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
$218B
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,153
New
Increased
Reduced
Closed

Top Buys

1
+$440M
2
+$390M
3
+$275M
4
AMD icon
Advanced Micro Devices
AMD
+$228M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$213M

Top Sells

1
+$538M
2
+$473M
3
+$397M
4
MSFT icon
Microsoft
MSFT
+$366M
5
UNH icon
UnitedHealth
UNH
+$312M

Sector Composition

1 Technology 16.51%
2 Financials 8.9%
3 Healthcare 8.35%
4 Consumer Discretionary 6.66%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$98.5M 0.05%
897,804
+14,405
377
$98.3M 0.05%
3,148,390
-280,502
378
$98.1M 0.05%
811,933
-85,270
379
$97.8M 0.04%
201,997
-25,188
380
$97.8M 0.04%
4,396,133
-483,045
381
$96.7M 0.04%
4,754,274
+36,718
382
$96.7M 0.04%
537,191
+79,292
383
$96.6M 0.04%
5,730,627
+53,932
384
$96.5M 0.04%
2,920,441
-757,710
385
$96.1M 0.04%
1,925,277
+96,679
386
$94.8M 0.04%
2,020,781
+676,119
387
$94.7M 0.04%
4,205,058
+109,132
388
$93.9M 0.04%
1,315,089
-48,474
389
$93.7M 0.04%
3,263,478
+507,619
390
$93M 0.04%
649,081
-6,294
391
$92.6M 0.04%
3,037,622
+317,190
392
$92.4M 0.04%
1,736,543
+124,879
393
$92.2M 0.04%
2,058,840
+1,664,527
394
$91.8M 0.04%
969,498
+74,823
395
$91.6M 0.04%
3,496,325
+143,263
396
$91.5M 0.04%
457,171
-48,049
397
$91.3M 0.04%
1,324,100
-324,672
398
$90.8M 0.04%
2,049,624
+24,430
399
$90.6M 0.04%
2,237,806
+137,222
400
$90.3M 0.04%
3,906,080
-31,563
14 15
16
17 18