We are live on ! Find out more
UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5001
$34K ﹤0.01%
2,684
-10,974
5002
$34K ﹤0.01%
850
+200
5003
$34K ﹤0.01%
501
-315
5004
$34K ﹤0.01%
1,633
-5,870
5005
$34K ﹤0.01%
6,724
-2,382
5006
$34K ﹤0.01%
+2,667
5007
$34K ﹤0.01%
1,855
-34,551
5008
$34K ﹤0.01%
1,754
-4,807
5009
$34K ﹤0.01%
1,975
5010
$34K ﹤0.01%
1,619
-200
5011
$34K ﹤0.01%
703
-1,324
5012
$34K ﹤0.01%
17,496
-1,051
5013
$34K ﹤0.01%
3,820
+671
5014
$34K ﹤0.01%
505
-259
5015
$34K ﹤0.01%
4,094
-5,235
5016
$34K ﹤0.01%
3,289
-950
5017
$34K ﹤0.01%
+3,300
5018
$33K ﹤0.01%
+1,651
5019
$33K ﹤0.01%
2,261
+1,761
5020
$33K ﹤0.01%
2,996
-1,662
5021
$33K ﹤0.01%
1,026
+56
5022
$33K ﹤0.01%
+1,500
5023
$33K ﹤0.01%
1,424
-14,238
5024
$33K ﹤0.01%
2,651
+280
5025
$33K ﹤0.01%
+1,344
199 200
201
202 203