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
476
$45.2M 0.03%
1,345,937
+397,205
477
$45.1M 0.03%
1,404,800
-970,531
478
$45.1M 0.03%
722,713
+249,264
479
$44.9M 0.03%
958,562
-48,439
480
$44.7M 0.03%
683,209
+146,041
481
$44.6M 0.03%
936,157
+225,085
482
$44.6M 0.03%
4,355,787
+117,063
483
$44.4M 0.03%
593,272
-40,116
484
$44.4M 0.03%
443,551
+50,593
485
$44.4M 0.03%
663,503
+125,443
486
$44.2M 0.03%
3,226,539
-54,710
487
$44.1M 0.03%
1,590,239
+237,094
488
$44M 0.03%
559,510
+53,732
489
$44M 0.03%
598,456
+111,401
490
$43.8M 0.03%
1,253,173
+197,988
491
$43.7M 0.03%
684,247
+19,560
492
$43.7M 0.03%
340,374
+27,181
493
$43.6M 0.03%
1,883,336
-137,832
494
$43.6M 0.03%
753,356
+150,965
495
$43.4M 0.03%
2,307,175
+113,380
496
$43.3M 0.03%
913,958
+104,884
497
$43.3M 0.03%
1,444,465
+210,684
498
$43.2M 0.03%
746,285
-4,184
499
$43.2M 0.03%
3,594,780
-1,000,899
500
$42.9M 0.03%
852,146
-9,218
18 19
20
21 22