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
376
$81M 0.04%
1,194,463
+190,745
377
$80.8M 0.04%
1,329,155
+12,969
378
$80.7M 0.04%
3,992,764
-32,085
379
$80M 0.04%
464,386
+9,601
380
$79.7M 0.04%
994,055
-115,943
381
$79.1M 0.04%
1,551,344
-32,177
382
$78.9M 0.04%
3,690,287
-7,024
383
$78.5M 0.04%
537,661
+60,354
384
$78.3M 0.04%
4,709,296
+523,232
385
$77.7M 0.04%
1,628,580
+10,141
386
$77.6M 0.04%
585,186
+57,831
387
$77.6M 0.04%
1,438,167
+105,482
388
$77M 0.04%
962,230
-122,694
389
$76.8M 0.04%
1,353,530
+48,909
390
$76.8M 0.04%
1,674,393
-13,947
391
$76.3M 0.04%
1,085,226
-24,974
392
$76.1M 0.04%
1,595,636
+326,902
393
$75.7M 0.04%
927,667
+592,068
394
$75.4M 0.04%
1,054,856
+135,428
395
$74.9M 0.04%
445,482
+42,132
396
$74.7M 0.04%
514,368
+8,935
397
$74.7M 0.04%
1,710,209
+17,354
398
$74.6M 0.04%
730,485
-448,235
399
$74.4M 0.04%
228,405
+92,201
400
$74.3M 0.04%
1,288,524
-91,553
14 15
16
17 18