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
$128B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,362
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$259M
3
+$224M
4
UBS icon
UBS Group
UBS
+$201M
5
DIS icon
Walt Disney
DIS
+$190M

Top Sells

1
+$645M
2
+$406M
3
+$344M
4
TD icon
Toronto Dominion Bank
TD
+$245M
5
BEAV
B/E Aerospace Inc
BEAV
+$198M

Sector Composition

1 Healthcare 8.38%
2 Financials 7.7%
3 Technology 6.87%
4 Industrials 6.65%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3751
$189K ﹤0.01%
1,640
-1,296
3752
$188K ﹤0.01%
7,047
-1,732
3753
$188K ﹤0.01%
4,619
-1,258
3754
$188K ﹤0.01%
3,804
+3,076
3755
$188K ﹤0.01%
9,287
+1,151
3756
$188K ﹤0.01%
7,593
+172
3757
$188K ﹤0.01%
12,063
-709
3758
$188K ﹤0.01%
13,860
-6,341
3759
$188K ﹤0.01%
13,724
+2,817
3760
$188K ﹤0.01%
22,827
-47,677
3761
$188K ﹤0.01%
11,800
-4,386
3762
$187K ﹤0.01%
13,048
+398
3763
$186K ﹤0.01%
8,714
-3,569
3764
$186K ﹤0.01%
17,797
-5,421
3765
$186K ﹤0.01%
11,625
-839
3766
$186K ﹤0.01%
21,407
+5,180
3767
$185K ﹤0.01%
9,875
-3,847
3768
$185K ﹤0.01%
17,810
-7,335
3769
$185K ﹤0.01%
12,059
-76
3770
$184K ﹤0.01%
10,304
+253
3771
$184K ﹤0.01%
14,600
-50,000
3772
$184K ﹤0.01%
6,541
+4,019
3773
$184K ﹤0.01%
13,018
-1,325
3774
$183K ﹤0.01%
9,164
+5,501
3775
$183K ﹤0.01%
13,174
+1,094
149 150
151
152 153