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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2976
$1.29M ﹤0.01%
37,613
-115,406
2977
$1.28M ﹤0.01%
57,578
-3,644
2978
$1.28M ﹤0.01%
140,159
-45,810
2979
$1.28M ﹤0.01%
71,720
+8,164
2980
$1.28M ﹤0.01%
79,815
-7,955
2981
$1.27M ﹤0.01%
51,575
+7,729
2982
$1.27M ﹤0.01%
43,755
-8,075
2983
$1.27M ﹤0.01%
41,444
+4,107
2984
$1.27M ﹤0.01%
384,050
-158,458
2985
$1.27M ﹤0.01%
29,106
+9,060
2986
$1.27M ﹤0.01%
77,331
+33,051
2987
$1.27M ﹤0.01%
12,567
+1,630
2988
$1.27M ﹤0.01%
67,547
+10,904
2989
$1.26M ﹤0.01%
143,614
+2,414
2990
$1.26M ﹤0.01%
202,132
-6,378
2991
$1.26M ﹤0.01%
121,179
-6,128
2992
$1.26M ﹤0.01%
138,183
+9,624
2993
$1.25M ﹤0.01%
9,301
+3,596
2994
$1.25M ﹤0.01%
22,472
+17,575
2995
$1.25M ﹤0.01%
253,624
+69,595
2996
$1.25M ﹤0.01%
23,325
+8,693
2997
$1.25M ﹤0.01%
177,632
-2,503
2998
$1.25M ﹤0.01%
81,234
-83,754
2999
$1.24M ﹤0.01%
184,240
+6,276
3000
$1.24M ﹤0.01%
65,181
-4,619
118 119
120
121 122