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
251
$171M 0.08%
1,688,293
-39,898
252
$170M 0.08%
3,136,047
+36,978
253
$169M 0.08%
7,215,703
+887,311
254
$167M 0.08%
3,023,562
+49,642
255
$166M 0.08%
729,013
-4,621
256
$165M 0.08%
2,714,910
+340,430
257
$163M 0.08%
1,771,551
+103,391
258
$163M 0.08%
3,228,348
-669,903
259
$163M 0.08%
1,915,448
+586,644
260
$162M 0.07%
970,101
-47,911
261
$158M 0.07%
1,352,479
-192,999
262
$158M 0.07%
1,905,457
-2,529,398
263
$157M 0.07%
769,969
+24,590
264
$157M 0.07%
1,788,746
-56,657
265
$157M 0.07%
5,015,757
+348,630
266
$155M 0.07%
9,724,969
-497,017
267
$153M 0.07%
4,829,403
+475,398
268
$152M 0.07%
1,028,365
+681,150
269
$150M 0.07%
2,059,720
+2,510
270
$150M 0.07%
1,584,407
+37,630
271
$150M 0.07%
2,026,783
-264,632
272
$148M 0.07%
3,555,333
+1,942,001
273
$148M 0.07%
1,495,449
-221,799
274
$147M 0.07%
3,005,991
+32,797
275
$145M 0.07%
2,168,804
-56,180
9 10
11
12 13