UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,362
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$259M
3
+$224M
4
UBS icon
UBS Group
UBS
+$201M
5
DIS icon
Walt Disney
DIS
+$190M

Top Sells

1
+$645M
2
+$406M
3
+$344M
4
TD icon
Toronto Dominion Bank
TD
+$245M
5
BEAV
B/E Aerospace Inc
BEAV
+$198M

Sector Composition

1 Healthcare 8.38%
2 Financials 7.7%
3 Technology 6.87%
4 Industrials 6.65%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6476
$2K ﹤0.01%
79
-1,514
6477
$2K ﹤0.01%
9,343
+4,343
6478
$2K ﹤0.01%
+80
6479
$2K ﹤0.01%
+98
6480
$2K ﹤0.01%
+3,598
6481
$2K ﹤0.01%
+1,020
6482
$2K ﹤0.01%
447,097
+148,859
6483
$2K ﹤0.01%
455
-21,362
6484
$2K ﹤0.01%
413
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6485
$2K ﹤0.01%
34,135
-285,047
6486
$2K ﹤0.01%
1,305
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6487
$2K ﹤0.01%
291
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6488
$2K ﹤0.01%
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6489
$2K ﹤0.01%
82
6490
$2K ﹤0.01%
84
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6491
$2K ﹤0.01%
105
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6492
$2K ﹤0.01%
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6493
$2K ﹤0.01%
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6494
$2K ﹤0.01%
2,359
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6495
$2K ﹤0.01%
100
-163
6496
$2K ﹤0.01%
68
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6497
$2K ﹤0.01%
1,171
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6498
$2K ﹤0.01%
1,630
-1,433
6499
$2K ﹤0.01%
820
+720
6500
$2K ﹤0.01%
1,140
-2,324
258 259
260
261 262