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
4001
$275K ﹤0.01%
13,923
+1,158
4002
$274K ﹤0.01%
12,621
+1,650
4003
$274K ﹤0.01%
3,794
+789
4004
$274K ﹤0.01%
8,087
+2,630
4005
$273K ﹤0.01%
15,983
+3,490
4006
$273K ﹤0.01%
6,035
-755
4007
$272K ﹤0.01%
2,753
-1,791
4008
$271K ﹤0.01%
11,707
-27,069
4009
$271K ﹤0.01%
6,473
-3,238
4010
$270K ﹤0.01%
9,570
+697
4011
$269K ﹤0.01%
7,941
+1,587
4012
$269K ﹤0.01%
3,764
-21,136
4013
$268K ﹤0.01%
29,905
-4,818
4014
$266K ﹤0.01%
4,958
+4,358
4015
$265K ﹤0.01%
17,163
+4,294
4016
$264K ﹤0.01%
19,105
+2,227
4017
$264K ﹤0.01%
14,664
+1,022
4018
$264K ﹤0.01%
23,571
-2,391
4019
$263K ﹤0.01%
4,841
+1,402
4020
$263K ﹤0.01%
+7,756
4021
$263K ﹤0.01%
16,827
+11,068
4022
$263K ﹤0.01%
183
+180
4023
$263K ﹤0.01%
7,881
+2,926
4024
$263K ﹤0.01%
18,785
+9,432
4025
$262K ﹤0.01%
8,049
-1,014
159 160
161
162 163