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
$128B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,362
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$259M
3
+$224M
4
UBS icon
UBS Group
UBS
+$201M
5
DIS icon
Walt Disney
DIS
+$190M

Top Sells

1
+$645M
2
+$406M
3
+$344M
4
TD icon
Toronto Dominion Bank
TD
+$245M
5
BEAV
B/E Aerospace Inc
BEAV
+$198M

Sector Composition

1 Healthcare 8.38%
2 Financials 7.7%
3 Technology 6.87%
4 Industrials 6.65%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4626
$51K ﹤0.01%
18,305
+2,805
4627
$51K ﹤0.01%
5,084
+2,784
4628
$51K ﹤0.01%
+2,161
4629
$51K ﹤0.01%
3,173
+2,765
4630
$51K ﹤0.01%
1,285
-333
4631
$51K ﹤0.01%
+1,949
4632
$51K ﹤0.01%
9,637
-888
4633
$51K ﹤0.01%
88
-6
4634
$51K ﹤0.01%
1,206
+1,173
4635
$51K ﹤0.01%
+2,666
4636
$50K ﹤0.01%
2,167
+1,117
4637
$50K ﹤0.01%
2,575
+329
4638
$50K ﹤0.01%
10,649
+6,300
4639
$50K ﹤0.01%
231
-62
4640
$50K ﹤0.01%
2,222
-17,416
4641
$50K ﹤0.01%
1,154
+253
4642
$50K ﹤0.01%
3,173
+2,768
4643
$50K ﹤0.01%
2,123
+2,023
4644
$50K ﹤0.01%
6,631
-799
4645
$50K ﹤0.01%
1,846
-12,030
4646
$50K ﹤0.01%
3,384
-3,955
4647
$50K ﹤0.01%
1,647
-1,622
4648
$50K ﹤0.01%
1,835
-12,241
4649
$50K ﹤0.01%
7,770
+370
4650
$50K ﹤0.01%
2,727
184 185
186
187 188