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
$208B
AUM Growth
+$33.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,696
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$778M
3
+$569M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$351M
5
JNJ icon
Johnson & Johnson
JNJ
+$336M

Top Sells

1
+$372M
2
+$237M
3
+$223M
4
IYR icon
iShares US Real Estate ETF
IYR
+$217M
5
VRT icon
Vertiv
VRT
+$144M

Sector Composition

1 Technology 13.92%
2 Healthcare 9.62%
3 Financials 9.19%
4 Consumer Discretionary 6.32%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2B 0.58%
10,863,852
+2,441,434
27
$1.17B 0.56%
2,560,612
+349,147
28
$1.16B 0.56%
3,021,028
-53,828
29
$1.14B 0.55%
13,663,332
+1,213,783
30
$1.12B 0.54%
5,264,425
-140,170
31
$1.12B 0.54%
11,061,439
+679,962
32
$1.08B 0.52%
7,145,653
-370,094
33
$1.08B 0.52%
24,746,320
-1,637,108
34
$1.08B 0.52%
74,013,930
+16,376,540
35
$1.08B 0.52%
31,439,630
+9,447,572
36
$1.06B 0.51%
25,184,229
+681,854
37
$1.05B 0.5%
4,904,011
+576,521
38
$1.05B 0.5%
3,396,490
+478,521
39
$1.04B 0.5%
21,549,620
-62,765
40
$1.04B 0.5%
1,882,612
+82,745
41
$1.01B 0.48%
3,843,142
+486,697
42
$986M 0.47%
2,806,066
-193,495
43
$981M 0.47%
5,644,075
+332,054
44
$960M 0.46%
6,321,920
+327,089
45
$944M 0.45%
5,227,115
+488,671
46
$918M 0.44%
9,703,552
+310,303
47
$917M 0.44%
17,893,569
+2,991,764
48
$839M 0.4%
3,567,660
+554,733
49
$822M 0.39%
1,688,734
+232,306
50
$814M 0.39%
8,209,242
+785,128
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