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
$218B
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,153
New
Increased
Reduced
Closed

Top Buys

1
+$440M
2
+$390M
3
+$275M
4
AMD icon
Advanced Micro Devices
AMD
+$228M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$213M

Top Sells

1
+$538M
2
+$473M
3
+$397M
4
MSFT icon
Microsoft
MSFT
+$366M
5
UNH icon
UnitedHealth
UNH
+$312M

Sector Composition

1 Technology 16.51%
2 Financials 8.9%
3 Healthcare 8.35%
4 Consumer Discretionary 6.66%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33B 0.61%
5,041,784
-405,147
27
$1.33B 0.61%
11,282,626
-1,131,476
28
$1.27B 0.58%
2,958,694
+85,692
29
$1.26B 0.58%
12,215,248
-489,666
30
$1.25B 0.57%
3,571,860
+125,760
31
$1.23B 0.56%
5,893,615
+106,353
32
$1.19B 0.55%
2,223,021
-217,432
33
$1.18B 0.54%
27,069,321
+252,439
34
$1.14B 0.52%
2,909,588
+182,361
35
$1.12B 0.51%
4,472,830
-278,248
36
$1.11B 0.51%
22,348,710
+546,440
37
$1.07B 0.49%
19,201,161
-1,409,471
38
$1.06B 0.48%
6,967,896
+14,207
39
$1.03B 0.47%
2,042,646
-65,347
40
$1B 0.46%
14,525,608
+2,979,455
41
$994M 0.46%
10,852,625
+579,423
42
$985M 0.45%
5,815,966
+898,024
43
$962M 0.44%
6,193,346
+8,076
44
$922M 0.42%
9,777,243
+96,819
45
$907M 0.42%
2,291,138
-96,999
46
$904M 0.41%
19,992,902
+2,617,934
47
$901M 0.41%
2,932,983
+159,392
48
$843M 0.39%
5,948,672
+880,506
49
$838M 0.38%
3,946,139
+33,079
50
$828M 0.38%
4,686,432
+236,715
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