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 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
$1.24M ﹤0.01%
52,317
+21,022
3002
$1.24M ﹤0.01%
29,017
+12,740
3003
$1.24M ﹤0.01%
26,895
+8,783
3004
$1.24M ﹤0.01%
283,968
+40,311
3005
$1.24M ﹤0.01%
51,541
+12,837
3006
$1.24M ﹤0.01%
14,573
-1,887
3007
$1.24M ﹤0.01%
63,370
-124,650
3008
$1.24M ﹤0.01%
39,720
+9,353
3009
$1.24M ﹤0.01%
34,755
-21,024
3010
$1.23M ﹤0.01%
21,700
+8,466
3011
$1.23M ﹤0.01%
107,443
-17,028
3012
$1.23M ﹤0.01%
35,130
+13,500
3013
$1.23M ﹤0.01%
8,857
+1,385
3014
$1.23M ﹤0.01%
398,215
+42,951
3015
$1.23M ﹤0.01%
54,873
-258,725
3016
$1.22M ﹤0.01%
129,580
-14,819
3017
$1.22M ﹤0.01%
7,176
-638
3018
$1.22M ﹤0.01%
11,890
+4,888
3019
$1.22M ﹤0.01%
47,871
+27,749
3020
$1.22M ﹤0.01%
39,202
+16,888
3021
$1.22M ﹤0.01%
24,319
-183,117
3022
$1.22M ﹤0.01%
49,926
-13,907
3023
$1.22M ﹤0.01%
43,249
+4,241
3024
$1.21M ﹤0.01%
98,888
+10,847
3025
$1.21M ﹤0.01%
29,068
+18,812
119 120
121
122 123