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
426
$81.4M 0.04%
387,462
-694
427
$81.1M 0.04%
1,054,074
-141,450
428
$81M 0.04%
1,482,970
-264,345
429
$80.8M 0.04%
860,927
+150,169
430
$80.8M 0.04%
835,992
-125,917
431
$80.4M 0.04%
695,192
-46,748
432
$80.4M 0.04%
1,350,833
+65,443
433
$80.4M 0.04%
1,832,482
-1,588,264
434
$79.8M 0.04%
1,001,194
-678,799
435
$79.6M 0.04%
1,321,669
-237,481
436
$79.5M 0.04%
1,052,593
-682,592
437
$79.3M 0.04%
2,008,462
+1,437,446
438
$78.9M 0.04%
565,219
+90,003
439
$78.6M 0.04%
1,300,207
+125,970
440
$78.5M 0.04%
1,242,476
-217,432
441
$78.4M 0.04%
1,142,448
-353,363
442
$78.4M 0.04%
2,682,736
+35,133
443
$78.3M 0.04%
339,759
-65,952
444
$78.3M 0.04%
778,504
+209,124
445
$78.1M 0.04%
2,199,841
-805,787
446
$77.5M 0.04%
479,701
-11,504
447
$77.4M 0.04%
2,193,252
+208,899
448
$76.9M 0.04%
616,172
+149,819
449
$75.6M 0.03%
1,352,676
-1,005,640
450
$75.3M 0.03%
2,001,170
-129,762
16 17
18
19 20