UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208B
AUM Growth
+$33.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,696
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$778M
3
+$569M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$351M
5
JNJ icon
Johnson & Johnson
JNJ
+$336M

Top Sells

1
+$372M
2
+$237M
3
+$223M
4
IYR icon
iShares US Real Estate ETF
IYR
+$217M
5
VRT icon
Vertiv
VRT
+$144M

Sector Composition

1 Technology 13.92%
2 Healthcare 9.62%
3 Financials 9.19%
4 Consumer Discretionary 6.32%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$87.6M 0.04%
202,736
+61,337
402
$87.3M 0.04%
829,519
+185,499
403
$87.3M 0.04%
1,493,127
+90,637
404
$86.9M 0.04%
3,236,908
+123,807
405
$85.7M 0.04%
631,821
+276,500
406
$85.6M 0.04%
405,711
+104,121
407
$84.5M 0.04%
641,082
+273,193
408
$84M 0.04%
491,205
+201,533
409
$83.9M 0.04%
1,001,123
+12,141
410
$83.8M 0.04%
741,940
+343,864
411
$83.3M 0.04%
5,868,427
-4,452,114
412
$83.3M 0.04%
1,315,462
+1,267,537
413
$82.7M 0.04%
1,334,292
+51,657
414
$82.5M 0.04%
257,659
+71,248
415
$82.5M 0.04%
3,390,377
+1,754,960
416
$82.4M 0.04%
33,398
+12,599
417
$82.4M 0.04%
1,081,878
-41,829
418
$82.2M 0.04%
581,289
+227,751
419
$82.2M 0.04%
2,191,637
-222,796
420
$81.9M 0.04%
2,001,707
-897,629
421
$81.8M 0.04%
1,263,841
+150,527
422
$81.8M 0.04%
3,159,340
-52,042
423
$81.6M 0.04%
1,791,715
+575,605
424
$81.5M 0.04%
294,275
+147,458
425
$81M 0.04%
2,052,861
+32,529
15 16
17
18 19