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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6526
$2K ﹤0.01%
143
-9,357
6527
$2K ﹤0.01%
10
6528
$2K ﹤0.01%
47
-103
6529
$2K ﹤0.01%
234
-6,635
6530
$2K ﹤0.01%
141
-3,013
6531
$2K ﹤0.01%
+608
6532
$2K ﹤0.01%
90
-3,731
6533
$2K ﹤0.01%
+1,740
6534
$2K ﹤0.01%
36
-98
6535
$2K ﹤0.01%
95
-5,530
6536
$2K ﹤0.01%
67
-876
6537
$2K ﹤0.01%
311
-6,884
6538
$2K ﹤0.01%
100
-1,209
6539
$2K ﹤0.01%
55
6540
$2K ﹤0.01%
932
-2,480
6541
$2K ﹤0.01%
182
-11,908
6542
$2K ﹤0.01%
1
-1
6543
$2K ﹤0.01%
400
-23,032
6544
$2K ﹤0.01%
11
-18
6545
$2K ﹤0.01%
850
-2,958
6546
$2K ﹤0.01%
1,625
-8,229
6547
$2K ﹤0.01%
68
-1,518
6548
$2K ﹤0.01%
+74
6549
$2K ﹤0.01%
824
-2,340
6550
$2K ﹤0.01%
1
-4
260 261
262
263 264