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
401
$105M 0.04%
1,537,726
-41,987
402
$104M 0.04%
960,920
+293,666
403
$104M 0.04%
801,969
+246,114
404
$103M 0.04%
251,788
+15,660
405
$103M 0.04%
1,391,662
+374,619
406
$102M 0.04%
128,868
+4,685
407
$102M 0.04%
1,461,134
+307,120
408
$101M 0.04%
1,120,712
-159,881
409
$101M 0.04%
946,994
+66,667
410
$101M 0.04%
1,362,392
+399,206
411
$100M 0.04%
9,866,926
-1,600,282
412
$100M 0.04%
4,161,708
+225,439
413
$100M 0.04%
3,272,663
+41,265
414
$99.6M 0.04%
1,776,818
-150,968
415
$99.5M 0.04%
2,749,113
+65,648
416
$99.5M 0.04%
1,947,993
+87,858
417
$99.4M 0.04%
283,273
+12,289
418
$98.5M 0.04%
1,077,379
-65,221
419
$97.8M 0.04%
6,509,854
-228,320
420
$97.6M 0.04%
713,820
+148,220
421
$97.6M 0.04%
1,882,068
-81,178
422
$97.3M 0.04%
6,696,336
-3,970,063
423
$95.4M 0.04%
349,631
+43,057
424
$94.6M 0.04%
165,895
-9,518
425
$94.4M 0.04%
502,311
-550
15 16
17
18 19