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
2901
$1.62M ﹤0.01%
79,572
-67,670
2902
$1.62M ﹤0.01%
120,562
+105,274
2903
$1.61M ﹤0.01%
27,707
+18,165
2904
$1.61M ﹤0.01%
342,825
-10,284
2905
$1.61M ﹤0.01%
28,417
-1,940
2906
$1.61M ﹤0.01%
8,042
-970
2907
$1.61M ﹤0.01%
88,959
-46,576
2908
$1.61M ﹤0.01%
+27,034
2909
$1.61M ﹤0.01%
6,351
+3,751
2910
$1.6M ﹤0.01%
9,537
+3,258
2911
$1.6M ﹤0.01%
100,723
+5,140
2912
$1.6M ﹤0.01%
81,351
+60,329
2913
$1.6M ﹤0.01%
221,722
+47,736
2914
$1.6M ﹤0.01%
35,383
-538
2915
$1.6M ﹤0.01%
5,979
+2,042
2916
$1.59M ﹤0.01%
54,887
-6,325
2917
$1.59M ﹤0.01%
23,024
-592
2918
$1.59M ﹤0.01%
6,819
+1,680
2919
$1.59M ﹤0.01%
197,851
+162,196
2920
$1.59M ﹤0.01%
20,094
-21,031
2921
$1.58M ﹤0.01%
65,299
+9,968
2922
$1.58M ﹤0.01%
35,024
+16,065
2923
$1.58M ﹤0.01%
184,197
-46,963
2924
$1.58M ﹤0.01%
27,819
+25,348
2925
$1.57M ﹤0.01%
14,624
-930
115 116
117
118 119