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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3801
$214K ﹤0.01%
14,487
+12
3802
$213K ﹤0.01%
2,888
-1,447
3803
$211K ﹤0.01%
10,692
+9,331
3804
$210K ﹤0.01%
10,333
-30,120
3805
$209K ﹤0.01%
9,549
+917
3806
$207K ﹤0.01%
5,909
+292
3807
$207K ﹤0.01%
316
-1,045
3808
$207K ﹤0.01%
15,000
-4,291
3809
$206K ﹤0.01%
4,794
-829
3810
$206K ﹤0.01%
19,794
-317
3811
$206K ﹤0.01%
14,552
+3,492
3812
$205K ﹤0.01%
16,329
+4,729
3813
$205K ﹤0.01%
582
-769
3814
$205K ﹤0.01%
13,123
-18,994
3815
$205K ﹤0.01%
171,040
+133,033
3816
$204K ﹤0.01%
15,783
-2,021
3817
$204K ﹤0.01%
8,217
-26,579
3818
$203K ﹤0.01%
6,164
-63,307
3819
$203K ﹤0.01%
4,685
-10,945
3820
$203K ﹤0.01%
14,619
+3,609
3821
$203K ﹤0.01%
13,126
-34,587
3822
$203K ﹤0.01%
21,527
-41,588
3823
$203K ﹤0.01%
25,186
-339,197
3824
$203K ﹤0.01%
20,441
+1,674
3825
$202K ﹤0.01%
3,017
-14,162
151 152
153
154 155