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
$128B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,362
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$259M
3
+$224M
4
UBS icon
UBS Group
UBS
+$201M
5
DIS icon
Walt Disney
DIS
+$190M

Top Sells

1
+$645M
2
+$406M
3
+$344M
4
TD icon
Toronto Dominion Bank
TD
+$245M
5
BEAV
B/E Aerospace Inc
BEAV
+$198M

Sector Composition

1 Healthcare 8.38%
2 Financials 7.7%
3 Technology 6.87%
4 Industrials 6.65%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4176
$101K ﹤0.01%
2,847
+1,901
4177
$100K ﹤0.01%
50,087
-1,327
4178
$100K ﹤0.01%
1,423
+1,244
4179
$100K ﹤0.01%
54,000
-10,222
4180
$100K ﹤0.01%
1,394
+130
4181
$100K ﹤0.01%
14,811
+10,724
4182
$100K ﹤0.01%
1,111
-211
4183
$100K ﹤0.01%
28,281
+4,745
4184
$100K ﹤0.01%
6,190
+1,550
4185
$100K ﹤0.01%
7,847
+2,180
4186
$100K ﹤0.01%
7,641
+1,663
4187
$100K ﹤0.01%
5,678
+4,078
4188
$100K ﹤0.01%
2,863
-11,213
4189
$99K ﹤0.01%
2,636
+1,599
4190
$99K ﹤0.01%
2,570
+879
4191
$99K ﹤0.01%
+3,871
4192
$99K ﹤0.01%
5,007
+778
4193
$98K ﹤0.01%
9,309
+2,600
4194
$98K ﹤0.01%
2,976
-814
4195
$98K ﹤0.01%
2,170
+34
4196
$98K ﹤0.01%
+11,935
4197
$98K ﹤0.01%
173
+166
4198
$98K ﹤0.01%
453
+103
4199
$98K ﹤0.01%
8,664
+2,016
4200
$98K ﹤0.01%
5,019
+167
166 167
168
169 170