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
$239B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,529
New
Increased
Reduced
Closed

Top Buys

1
+$541M
2
+$517M
3
+$493M
4
WTW icon
Willis Towers Watson
WTW
+$405M
5
AMZN icon
Amazon
AMZN
+$372M

Top Sells

1
+$626M
2
+$282M
3
+$217M
4
ADBE icon
Adobe
ADBE
+$201M
5
DHR icon
Danaher
DHR
+$188M

Sector Composition

1 Technology 16.16%
2 Financials 9.64%
3 Consumer Discretionary 8.07%
4 Healthcare 8.02%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$1.92M ﹤0.01%
35,682
-15,411
2777
$1.91M ﹤0.01%
339,304
+97,440
2778
$1.91M ﹤0.01%
39,180
-47,379
2779
$1.91M ﹤0.01%
36,942
-37,019
2780
$1.91M ﹤0.01%
325,547
+50,314
2781
$1.9M ﹤0.01%
308,255
-267
2782
$1.9M ﹤0.01%
85,296
+8,087
2783
$1.9M ﹤0.01%
16,734
-1,809
2784
$1.9M ﹤0.01%
75,844
+3,556
2785
$1.89M ﹤0.01%
39,539
+8,372
2786
$1.89M ﹤0.01%
68,979
+26,251
2787
$1.89M ﹤0.01%
170,571
+87,135
2788
$1.88M ﹤0.01%
16,643
-1,593
2789
$1.88M ﹤0.01%
19,322
-16,258
2790
$1.88M ﹤0.01%
29,168
+1,110
2791
$1.88M ﹤0.01%
112,287
+3,278
2792
$1.88M ﹤0.01%
81,621
-6,062
2793
$1.88M ﹤0.01%
104,839
+83,772
2794
$1.87M ﹤0.01%
26,755
+14,611
2795
$1.87M ﹤0.01%
29,024
+13,548
2796
$1.87M ﹤0.01%
53,952
-5,456
2797
$1.87M ﹤0.01%
34,736
+8,714
2798
$1.87M ﹤0.01%
7,225
-4,588
2799
$1.87M ﹤0.01%
109,274
+90,544
2800
$1.86M ﹤0.01%
41,771
-5,744
110 111
112
113 114