UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208B
AUM Growth
+$33.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,696
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$778M
3
+$569M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$351M
5
JNJ icon
Johnson & Johnson
JNJ
+$336M

Top Sells

1
+$372M
2
+$237M
3
+$223M
4
IYR icon
iShares US Real Estate ETF
IYR
+$217M
5
VRT icon
Vertiv
VRT
+$144M

Sector Composition

1 Technology 13.92%
2 Healthcare 9.62%
3 Financials 9.19%
4 Consumer Discretionary 6.32%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$116M 0.06%
1,513,009
-41,137
327
$116M 0.06%
3,038,097
+417,195
328
$116M 0.06%
731,763
+421,774
329
$115M 0.06%
662,305
+92,724
330
$115M 0.06%
2,966,374
+513,350
331
$115M 0.06%
8,424,970
-10,774,659
332
$112M 0.05%
1,466,978
+193,439
333
$112M 0.05%
1,328,804
-2,583,027
334
$112M 0.05%
1,589,767
+275,423
335
$111M 0.05%
1,557,756
+538,238
336
$111M 0.05%
285,773
+67,635
337
$111M 0.05%
726,360
+21,352
338
$110M 0.05%
1,109,946
+156,607
339
$110M 0.05%
3,905,177
-27,719
340
$110M 0.05%
3,005,628
+1,742,387
341
$110M 0.05%
2,188,852
+826,679
342
$109M 0.05%
167,090
+122,529
343
$109M 0.05%
4,966,140
-270,378
344
$108M 0.05%
635,631
-39,502
345
$108M 0.05%
127,952
+50,349
346
$108M 0.05%
945,734
+599,278
347
$108M 0.05%
2,656,252
+671,263
348
$108M 0.05%
1,834,356
+365,211
349
$108M 0.05%
1,298,966
-1,369,407
350
$108M 0.05%
4,354,005
-239,140
12 13
14
15 16