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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3626
$298K ﹤0.01%
23,290
-3,630
3627
$296K ﹤0.01%
31,537
-3,459
3628
$296K ﹤0.01%
10,733
-10,261
3629
$296K ﹤0.01%
20,152
+11,248
3630
$295K ﹤0.01%
6,541
-6,448
3631
$295K ﹤0.01%
3,640
+201
3632
$294K ﹤0.01%
10,003
-11,805
3633
$293K ﹤0.01%
10,691
-20,708
3634
$291K ﹤0.01%
42,989
+7,214
3635
$291K ﹤0.01%
58,718
+17,417
3636
$291K ﹤0.01%
6,146
-45,555
3637
$291K ﹤0.01%
11,794
-1,213
3638
$290K ﹤0.01%
44,943
+1,798
3639
$290K ﹤0.01%
18
-6
3640
$290K ﹤0.01%
337,204
-32,046
3641
$289K ﹤0.01%
5,252
-13,031
3642
$289K ﹤0.01%
17,018
-20,893
3643
$287K ﹤0.01%
5,320
-25
3644
$283K ﹤0.01%
10,993
-22,117
3645
$283K ﹤0.01%
16,103
-5,697
3646
$282K ﹤0.01%
25,641
-2,093
3647
$282K ﹤0.01%
21,353
+120
3648
$281K ﹤0.01%
12,531
3649
$280K ﹤0.01%
18,916
-1,044
3650
$280K ﹤0.01%
5,610
-20,279
144 145
146
147 148