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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4301
$91K ﹤0.01%
3,430
-1,258
4302
$91K ﹤0.01%
4,223
+1,415
4303
$91K ﹤0.01%
215
-11
4304
$91K ﹤0.01%
5,880
+3,507
4305
$91K ﹤0.01%
+5,226
4306
$91K ﹤0.01%
1,024
+766
4307
$91K ﹤0.01%
4,997
+680
4308
$91K ﹤0.01%
10,203
-930,954
4309
$91K ﹤0.01%
28,187
+1,518
4310
$90K ﹤0.01%
3,287
-1,175
4311
$90K ﹤0.01%
6,442
+4,663
4312
$90K ﹤0.01%
2,893
-1,172
4313
$90K ﹤0.01%
17,726
-46,072
4314
$89K ﹤0.01%
1,807
+86
4315
$89K ﹤0.01%
4,143
-829
4316
$89K ﹤0.01%
+3,175
4317
$89K ﹤0.01%
4,578
-3,151
4318
$89K ﹤0.01%
8,722
+721
4319
$89K ﹤0.01%
+20,000
4320
$89K ﹤0.01%
2,320
-233
4321
$89K ﹤0.01%
1,005
+150
4322
$88K ﹤0.01%
2,239
+691
4323
$88K ﹤0.01%
2,820
+2,370
4324
$88K ﹤0.01%
2,466
+433
4325
$88K ﹤0.01%
2,067
171 172
173
174 175