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
4226
$213K ﹤0.01%
6,747
-548
4227
$213K ﹤0.01%
5,496
+5,096
4228
$213K ﹤0.01%
21,543
+80
4229
$213K ﹤0.01%
21,239
-750
4230
$212K ﹤0.01%
4,242
+3,453
4231
$212K ﹤0.01%
19,222
-3,907
4232
$211K ﹤0.01%
9,871
-546
4233
$211K ﹤0.01%
32,314
+4,188
4234
$211K ﹤0.01%
5,917
-8,211
4235
$211K ﹤0.01%
6,530
+2,619
4236
$211K ﹤0.01%
20,355
-61
4237
$210K ﹤0.01%
+4,145
4238
$209K ﹤0.01%
20,614
-921
4239
$208K ﹤0.01%
2,737
+2,573
4240
$208K ﹤0.01%
5,620
4241
$208K ﹤0.01%
20,947
+947
4242
$208K ﹤0.01%
20,974
+1
4243
$207K ﹤0.01%
4,120
-12
4244
$207K ﹤0.01%
3,350
+155
4245
$207K ﹤0.01%
4,018
-4,773
4246
$207K ﹤0.01%
40,402
+38,902
4247
$206K ﹤0.01%
16,302
+1,590
4248
$206K ﹤0.01%
8,059
-2,026
4249
$206K ﹤0.01%
38,654
+35,546
4250
$205K ﹤0.01%
8,186
-1,104
168 169
170
171 172