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
$202B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,528
New
Increased
Reduced
Closed

Top Buys

1
+$880M
2
+$583M
3
+$528M
4
AMZN icon
Amazon
AMZN
+$340M
5
AAPL icon
Apple
AAPL
+$289M

Top Sells

1
+$524M
2
+$337M
3
+$308M
4
WPZ
Williams Partners L.P.
WPZ
+$274M
5
SBUX icon
Starbucks
SBUX
+$262M

Sector Composition

1 Technology 11.56%
2 Financials 8.88%
3 Healthcare 8.04%
4 Consumer Discretionary 6.63%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$1.57M ﹤0.01%
80,750
+3,431
2777
$1.56M ﹤0.01%
23,133
+4,588
2778
$1.56M ﹤0.01%
24,662
-32,394
2779
$1.56M ﹤0.01%
80,960
+42,036
2780
$1.56M ﹤0.01%
23,204
+6,548
2781
$1.56M ﹤0.01%
56,821
+2,518
2782
$1.56M ﹤0.01%
261,474
-24,035
2783
$1.56M ﹤0.01%
1,038,650
-17,100
2784
$1.56M ﹤0.01%
27,648
+8,064
2785
$1.55M ﹤0.01%
83,369
-111,251
2786
$1.55M ﹤0.01%
24,362
+3,664
2787
$1.55M ﹤0.01%
52,086
+4,615
2788
$1.55M ﹤0.01%
2,237
+487
2789
$1.55M ﹤0.01%
83,636
-62,116
2790
$1.55M ﹤0.01%
258,733
-611
2791
$1.55M ﹤0.01%
27,885
+125
2792
$1.55M ﹤0.01%
43,354
-54,468
2793
$1.55M ﹤0.01%
1,793
+1,313
2794
$1.54M ﹤0.01%
79,329
-8,313
2795
$1.53M ﹤0.01%
278,549
+78,418
2796
$1.53M ﹤0.01%
47,367
-7,880
2797
$1.53M ﹤0.01%
22,310
+1,680
2798
$1.53M ﹤0.01%
28,026
-3,053
2799
$1.53M ﹤0.01%
84,452
-44,694
2800
$1.53M ﹤0.01%
41,826
-287
110 111
112
113 114