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
2651
$2.31M ﹤0.01%
47,824
-4,231
2652
$2.31M ﹤0.01%
44,979
+84
2653
$2.31M ﹤0.01%
24,345
+553
2654
$2.3M ﹤0.01%
62,954
+41,771
2655
$2.3M ﹤0.01%
65,963
+15,002
2656
$2.3M ﹤0.01%
172,353
-117,010
2657
$2.29M ﹤0.01%
33,488
-7,612
2658
$2.29M ﹤0.01%
37,464
+7,829
2659
$2.29M ﹤0.01%
38,492
+576
2660
$2.29M ﹤0.01%
63,730
+16,446
2661
$2.29M ﹤0.01%
44,842
-9,279
2662
$2.28M ﹤0.01%
34,741
+30,739
2663
$2.28M ﹤0.01%
524,414
+420,611
2664
$2.28M ﹤0.01%
37,606
-28,662
2665
$2.28M ﹤0.01%
240,251
+19,094
2666
$2.27M ﹤0.01%
174,838
-2,070
2667
$2.27M ﹤0.01%
479,372
+19,421
2668
$2.26M ﹤0.01%
83,653
-600
2669
$2.26M ﹤0.01%
45,877
+2,450
2670
$2.25M ﹤0.01%
138,266
+1,883
2671
$2.25M ﹤0.01%
450,859
+79,432
2672
$2.24M ﹤0.01%
73,563
-8,377
2673
$2.24M ﹤0.01%
18,669
-8,436
2674
$2.24M ﹤0.01%
29,872
+67
2675
$2.23M ﹤0.01%
44,161
-5,551
105 106
107
108 109