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
526
$50.3M 0.02%
1,200,780
+4,228
527
$50.3M 0.02%
812,792
-22,659
528
$50.2M 0.02%
2,110,329
+377,500
529
$50.1M 0.02%
1,720,772
+107,650
530
$49.9M 0.02%
281,342
+7,498
531
$49.8M 0.02%
594,795
-3,038
532
$49.8M 0.02%
773,640
+29,820
533
$49.6M 0.02%
1,994,638
-3,264
534
$49.6M 0.02%
1,930,964
-60,982
535
$49.1M 0.02%
121,549
+23,021
536
$48.9M 0.02%
97,079
-35,760
537
$48.7M 0.02%
373,211
-200,710
538
$48.6M 0.02%
1,272,125
-136,806
539
$48.5M 0.02%
766,038
+10,749
540
$48.5M 0.02%
1,742,873
+902,699
541
$48.4M 0.02%
1,021,131
+11,368
542
$48M 0.02%
572,614
+135,690
543
$48M 0.02%
1,170,745
+49,165
544
$47.9M 0.02%
1,484,197
-85,178
545
$47.9M 0.02%
3,393,640
+171,870
546
$47.8M 0.02%
1,353,124
-1,670,698
547
$47.8M 0.02%
2,822,153
+276,059
548
$47.8M 0.02%
800,064
+197,841
549
$47.7M 0.02%
876,509
+36,745
550
$47.6M 0.02%
677,115
-1,970
20 21
22
23 24