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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4701
$51K ﹤0.01%
4,248
-125,477
4702
$51K ﹤0.01%
3,069
+1,000
4703
$51K ﹤0.01%
1,999
+1,259
4704
$51K ﹤0.01%
11,902
-68,672
4705
$51K ﹤0.01%
1,945
+1,032
4706
$51K ﹤0.01%
1,161
+71
4707
$51K ﹤0.01%
2,088
+290
4708
$51K ﹤0.01%
1,890
+14
4709
$51K ﹤0.01%
1,697
+500
4710
$51K ﹤0.01%
1,869
-831
4711
$50K ﹤0.01%
2,600
-377
4712
$50K ﹤0.01%
2,295
-227
4713
$50K ﹤0.01%
2,388
-3,679
4714
$50K ﹤0.01%
2,183
-2,569
4715
$50K ﹤0.01%
8,000
-2,721
4716
$50K ﹤0.01%
999
-12
4717
$50K ﹤0.01%
3,387
-11,085
4718
$50K ﹤0.01%
1,992
+38
4719
$50K ﹤0.01%
20,293
+17,195
4720
$50K ﹤0.01%
10,434
-9,972
4721
$50K ﹤0.01%
2,037
+568
4722
$50K ﹤0.01%
1,710
-1,713
4723
$50K ﹤0.01%
1,386
-15,760
4724
$50K ﹤0.01%
1,628
-4,435
4725
$50K ﹤0.01%
1,540
-13,156
187 188
189
190 191