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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$48.4M 0.03%
415,014
+145,061
452
$48.2M 0.03%
97,201
+38,190
453
$48.2M 0.03%
1,615,021
+495,189
454
$47.8M 0.03%
1,195,760
-23,222
455
$47.8M 0.03%
408,264
+29,307
456
$47.5M 0.03%
2,191,280
+939,895
457
$47.5M 0.03%
482,630
+31,099
458
$47.4M 0.03%
855,506
+12,441
459
$47.3M 0.03%
1,461,847
+14,799
460
$47.3M 0.03%
977,012
+100,197
461
$47.1M 0.03%
1,281,012
-155,896
462
$47.1M 0.03%
1,318,752
+82,331
463
$47M 0.03%
489,177
+120,457
464
$46.7M 0.03%
969,628
-783,118
465
$46.5M 0.03%
1,230,654
+10,321
466
$46.5M 0.03%
2,905,739
-769,550
467
$46.4M 0.03%
1,165,561
-135,258
468
$45.8M 0.03%
2,527,198
+49,829
469
$45.7M 0.03%
2,438,278
+318,952
470
$45.6M 0.03%
1,372,455
-294,935
471
$45.5M 0.03%
2,202,885
-163,090
472
$45.5M 0.03%
736,327
+16,305
473
$45.4M 0.03%
496,024
+22,489
474
$45.3M 0.03%
311,556
-457,864
475
$45.3M 0.03%
1,371,807
-47,533
17 18
19
20 21