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
3426
$674K ﹤0.01%
33,299
+15,247
3427
$674K ﹤0.01%
205,454
+127,158
3428
$673K ﹤0.01%
13,007
-1,050
3429
$673K ﹤0.01%
77,640
-78,076
3430
$671K ﹤0.01%
23,276
+16,507
3431
$671K ﹤0.01%
17,437
-3,370
3432
$670K ﹤0.01%
32,800
+2,842
3433
$670K ﹤0.01%
10,865
-6,599
3434
$669K ﹤0.01%
61,050
-212
3435
$669K ﹤0.01%
15,263
-384
3436
$666K ﹤0.01%
4,860
+4,456
3437
$665K ﹤0.01%
27,476
+3,245
3438
$664K ﹤0.01%
11,760
+1,257
3439
$663K ﹤0.01%
33,017
+5,032
3440
$663K ﹤0.01%
59,971
+52,972
3441
$662K ﹤0.01%
22,690
+14,909
3442
$661K ﹤0.01%
33,432
-11,010
3443
$660K ﹤0.01%
7,798
-200
3444
$658K ﹤0.01%
17,039
-5,197
3445
$656K ﹤0.01%
19,706
+6,504
3446
$655K ﹤0.01%
224,822
-11,572
3447
$654K ﹤0.01%
25,681
+12,132
3448
$654K ﹤0.01%
17,695
-1,225
3449
$653K ﹤0.01%
77,341
+12,123
3450
$651K ﹤0.01%
56,554
+2,274
136 137
138
139 140