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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$403M
3
+$391M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$381M
5
UNH icon
UnitedHealth
UNH
+$355M

Top Sells

1
+$3.79B
2
+$626M
3
+$596M
4
JNJ icon
Johnson & Johnson
JNJ
+$307M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$256M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3276
$1.03M ﹤0.01%
90,841
+22,957
3277
$1.03M ﹤0.01%
59,632
+25,058
3278
$1.03M ﹤0.01%
35,163
+12,278
3279
$1.03M ﹤0.01%
14,418
-6,105
3280
$1.02M ﹤0.01%
170,252
-9,873
3281
$1.02M ﹤0.01%
41,660
+29,795
3282
$1.02M ﹤0.01%
120,271
-80,179
3283
$1.02M ﹤0.01%
82,869
-8,227
3284
$1.02M ﹤0.01%
9,892
-1,427
3285
$1.02M ﹤0.01%
105,336
-5,435
3286
$1.02M ﹤0.01%
59,227
+10,738
3287
$1.02M ﹤0.01%
52,639
-14,908
3288
$1.02M ﹤0.01%
62,934
+5,441
3289
$1.02M ﹤0.01%
119,315
+47,046
3290
$1.02M ﹤0.01%
16,308
+2,111
3291
$1.01M ﹤0.01%
57,489
-14,231
3292
$1.01M ﹤0.01%
50,948
+24,507
3293
$1.01M ﹤0.01%
209,561
+100,900
3294
$1.01M ﹤0.01%
31,118
-273,202
3295
$1.01M ﹤0.01%
56,704
+5,243
3296
$1.01M ﹤0.01%
113,266
+74,329
3297
$1M ﹤0.01%
16,369
+4,931
3298
$1M ﹤0.01%
68,179
+1,676
3299
$1M ﹤0.01%
148,824
-12,008
3300
$1M ﹤0.01%
21,983
+7,717
130 131
132
133 134