UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208B
AUM Growth
+$33.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,696
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$778M
3
+$569M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$351M
5
JNJ icon
Johnson & Johnson
JNJ
+$336M

Top Sells

1
+$372M
2
+$237M
3
+$223M
4
IYR icon
iShares US Real Estate ETF
IYR
+$217M
5
VRT icon
Vertiv
VRT
+$144M

Sector Composition

1 Technology 13.92%
2 Healthcare 9.62%
3 Financials 9.19%
4 Consumer Discretionary 6.32%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$97M 0.05%
1,555,582
+157,560
377
$96.3M 0.05%
1,148,147
+466,163
378
$95.5M 0.05%
1,285,536
+615,900
379
$95.5M 0.05%
1,326,905
+355,403
380
$94.9M 0.05%
2,563,080
+594,504
381
$94.8M 0.05%
1,017,679
+187,704
382
$94.3M 0.05%
2,731,824
-311,881
383
$94M 0.05%
1,495,811
-1,074,866
384
$93.8M 0.05%
1,478,378
-60,730
385
$93.5M 0.04%
1,199,342
-16,553
386
$92.3M 0.04%
2,346,253
+923,525
387
$92.3M 0.04%
3,213,819
-24,504
388
$92.2M 0.04%
678,938
+223,132
389
$91.6M 0.04%
1,083,039
-133,736
390
$91.5M 0.04%
4,181,778
+29,935
391
$91.5M 0.04%
2,528,859
+1,025,608
392
$91.2M 0.04%
1,958,595
+133,789
393
$91M 0.04%
1,418,692
+401,383
394
$90.5M 0.04%
617,717
+129,429
395
$90.4M 0.04%
1,814,064
+180,732
396
$90.3M 0.04%
3,362,368
+1,255,009
397
$90.1M 0.04%
5,002,596
+228,170
398
$89.3M 0.04%
777,625
-96,018
399
$89.2M 0.04%
1,195,524
+127,209
400
$88.2M 0.04%
1,141,634
+385,786
14 15
16
17 18