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
2751
$1.24M ﹤0.01%
848,284
-143,558
2752
$1.24M ﹤0.01%
99,581
+77,164
2753
$1.24M ﹤0.01%
98,256
-6,704
2754
$1.24M ﹤0.01%
188,060
-92,181
2755
$1.23M ﹤0.01%
2,022,984
+522,651
2756
$1.23M ﹤0.01%
130,114
+19,141
2757
$1.23M ﹤0.01%
19,605
+599
2758
$1.23M ﹤0.01%
366,051
-369,270
2759
$1.23M ﹤0.01%
113,635
+17,772
2760
$1.23M ﹤0.01%
66,130
-25,038
2761
$1.23M ﹤0.01%
26,573
-896
2762
$1.23M ﹤0.01%
32,969
-3,073
2763
$1.22M ﹤0.01%
49,040
-1,118
2764
$1.22M ﹤0.01%
99,217
-8,481
2765
$1.22M ﹤0.01%
79,261
-97,936
2766
$1.21M ﹤0.01%
38,886
-8,436
2767
$1.21M ﹤0.01%
147,834
-36,319
2768
$1.21M ﹤0.01%
40,872
+414
2769
$1.21M ﹤0.01%
29,486
+11,846
2770
$1.21M ﹤0.01%
81,461
-115,550
2771
$1.21M ﹤0.01%
13,752
-37,648
2772
$1.21M ﹤0.01%
20,242
-29,444
2773
$1.21M ﹤0.01%
31,281
-30,932
2774
$1.21M ﹤0.01%
80,032
-52,444
2775
$1.21M ﹤0.01%
108,441
-32,816
109 110
111
112 113