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
$239B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,529
New
Increased
Reduced
Closed

Top Buys

1
+$541M
2
+$517M
3
+$493M
4
WTW icon
Willis Towers Watson
WTW
+$405M
5
AMZN icon
Amazon
AMZN
+$372M

Top Sells

1
+$626M
2
+$282M
3
+$217M
4
ADBE icon
Adobe
ADBE
+$201M
5
DHR icon
Danaher
DHR
+$188M

Sector Composition

1 Technology 16.16%
2 Financials 9.64%
3 Consumer Discretionary 8.07%
4 Healthcare 8.02%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3726
$505K ﹤0.01%
51,222
+51,013
3727
$504K ﹤0.01%
19,259
+15,830
3728
$504K ﹤0.01%
50,399
-3,438
3729
$504K ﹤0.01%
+5,098
3730
$504K ﹤0.01%
38,501
-9,096
3731
$504K ﹤0.01%
88,758
-260
3732
$504K ﹤0.01%
50,581
-792
3733
$503K ﹤0.01%
10,619
-94,970
3734
$502K ﹤0.01%
11,034
-1,899
3735
$502K ﹤0.01%
82,796
+61,536
3736
$500K ﹤0.01%
11,969
+123
3737
$500K ﹤0.01%
13,774
-8,180
3738
$497K ﹤0.01%
7,519
-1,185
3739
$496K ﹤0.01%
188,521
+42,422
3740
$495K ﹤0.01%
6,987
-35,605
3741
$493K ﹤0.01%
1,277
+722
3742
$492K ﹤0.01%
14,922
+2,880
3743
$492K ﹤0.01%
8,044
+5,980
3744
$490K ﹤0.01%
4,371
-208
3745
$488K ﹤0.01%
49,041
3746
$488K ﹤0.01%
19,124
+1,839
3747
$487K ﹤0.01%
11,833
-22,903
3748
$487K ﹤0.01%
4,210
-1,055
3749
$487K ﹤0.01%
40,105
+3,287
3750
$487K ﹤0.01%
42,539
+1,500
148 149
150
151 152