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
4076
$271K ﹤0.01%
12,757
-498
4077
$271K ﹤0.01%
6,397
-1,004
4078
$270K ﹤0.01%
+12,904
4079
$270K ﹤0.01%
6,372
-3,015
4080
$270K ﹤0.01%
889
-440
4081
$270K ﹤0.01%
17,665
-5,504
4082
$269K ﹤0.01%
12,296
-4,790
4083
$269K ﹤0.01%
39,914
+28,820
4084
$268K ﹤0.01%
22,182
+11,909
4085
$268K ﹤0.01%
73,189
+18,393
4086
$268K ﹤0.01%
26,500
-8,700
4087
$267K ﹤0.01%
26,370
-1,495
4088
$266K ﹤0.01%
2,923
+43
4089
$266K ﹤0.01%
87,045
+4,076
4090
$266K ﹤0.01%
6,025
-111
4091
$264K ﹤0.01%
10,595
-46,297
4092
$264K ﹤0.01%
23,792
-1,989
4093
$263K ﹤0.01%
20,913
-209
4094
$263K ﹤0.01%
5,630
+957
4095
$263K ﹤0.01%
3,257
-4,321
4096
$262K ﹤0.01%
7,917
-8,500
4097
$262K ﹤0.01%
19,390
-39,414
4098
$262K ﹤0.01%
20,527
-5,602
4099
$262K ﹤0.01%
5,026
+4,787
4100
$261K ﹤0.01%
11,491
+789
162 163
164
165 166