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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$403M
3
+$391M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$381M
5
UNH icon
UnitedHealth
UNH
+$355M

Top Sells

1
+$3.79B
2
+$626M
3
+$596M
4
JNJ icon
Johnson & Johnson
JNJ
+$307M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$256M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$113M 0.05%
155,500
-21,205
352
$112M 0.05%
392,732
+96,648
353
$110M 0.05%
2,492,814
+872,875
354
$110M 0.05%
943,814
+205,918
355
$110M 0.05%
2,169,191
+42,648
356
$110M 0.05%
1,506,718
-34,578
357
$110M 0.05%
2,408,338
+407,168
358
$110M 0.05%
1,611,664
+289,995
359
$109M 0.05%
227,185
+81,124
360
$109M 0.05%
878,392
+183,200
361
$109M 0.05%
1,449,955
+225,556
362
$109M 0.05%
1,897,607
+370,915
363
$109M 0.05%
1,064,810
+87,808
364
$109M 0.05%
3,346,870
-1,189,792
365
$108M 0.05%
2,754,908
-64,134
366
$108M 0.05%
6,148,055
-232,994
367
$108M 0.05%
562,921
-11,456
368
$107M 0.05%
1,280,466
+156,458
369
$107M 0.05%
1,286,526
-64,869
370
$107M 0.05%
1,722,705
+274,431
371
$106M 0.05%
1,119,535
-205,400
372
$106M 0.05%
2,972,960
+779,708
373
$105M 0.05%
1,590,752
+197,786
374
$105M 0.05%
1,041,070
+262,566
375
$103M 0.04%
1,363,563
+4,684
13 14
15
16 17