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
$202B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,528
New
Increased
Reduced
Closed

Top Buys

1
+$880M
2
+$583M
3
+$528M
4
AMZN icon
Amazon
AMZN
+$340M
5
AAPL icon
Apple
AAPL
+$289M

Top Sells

1
+$524M
2
+$337M
3
+$308M
4
WPZ
Williams Partners L.P.
WPZ
+$274M
5
SBUX icon
Starbucks
SBUX
+$262M

Sector Composition

1 Technology 11.56%
2 Financials 8.88%
3 Healthcare 8.04%
4 Consumer Discretionary 6.63%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4651
$108K ﹤0.01%
6,536
-289
4652
$108K ﹤0.01%
4,287
+635
4653
$107K ﹤0.01%
5,867
-1,084
4654
$107K ﹤0.01%
4,949
+1,833
4655
$107K ﹤0.01%
5,295
-2,402
4656
$107K ﹤0.01%
2,470
+984
4657
$107K ﹤0.01%
10,032
+3,947
4658
$107K ﹤0.01%
6,285
+2,386
4659
$107K ﹤0.01%
15,536
-15,734
4660
$107K ﹤0.01%
1,129
+631
4661
$107K ﹤0.01%
9,590
+1,755
4662
$107K ﹤0.01%
3,145
+1,633
4663
$107K ﹤0.01%
431
-267
4664
$107K ﹤0.01%
4,216
+2,750
4665
$107K ﹤0.01%
1,774
-3,482
4666
$107K ﹤0.01%
4,237
-39,484
4667
$107K ﹤0.01%
9,715
+3,138
4668
$106K ﹤0.01%
3,068
+1,838
4669
$106K ﹤0.01%
2,958
+1,488
4670
$106K ﹤0.01%
4,338
+2,647
4671
$106K ﹤0.01%
12,054
+2,914
4672
$106K ﹤0.01%
1,125
+852
4673
$106K ﹤0.01%
156
+93
4674
$106K ﹤0.01%
12,648
+4,076
4675
$106K ﹤0.01%
6,799
+2,889
185 186
187
188 189