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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$403M
3
+$391M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$381M
5
UNH icon
UnitedHealth
UNH
+$355M

Top Sells

1
+$3.79B
2
+$626M
3
+$596M
4
JNJ icon
Johnson & Johnson
JNJ
+$307M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$256M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$103M 0.04%
3,639,841
-425,716
377
$103M 0.04%
4,152,685
-4,309,961
378
$103M 0.04%
1,165,703
+83,699
379
$103M 0.04%
2,068,221
+72,497
380
$103M 0.04%
1,484,972
-113,636
381
$102M 0.04%
3,428,892
+419,846
382
$102M 0.04%
491,502
+11,928
383
$102M 0.04%
1,066,584
+51,043
384
$102M 0.04%
705,456
-109,130
385
$102M 0.04%
883,399
+551
386
$101M 0.04%
2,623,335
-455,278
387
$101M 0.04%
1,556,692
+577,351
388
$100M 0.04%
2,478,304
+516,148
389
$100M 0.04%
2,204,878
+639,229
390
$100M 0.04%
2,833,798
+56,298
391
$100M 0.04%
1,422,219
+994,083
392
$99.1M 0.04%
227,489
+8,522
393
$98.9M 0.04%
1,725,327
-116,433
394
$98.5M 0.04%
4,717,556
-108,848
395
$98.4M 0.04%
618,504
+82,744
396
$97.9M 0.04%
1,648,772
+814,267
397
$97.8M 0.04%
3,184,415
+776,879
398
$97.7M 0.04%
416,642
+29,180
399
$97.6M 0.04%
6,919,516
-15,882
400
$97.5M 0.04%
655,375
+45,850
14 15
16
17 18