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
3676
$268K ﹤0.01%
13,016
+457
3677
$267K ﹤0.01%
6,310
-10,572
3678
$266K ﹤0.01%
11,168
+5,958
3679
$266K ﹤0.01%
35,140
+3,907
3680
$266K ﹤0.01%
6,859
-4,054
3681
$266K ﹤0.01%
7,377
-26,198
3682
$265K ﹤0.01%
3,443
+1,180
3683
$264K ﹤0.01%
16,866
+1,142
3684
$264K ﹤0.01%
+5,405
3685
$263K ﹤0.01%
9,278
+538
3686
$263K ﹤0.01%
5,892
-4,882
3687
$263K ﹤0.01%
12,996
-24,985
3688
$263K ﹤0.01%
18,073
-160,043
3689
$263K ﹤0.01%
18,960
-4,800
3690
$262K ﹤0.01%
30,859
+4,921
3691
$262K ﹤0.01%
19,885
-2,339
3692
$262K ﹤0.01%
3,616
+77
3693
$262K ﹤0.01%
32,712
+4,735
3694
$260K ﹤0.01%
7,019
+6,240
3695
$259K ﹤0.01%
9,671
+7,770
3696
$259K ﹤0.01%
+9,366
3697
$259K ﹤0.01%
7,670
-1,434
3698
$258K ﹤0.01%
1,595
-685
3699
$258K ﹤0.01%
86,598
-67,806
3700
$258K ﹤0.01%
218
+193
146 147
148
149 150