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
2876
$1.69M ﹤0.01%
87,815
+2,942
2877
$1.68M ﹤0.01%
207,818
+23,885
2878
$1.68M ﹤0.01%
26,143
+5,456
2879
$1.67M ﹤0.01%
83,505
+28,567
2880
$1.67M ﹤0.01%
30,254
+11,220
2881
$1.67M ﹤0.01%
20,808
-4,678
2882
$1.66M ﹤0.01%
42,002
+38,273
2883
$1.66M ﹤0.01%
59,233
-160,167
2884
$1.66M ﹤0.01%
26,688
-12,534
2885
$1.66M ﹤0.01%
14,644
+8,973
2886
$1.64M ﹤0.01%
30,143
-1,343
2887
$1.64M ﹤0.01%
70,138
-48,076
2888
$1.64M ﹤0.01%
6,479
+2,768
2889
$1.64M ﹤0.01%
71,143
+70,443
2890
$1.64M ﹤0.01%
50,100
+35,418
2891
$1.64M ﹤0.01%
30,832
+17,390
2892
$1.63M ﹤0.01%
44,693
-11,059
2893
$1.63M ﹤0.01%
95,254
+50,834
2894
$1.63M ﹤0.01%
80,259
-158,966
2895
$1.63M ﹤0.01%
31,528
+11,490
2896
$1.63M ﹤0.01%
21,463
+4,787
2897
$1.63M ﹤0.01%
54,653
-154
2898
$1.63M ﹤0.01%
48,739
-30,861
2899
$1.62M ﹤0.01%
45,833
+7,561
2900
$1.62M ﹤0.01%
11,581
-83,000
114 115
116
117 118