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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3676
$277K ﹤0.01%
10,145
+9,539
3677
$277K ﹤0.01%
6,600
-84
3678
$277K ﹤0.01%
21,504
+11,243
3679
$276K ﹤0.01%
13,853
+2,455
3680
$276K ﹤0.01%
26,324
-4,445
3681
$275K ﹤0.01%
17,424
+2,139
3682
$275K ﹤0.01%
18,680
+1,057
3683
$274K ﹤0.01%
10,425
+732
3684
$274K ﹤0.01%
12,567
+3,097
3685
$274K ﹤0.01%
6,931
-1,409
3686
$272K ﹤0.01%
95,719
+88,117
3687
$272K ﹤0.01%
11,812
-43,347
3688
$272K ﹤0.01%
41,617
-11,032
3689
$270K ﹤0.01%
6,181
+187
3690
$269K ﹤0.01%
14,695
+12,494
3691
$269K ﹤0.01%
30,558
+23,708
3692
$269K ﹤0.01%
5,159
-4,053
3693
$269K ﹤0.01%
17,331
+8,062
3694
$268K ﹤0.01%
25,862
+25,139
3695
$268K ﹤0.01%
3,523
-1,018
3696
$267K ﹤0.01%
21,304
+7,537
3697
$267K ﹤0.01%
20,632
+10,010
3698
$267K ﹤0.01%
54,918
+16,916
3699
$266K ﹤0.01%
5,914
+3,919
3700
$265K ﹤0.01%
11,878
+5,025
146 147
148
149 150