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UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
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
6576
$2K ﹤0.01%
197
+103
6577
$2K ﹤0.01%
+3,328
6578
$2K ﹤0.01%
+3
6579
$2K ﹤0.01%
124
-3,891
6580
$2K ﹤0.01%
88
-1,390
6581
$2K ﹤0.01%
16
-79
6582
$2K ﹤0.01%
1,501
+536
6583
$2K ﹤0.01%
215
-833
6584
$2K ﹤0.01%
90
-2,603
6585
$2K ﹤0.01%
181
+162
6586
$2K ﹤0.01%
298
-5,133
6587
$2K ﹤0.01%
112
+17
6588
$2K ﹤0.01%
100
-2,231
6589
$2K ﹤0.01%
263
-1,413
6590
$2K ﹤0.01%
375
-99
6591
$2K ﹤0.01%
3,390
-9,367
6592
$2K ﹤0.01%
112
-2,024
6593
$2K ﹤0.01%
250
-8,658
6594
$2K ﹤0.01%
801
-1,340
6595
$2K ﹤0.01%
9
-319
6596
$2K ﹤0.01%
+131
6597
$2K ﹤0.01%
+1,492
6598
$2K ﹤0.01%
4,400
+2,200
6599
$2K ﹤0.01%
104
-2,770
6600
$2K ﹤0.01%
64
-690
262 263
264
265 266