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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$86.5M 0.04%
6,935,398
-1,942,602
402
$86.1M 0.04%
153,830
-6,333
403
$85.8M 0.04%
2,284,542
+365,447
404
$85.5M 0.04%
609,525
+5,887
405
$85.1M 0.04%
554,164
+104,588
406
$85M 0.04%
1,448,274
+21,298
407
$85M 0.04%
34,563
+1,165
408
$84.8M 0.04%
535,760
+35,430
409
$84.7M 0.04%
2,098,960
-867,414
410
$84.6M 0.04%
218,967
+32,255
411
$84.5M 0.04%
3,915,074
-266,704
412
$84.4M 0.04%
508,487
-28,763
413
$83.8M 0.04%
3,176,887
-60,021
414
$83.7M 0.04%
101,844
-37,451
415
$83.5M 0.04%
3,037,955
+359,831
416
$83.5M 0.04%
753,474
+121,653
417
$83.5M 0.04%
1,104,606
-37,028
418
$83.3M 0.04%
1,026,105
-55,773
419
$82.7M 0.04%
563,884
+33,396
420
$82.5M 0.04%
226,504
-31,155
421
$82.5M 0.04%
1,526,692
-61,476
422
$82.3M 0.04%
1,962,156
-366,392
423
$82.3M 0.04%
296,084
+1,809
424
$82.3M 0.04%
1,124,008
+297,269
425
$82.1M 0.04%
713,081
+95,483
15 16
17
18 19