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
2851
$1.72M ﹤0.01%
35,533
+13,614
2852
$1.72M ﹤0.01%
81,606
+16,476
2853
$1.72M ﹤0.01%
23,883
-5,149
2854
$1.72M ﹤0.01%
51,036
-6,780
2855
$1.71M ﹤0.01%
116,854
-2,070
2856
$1.71M ﹤0.01%
76,636
-22,911
2857
$1.71M ﹤0.01%
23,669
+2,237
2858
$1.71M ﹤0.01%
21,216
+19,191
2859
$1.71M ﹤0.01%
14,410
+1,776
2860
$1.71M ﹤0.01%
37,129
-103,757
2861
$1.71M ﹤0.01%
23,791
+6,436
2862
$1.71M ﹤0.01%
189,005
-39,409
2863
$1.71M ﹤0.01%
28,390
-3,924
2864
$1.71M ﹤0.01%
61,281
+8,099
2865
$1.71M ﹤0.01%
42,726
+29,595
2866
$1.7M ﹤0.01%
34,690
+6,577
2867
$1.7M ﹤0.01%
49,978
+391
2868
$1.7M ﹤0.01%
44,710
-15,763
2869
$1.7M ﹤0.01%
270,814
+102,785
2870
$1.7M ﹤0.01%
25,407
-5,612
2871
$1.7M ﹤0.01%
61,002
-4,287
2872
$1.7M ﹤0.01%
275,814
-3,145
2873
$1.7M ﹤0.01%
51,669
-53,183
2874
$1.69M ﹤0.01%
88,565
-9,946
2875
$1.69M ﹤0.01%
26,172
-5,981
113 114
115
116 117