117,546
+5,773
2625
$2.4M ﹤0.01%
232,225
+14,713
103 104
105
106 107