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
26
$1.3B 0.64%
6,973,433
-537,315
27
$1.24B 0.61%
4,646,624
+207,104
28
$1.22B 0.6%
4,520,790
+32,819
29
$1.17B 0.58%
32,971,126
+806,805
30
$1.15B 0.57%
19,206,600
-1,520,820
31
$1.09B 0.54%
25,110,842
+341,292
32
$1.08B 0.54%
7,230,904
+200,787
33
$1.06B 0.53%
47,684,192
+3,428,708
34
$1.06B 0.52%
6,314,775
+482,433
35
$1.05B 0.52%
22,755,343
+3,225,719
36
$1.04B 0.51%
42,665,126
-3,452,475
37
$1.02B 0.51%
2,173,877
-130,714
38
$998M 0.49%
6,400,922
-21,406
39
$995M 0.49%
5,901,995
+917,131
40
$988M 0.49%
6,069,416
-545,363
41
$988M 0.49%
24,530,410
+1,118,755
42
$986M 0.49%
5,983,157
+1,335,051
43
$975M 0.48%
14,562,510
+1,715,869
44
$944M 0.47%
2,537,076
+227,989
45
$928M 0.46%
5,816,849
+571,656
46
$926M 0.46%
22,140,558
-977,619
47
$925M 0.46%
8,052,325
+331,735
48
$904M 0.45%
35,639,043
+315,271
49
$903M 0.45%
10,620,316
-1,447,574
50
$845M 0.42%
10,155,340
+88,277
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