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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4126
$124K ﹤0.01%
16,841
+490
4127
$123K ﹤0.01%
2,726
-284
4128
$123K ﹤0.01%
8,044
+4,853
4129
$122K ﹤0.01%
3,489
+243
4130
$122K ﹤0.01%
5,894
-1,834
4131
$121K ﹤0.01%
5,400
+1,666
4132
$121K ﹤0.01%
3,150
-4,030
4133
$121K ﹤0.01%
4,342
-1,047
4134
$121K ﹤0.01%
4,945
-995
4135
$121K ﹤0.01%
10,808
+10,760
4136
$121K ﹤0.01%
92,064
+1,028
4137
$120K ﹤0.01%
3,115
-15
4138
$120K ﹤0.01%
2,792
+295
4139
$120K ﹤0.01%
184
+166
4140
$120K ﹤0.01%
14,254
-155,010
4141
$120K ﹤0.01%
8,200
+6,165
4142
$120K ﹤0.01%
6,181
+3,900
4143
$119K ﹤0.01%
3,405
-9,600
4144
$119K ﹤0.01%
3,395
-2,051
4145
$119K ﹤0.01%
27,091
+12,573
4146
$119K ﹤0.01%
4,478
-778
4147
$119K ﹤0.01%
34,976
+17,358
4148
$118K ﹤0.01%
3,156
-1,233
4149
$118K ﹤0.01%
6,792
4150
$118K ﹤0.01%
29,774
164 165
166
167 168