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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$403M
3
+$391M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$381M
5
UNH icon
UnitedHealth
UNH
+$355M

Top Sells

1
+$3.79B
2
+$626M
3
+$596M
4
JNJ icon
Johnson & Johnson
JNJ
+$307M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$256M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$61.8M 0.03%
659,660
+210,061
552
$61.8M 0.03%
559,341
+5,618
553
$61.6M 0.03%
4,173,865
-309,388
554
$61.2M 0.03%
1,331,718
+52,455
555
$61.1M 0.03%
652,095
-31,746
556
$60.9M 0.03%
1,198,010
+9,302
557
$60.8M 0.03%
242,178
+29,794
558
$60.8M 0.03%
702,537
-1,212,911
559
$60.6M 0.03%
589,410
+321,292
560
$60.1M 0.03%
1,018,492
+38,557
561
$60M 0.03%
5,275,413
+151,400
562
$59.9M 0.03%
358,529
-820
563
$59.8M 0.03%
1,320,730
+34,356
564
$59.6M 0.03%
257,132
+60,544
565
$59.5M 0.03%
937,238
+114,037
566
$59.5M 0.03%
940,666
+296,099
567
$59.5M 0.03%
812,736
+71,564
568
$59.4M 0.03%
667,754
+214,891
569
$59.4M 0.03%
313,867
+147,554
570
$59.1M 0.03%
2,227,078
-949,809
571
$58.6M 0.03%
499,364
-65,855
572
$58.4M 0.03%
892,986
+95,421
573
$58.3M 0.03%
1,122,513
+203,841
574
$58.2M 0.03%
2,387,771
+140,288
575
$58.1M 0.03%
49,075
-23,745
21 22
23
24 25