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
3576
$529K ﹤0.01%
23,079
-173,096
3577
$528K ﹤0.01%
39,870
-49,220
3578
$528K ﹤0.01%
21,238
+681
3579
$527K ﹤0.01%
14,021
+10,661
3580
$526K ﹤0.01%
55,157
+9,161
3581
$523K ﹤0.01%
33,821
+2,384
3582
$523K ﹤0.01%
24,460
-4,684
3583
$523K ﹤0.01%
10,589
+3,619
3584
$521K ﹤0.01%
28,556
-1,158
3585
$519K ﹤0.01%
6,380
+403
3586
$519K ﹤0.01%
28,205
+7,783
3587
$518K ﹤0.01%
27,443
+18,036
3588
$516K ﹤0.01%
85,987
+79,926
3589
$515K ﹤0.01%
24,616
+3,210
3590
$515K ﹤0.01%
28,789
-50,795
3591
$515K ﹤0.01%
11,335
+1,108
3592
$514K ﹤0.01%
47,149
-5,491
3593
$513K ﹤0.01%
9,163
+1,691
3594
$513K ﹤0.01%
45,661
+38,276
3595
$513K ﹤0.01%
55,037
-7,958
3596
$512K ﹤0.01%
21,580
-8,288
3597
$510K ﹤0.01%
9,957
-10,470
3598
$510K ﹤0.01%
23,763
-874
3599
$509K ﹤0.01%
19,560
-119,823
3600
$509K ﹤0.01%
2,127
-834
142 143
144
145 146