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
$239B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,529
New
Increased
Reduced
Closed

Top Buys

1
+$541M
2
+$517M
3
+$493M
4
WTW icon
Willis Towers Watson
WTW
+$405M
5
AMZN icon
Amazon
AMZN
+$372M

Top Sells

1
+$626M
2
+$282M
3
+$217M
4
ADBE icon
Adobe
ADBE
+$201M
5
DHR icon
Danaher
DHR
+$188M

Sector Composition

1 Technology 16.16%
2 Financials 9.64%
3 Consumer Discretionary 8.07%
4 Healthcare 8.02%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$116M 0.05%
590,513
-40,982
377
$116M 0.05%
1,148,105
+80,526
378
$116M 0.05%
1,924,070
-75,731
379
$115M 0.05%
4,058,435
-347,528
380
$114M 0.05%
1,156,385
+102,786
381
$114M 0.05%
659,074
-42,522
382
$113M 0.05%
502,445
-23,203
383
$111M 0.05%
1,545,698
-131,715
384
$110M 0.05%
4,101,598
+347,989
385
$110M 0.05%
2,282,092
+675,883
386
$110M 0.05%
742,992
+202,535
387
$110M 0.05%
5,227,073
+1,571,630
388
$110M 0.05%
559,332
-24,197
389
$110M 0.05%
271,388
+49,906
390
$109M 0.05%
2,766,386
-1,560,694
391
$109M 0.05%
1,546,496
-173,279
392
$109M 0.05%
449,313
+24,448
393
$109M 0.05%
1,382,687
-116,368
394
$108M 0.05%
1,718,963
-175,975
395
$108M 0.05%
1,216,649
-111,301
396
$107M 0.04%
1,891,641
-12,285
397
$105M 0.04%
1,002,536
-100,097
398
$105M 0.04%
1,398,864
-90,189
399
$105M 0.04%
2,179,162
+35,359
400
$105M 0.04%
368,117
+82,373
14 15
16
17 18