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
5101
$61K ﹤0.01%
+3,156
5102
$61K ﹤0.01%
1,303
-75
5103
$61K ﹤0.01%
1,970
+669
5104
$61K ﹤0.01%
9,648
+4,564
5105
$61K ﹤0.01%
2,575
+1,035
5106
$61K ﹤0.01%
2,786
+357
5107
$61K ﹤0.01%
2,840
+2,340
5108
$61K ﹤0.01%
3,367
+2,381
5109
$61K ﹤0.01%
2,699
+340
5110
$61K ﹤0.01%
7,361
-1,000
5111
$61K ﹤0.01%
2,073
5112
$61K ﹤0.01%
3,369
-6,822
5113
$61K ﹤0.01%
5,596
+3,778
5114
$61K ﹤0.01%
+6,124
5115
$61K ﹤0.01%
5,207
+2,297
5116
$61K ﹤0.01%
594
-13,608
5117
$61K ﹤0.01%
1,047
+30
5118
$61K ﹤0.01%
4,506
-286
5119
$61K ﹤0.01%
1,808
+1,763
5120
$60K ﹤0.01%
3,564
-978
5121
$60K ﹤0.01%
1,479
-812
5122
$60K ﹤0.01%
2,150
5123
$60K ﹤0.01%
1,205
5124
$60K ﹤0.01%
+2,275
5125
$60K ﹤0.01%
2,012
+1,126
203 204
205
206 207