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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$104M 0.07%
615,875
+12,649
277
$103M 0.07%
1,005,933
+95,254
278
$103M 0.07%
2,308,286
-905,984
279
$101M 0.06%
5,057,958
+444,523
280
$100M 0.06%
661,218
+238,176
281
$100M 0.06%
686,805
+32,228
282
$99.3M 0.06%
834,983
-48,350
283
$98.4M 0.06%
1,788,561
-163,495
284
$98.1M 0.06%
2,397,764
+1,325,010
285
$97.7M 0.06%
52,221
+999
286
$95.5M 0.06%
1,008,244
-17,567
287
$95.1M 0.06%
1,280,084
-70,416
288
$94.3M 0.06%
1,749,677
+26,516
289
$93M 0.06%
2,164,035
+796,610
290
$92M 0.06%
2,632,516
-31,024
291
$91.8M 0.06%
1,003,879
-1,544
292
$91.7M 0.06%
2,815,353
+73,440
293
$91.7M 0.06%
3,903,034
+23,245
294
$91.1M 0.06%
2,744,282
+358,877
295
$90.7M 0.06%
1,076,136
-21,626
296
$90.4M 0.06%
4,379,463
+149,188
297
$90.3M 0.06%
2,301,671
+306,245
298
$90.2M 0.06%
901,470
-33,497
299
$89.7M 0.06%
1,977,453
-21,370
300
$89M 0.06%
1,394,637
+398,236
10 11
12
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