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
$202B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,528
New
Increased
Reduced
Closed

Top Buys

1
+$880M
2
+$583M
3
+$528M
4
AMZN icon
Amazon
AMZN
+$340M
5
AAPL icon
Apple
AAPL
+$289M

Top Sells

1
+$524M
2
+$337M
3
+$308M
4
WPZ
Williams Partners L.P.
WPZ
+$274M
5
SBUX icon
Starbucks
SBUX
+$262M

Sector Composition

1 Technology 11.56%
2 Financials 8.88%
3 Healthcare 8.04%
4 Consumer Discretionary 6.63%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3776
$401K ﹤0.01%
33,375
+3,064
3777
$400K ﹤0.01%
6,467
+2,326
3778
$400K ﹤0.01%
15,482
+1,981
3779
$399K ﹤0.01%
8,453
-790
3780
$398K ﹤0.01%
19,779
-1,588
3781
$397K ﹤0.01%
+2,477
3782
$397K ﹤0.01%
17,003
-136,693
3783
$397K ﹤0.01%
60,842
+1,942
3784
$396K ﹤0.01%
15,991
+6,738
3785
$395K ﹤0.01%
85,244
+16,632
3786
$392K ﹤0.01%
19,152
+2,668
3787
$392K ﹤0.01%
24,661
+7,187
3788
$390K ﹤0.01%
39,736
-7,226
3789
$389K ﹤0.01%
10,696
-7,835
3790
$388K ﹤0.01%
44,279
-19,600
3791
$388K ﹤0.01%
116,230
+50,592
3792
$388K ﹤0.01%
5,153
+1,911
3793
$387K ﹤0.01%
24,203
-14,206
3794
$387K ﹤0.01%
14,046
+4,134
3795
$386K ﹤0.01%
16,934
-604
3796
$386K ﹤0.01%
10,002
+3,567
3797
$386K ﹤0.01%
67,916
-2,826
3798
$385K ﹤0.01%
10,618
-1,989
3799
$384K ﹤0.01%
11,677
-18,837
3800
$382K ﹤0.01%
5,986
+2,538
150 151
152
153 154