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
301
$149M 0.06%
2,319,855
-354,213
302
$149M 0.06%
3,327,530
-1,393,900
303
$149M 0.06%
902,111
+112,117
304
$148M 0.06%
2,673,514
+110,954
305
$148M 0.06%
630,665
-11,373
306
$148M 0.06%
3,247,185
-11,952
307
$147M 0.06%
1,630,033
-421,128
308
$146M 0.06%
1,488,135
-319,233
309
$145M 0.06%
2,361,639
-105,675
310
$145M 0.06%
1,640,647
+1,071,660
311
$143M 0.06%
3,447,864
+151,267
312
$143M 0.06%
1,353,854
+217,962
313
$143M 0.06%
561,096
-2,931
314
$143M 0.06%
12,485,106
+10,943,422
315
$143M 0.06%
843,901
+53,985
316
$142M 0.06%
1,010,084
-25,703
317
$142M 0.06%
6,901,365
-123,998
318
$141M 0.06%
1,311,817
+84,491
319
$141M 0.06%
1,982,929
+272,661
320
$140M 0.06%
2,191,417
+46,270
321
$138M 0.06%
1,950,498
-13,567
322
$138M 0.06%
700,632
-597
323
$138M 0.06%
4,852,096
-241,654
324
$138M 0.06%
1,060,314
-76,559
325
$138M 0.06%
1,909,938
+283,540
11 12
13
14 15