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
$202B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,528
New
Increased
Reduced
Closed

Top Buys

1
+$880M
2
+$583M
3
+$528M
4
AMZN icon
Amazon
AMZN
+$340M
5
AAPL icon
Apple
AAPL
+$289M

Top Sells

1
+$524M
2
+$337M
3
+$308M
4
WPZ
Williams Partners L.P.
WPZ
+$274M
5
SBUX icon
Starbucks
SBUX
+$262M

Sector Composition

1 Technology 11.56%
2 Financials 8.88%
3 Healthcare 8.04%
4 Consumer Discretionary 6.63%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2976
$1.21M ﹤0.01%
30,089
-732
2977
$1.21M ﹤0.01%
28,579
+15,300
2978
$1.2M ﹤0.01%
76,396
+978
2979
$1.2M ﹤0.01%
66,463
+157
2980
$1.2M ﹤0.01%
70,928
+9,283
2981
$1.2M ﹤0.01%
48,318
-2,102
2982
$1.2M ﹤0.01%
54,717
+13,066
2983
$1.2M ﹤0.01%
41,948
+11,798
2984
$1.2M ﹤0.01%
18,409
+2,894
2985
$1.2M ﹤0.01%
54,169
+14,742
2986
$1.19M ﹤0.01%
31,616
-18,429
2987
$1.19M ﹤0.01%
263,978
-3,639
2988
$1.19M ﹤0.01%
38,910
+292
2989
$1.19M ﹤0.01%
14,433
-10,348
2990
$1.19M ﹤0.01%
53,666
+986
2991
$1.19M ﹤0.01%
161,873
-17,414
2992
$1.18M ﹤0.01%
46,459
+514
2993
$1.18M ﹤0.01%
9,258
-121
2994
$1.18M ﹤0.01%
91,691
+5,648
2995
$1.17M ﹤0.01%
46,885
+23,271
2996
$1.17M ﹤0.01%
156,359
+898
2997
$1.17M ﹤0.01%
42,795
+34,856
2998
$1.17M ﹤0.01%
99,648
+6,434
2999
$1.17M ﹤0.01%
21,336
-20,151
3000
$1.16M ﹤0.01%
68,769
-2,709
118 119
120
121 122