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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$1.29M ﹤0.01%
119,248
-3,677
2727
$1.29M ﹤0.01%
123,001
-52,243
2728
$1.29M ﹤0.01%
21,241
+972
2729
$1.29M ﹤0.01%
86,896
-71,974
2730
$1.29M ﹤0.01%
652,328
-19,052
2731
$1.28M ﹤0.01%
25,927
+7,647
2732
$1.28M ﹤0.01%
23,688
+2,206
2733
$1.28M ﹤0.01%
51,321
-574
2734
$1.27M ﹤0.01%
24,602
-18,870
2735
$1.27M ﹤0.01%
58,437
-15,630
2736
$1.27M ﹤0.01%
76,353
-10,232
2737
$1.26M ﹤0.01%
16,650
-6,486
2738
$1.26M ﹤0.01%
29,783
+2,664
2739
$1.26M ﹤0.01%
23,814
-119,066
2740
$1.26M ﹤0.01%
25,930
+2,338
2741
$1.26M ﹤0.01%
40,319
-29,357
2742
$1.25M ﹤0.01%
24,540
-36,462
2743
$1.25M ﹤0.01%
84,780
+7,462
2744
$1.25M ﹤0.01%
86,845
+9,061
2745
$1.25M ﹤0.01%
100,777
-756
2746
$1.25M ﹤0.01%
124,283
-7,929
2747
$1.25M ﹤0.01%
38,388
+6,474
2748
$1.25M ﹤0.01%
22,305
+3,613
2749
$1.24M ﹤0.01%
78,717
+49,570
2750
$1.24M ﹤0.01%
35,772
+7,189
108 109
110
111 112