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
401
$49M 0.04%
772,186
+23,206
402
$48.9M 0.04%
761,976
-87,362
403
$48.7M 0.04%
971,596
+55,032
404
$48.7M 0.04%
871,819
+236,287
405
$48.5M 0.04%
1,291,538
+299,230
406
$48.4M 0.04%
633,019
+107,796
407
$48.1M 0.04%
1,656,881
+46,149
408
$47.8M 0.04%
502,220
+17,720
409
$47.6M 0.04%
2,358,999
-1,622,031
410
$47.5M 0.04%
1,662,600
+179,632
411
$47.2M 0.04%
424,291
+5,975
412
$47M 0.04%
2,031,612
+40,509
413
$46.9M 0.04%
1,074,782
-160,371
414
$46.7M 0.04%
1,170,923
+185,591
415
$46.6M 0.04%
968,663
+11,366
416
$46.4M 0.04%
1,033,244
+59,052
417
$46.2M 0.04%
1,334,126
-66,223
418
$46.2M 0.04%
1,989,819
-1,353,496
419
$45.7M 0.04%
472,783
-114,767
420
$45.3M 0.04%
1,077,107
-378,658
421
$45.3M 0.04%
536,134
+97,212
422
$45.3M 0.04%
1,349,172
+102,530
423
$44.8M 0.03%
1,010,765
-483,483
424
$44.5M 0.03%
1,780,961
+1,776,816
425
$44.2M 0.03%
301,708
+3,419
15 16
17
18 19