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
$151B
AUM Growth
+$9.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,277
New
Increased
Reduced
Closed

Top Buys

1
+$527M
2
+$500M
3
+$297M
4
SU icon
Suncor Energy
SU
+$296M
5
CERN
Cerner Corp
CERN
+$272M

Top Sells

1
+$760M
2
+$551M
3
+$530M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$448M
5
AER icon
AerCap
AER
+$321M

Sector Composition

1 Financials 8.94%
2 Technology 8.03%
3 Healthcare 7.42%
4 Industrials 6.17%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$113M 0.07%
921,509
+56,805
252
$113M 0.07%
3,195,623
-4,249,923
253
$113M 0.07%
3,624,781
-8,999
254
$113M 0.07%
1,404,980
-60,458
255
$112M 0.07%
2,281,068
-429,491
256
$112M 0.07%
1,005,401
-97,049
257
$112M 0.07%
4,358,750
-983,050
258
$111M 0.07%
1,446,191
+80,072
259
$110M 0.07%
911,031
-246,004
260
$108M 0.07%
2,042,594
+168,449
261
$107M 0.07%
6,929,950
+206,606
262
$107M 0.07%
1,269,288
-1,034,446
263
$106M 0.07%
4,057,766
-2,815,726
264
$105M 0.07%
2,438,873
+86,042
265
$105M 0.07%
3,778,122
+769,978
266
$104M 0.07%
3,318,621
+839,477
267
$104M 0.07%
883,333
-92,846
268
$104M 0.07%
2,088,389
+224,319
269
$104M 0.07%
3,586,758
+489,284
270
$102M 0.07%
1,603,004
-167,373
271
$102M 0.07%
7,316,200
+1,193,500
272
$102M 0.07%
1,222,981
-310,471
273
$102M 0.07%
3,879,789
-190,822
274
$102M 0.07%
3,438,721
-2,194,644
275
$101M 0.07%
841,516
+60,448
9 10
11
12 13