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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6376
$2K ﹤0.01%
12
-4
6377
$2K ﹤0.01%
+113
6378
$2K ﹤0.01%
60
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6379
$2K ﹤0.01%
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$2K ﹤0.01%
20
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6381
$2K ﹤0.01%
3,260
-2,700
6382
$2K ﹤0.01%
104
-1,928
6383
$2K ﹤0.01%
1,040
-1,119
6384
$2K ﹤0.01%
648
-2,101
6385
$2K ﹤0.01%
2,044
-6,411
6386
$2K ﹤0.01%
100
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6387
$2K ﹤0.01%
387
-400
6388
$2K ﹤0.01%
+10,900
6389
$2K ﹤0.01%
72
6390
$2K ﹤0.01%
35
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6391
$2K ﹤0.01%
254
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6392
$2K ﹤0.01%
104,259
+12,254
6393
$2K ﹤0.01%
+66
6394
$2K ﹤0.01%
100
+78
6395
$2K ﹤0.01%
106
6396
$2K ﹤0.01%
486
-406
6397
$2K ﹤0.01%
+180
6398
$2K ﹤0.01%
1,000
-424
6399
$2K ﹤0.01%
+185
6400
$2K ﹤0.01%
4,600
254 255
256
257 258