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
$151B
AUM Growth
+$9.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,277
New
Increased
Reduced
Closed

Top Buys

1
+$527M
2
+$500M
3
+$297M
4
SU icon
Suncor Energy
SU
+$296M
5
CERN
Cerner Corp
CERN
+$272M

Top Sells

1
+$760M
2
+$551M
3
+$530M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$448M
5
AER icon
AerCap
AER
+$321M

Sector Composition

1 Financials 8.94%
2 Technology 8.03%
3 Healthcare 7.42%
4 Industrials 6.17%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$61.4M 0.04%
4,438,941
+228,014
377
$61.1M 0.04%
1,494,567
+152,997
378
$61M 0.04%
2,411,149
-159,258
379
$60.7M 0.04%
2,706,897
+233,306
380
$60.4M 0.04%
1,881,434
+366,743
381
$60.3M 0.04%
2,068,312
+358,376
382
$60.3M 0.04%
623,714
+27,209
383
$60.1M 0.04%
3,037,169
+964,302
384
$59.8M 0.04%
2,077,196
+71,299
385
$59.6M 0.04%
1,240,464
-89,454
386
$59.6M 0.04%
1,404,841
-491,763
387
$59.6M 0.04%
995,176
+29,852
388
$59.5M 0.04%
1,913,949
-183,456
389
$59.5M 0.04%
447,479
+3,606
390
$59.4M 0.04%
5,319,102
+2,052,503
391
$59.4M 0.04%
1,115,641
+66,804
392
$59.3M 0.04%
2,315,084
+1,065,662
393
$59M 0.04%
1,224,190
-35,502
394
$58.9M 0.04%
712,524
+56,257
395
$58.5M 0.04%
3,444,989
+801,523
396
$58.5M 0.04%
802,224
-111,999
397
$58.2M 0.04%
2,003,366
+1,995,466
398
$57.8M 0.04%
3,045,183
-1,054,214
399
$57.6M 0.04%
393,020
-131,297
400
$57.2M 0.04%
1,150,578
+189,840
14 15
16
17 18