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
4426
$163K ﹤0.01%
16,336
-600
4427
$162K ﹤0.01%
9,536
-6,356
4428
$162K ﹤0.01%
20,191
-7,601
4429
$162K ﹤0.01%
2,338
+755
4430
$162K ﹤0.01%
16,276
-1,599
4431
$161K ﹤0.01%
31,713
-4,379
4432
$161K ﹤0.01%
9,100
+2,971
4433
$161K ﹤0.01%
16,270
+282
4434
$161K ﹤0.01%
16,167
-950
4435
$161K ﹤0.01%
16,218
-1,230
4436
$160K ﹤0.01%
9,453
4437
$160K ﹤0.01%
13,843
-245
4438
$160K ﹤0.01%
8,605
-2,541
4439
$159K ﹤0.01%
3,381
-2,034
4440
$159K ﹤0.01%
1,457
-718
4441
$159K ﹤0.01%
9,894
-519
4442
$159K ﹤0.01%
2,981
+1,146
4443
$159K ﹤0.01%
7,342
-4,730
4444
$159K ﹤0.01%
15,969
+15,296
4445
$159K ﹤0.01%
15,991
-1,700
4446
$159K ﹤0.01%
8,521
+4,536
4447
$159K ﹤0.01%
16,001
-1,337
4448
$158K ﹤0.01%
30,833
+4,692
4449
$158K ﹤0.01%
15,718
-855
4450
$158K ﹤0.01%
12,360
-4,716
176 177
178
179 180