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
3751
$244K ﹤0.01%
5,969
-1,183
3752
$244K ﹤0.01%
16,267
-3,111
3753
$244K ﹤0.01%
28,342
-2,586
3754
$244K ﹤0.01%
14,155
+7,015
3755
$244K ﹤0.01%
6,839
+59
3756
$244K ﹤0.01%
14,707
+8,523
3757
$243K ﹤0.01%
12,882
+187
3758
$243K ﹤0.01%
8,155
3759
$242K ﹤0.01%
13,522
+947
3760
$241K ﹤0.01%
6,293
-160
3761
$241K ﹤0.01%
3,277
-4,640
3762
$241K ﹤0.01%
10,947
+185
3763
$240K ﹤0.01%
6,821
-1,671
3764
$239K ﹤0.01%
14,205
+4,470
3765
$238K ﹤0.01%
4,732
-1,572
3766
$238K ﹤0.01%
20,849
+1,249
3767
$238K ﹤0.01%
16,761
+214
3768
$238K ﹤0.01%
6,845
-1,054
3769
$238K ﹤0.01%
18,434
-9,462
3770
$237K ﹤0.01%
5,076
+1,355
3771
$236K ﹤0.01%
11,586
-458
3772
$236K ﹤0.01%
11,732
-8,432
3773
$236K ﹤0.01%
14,930
+14,389
3774
$236K ﹤0.01%
4,170
-830
3775
$236K ﹤0.01%
5,719
+168
149 150
151
152 153