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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$64.7M 0.03%
139
-9
502
$64.4M 0.03%
4,336,524
+2,866,338
503
$64.4M 0.03%
146,061
-56,675
504
$64M 0.03%
2,779,409
+835,004
505
$63.8M 0.03%
7,287,295
+1,275,069
506
$63.8M 0.03%
529,679
-575,214
507
$63.7M 0.03%
443,769
-137,520
508
$63.6M 0.03%
1,061,110
-202,731
509
$63.5M 0.03%
1,680,522
+38,325
510
$63.2M 0.03%
1,188,708
-625,356
511
$62.8M 0.03%
4,483,253
-47,109
512
$62.3M 0.03%
1,968,815
-377,438
513
$62.1M 0.03%
1,043,920
-6,398
514
$62.1M 0.03%
280,891
+37,695
515
$62M 0.03%
1,495,661
-506,046
516
$62M 0.03%
1,033,192
-385,500
517
$61.7M 0.03%
1,565,724
+388,487
518
$61.7M 0.03%
571,210
-63,995
519
$61.6M 0.03%
1,618,511
-573,126
520
$61.6M 0.03%
321,973
-45,341
521
$61.5M 0.03%
313,529
-55,254
522
$61.4M 0.03%
2,664,236
+211,370
523
$61.1M 0.03%
3,650,560
+690,781
524
$60.5M 0.03%
717,407
-88,304
525
$60.5M 0.03%
553,723
+9,805
19 20
21
22 23