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
4701
$110K ﹤0.01%
1,116
-1,533
4702
$110K ﹤0.01%
2,071
+1,080
4703
$110K ﹤0.01%
6,168
-2,339
4704
$110K ﹤0.01%
5,105
-1,346
4705
$109K ﹤0.01%
1,334
-3,166
4706
$109K ﹤0.01%
10,669
-1,174
4707
$109K ﹤0.01%
1,799
+1,207
4708
$108K ﹤0.01%
+2,261
4709
$107K ﹤0.01%
2,147
-500
4710
$107K ﹤0.01%
8,603
-449
4711
$107K ﹤0.01%
6,846
+412
4712
$107K ﹤0.01%
1,868
+712
4713
$107K ﹤0.01%
10,519
+6,346
4714
$106K ﹤0.01%
2,765
-5,503
4715
$106K ﹤0.01%
3,596
-3,321
4716
$106K ﹤0.01%
404
+314
4717
$106K ﹤0.01%
12,261
+7,181
4718
$106K ﹤0.01%
10,647
-265
4719
$105K ﹤0.01%
70,294
-17,099
4720
$105K ﹤0.01%
4,139
+168
4721
$105K ﹤0.01%
1,486
-853
4722
$105K ﹤0.01%
2,248
+392
4723
$105K ﹤0.01%
+4,369
4724
$105K ﹤0.01%
+2,088
4725
$105K ﹤0.01%
10,484
-1,450
187 188
189
190 191