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
$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
6676
– –
-475
6677
– –
-4,122
6678
– –
-172,072
6679
$0 ﹤0.01%
5
-45
6680
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-500
6681
– –
-1,203
6682
$0 ﹤0.01%
+93
6683
$0 ﹤0.01%
+84
6684
– –
-847
6685
– –
-1,000
6686
– –
-1,200
6687
– –
-5,321
6688
$0 ﹤0.01%
+25
6689
$0 ﹤0.01%
907
-782
6690
$0 ﹤0.01%
+1,184
6691
– –
-3,155
6692
– –
-1,456
6693
– –
-4,084
6694
– –
-57
6695
– –
-2,771
6696
$0 ﹤0.01%
400
6697
– –
-153
6698
– –
-19
6699
– –
-622
6700
– –
-8,729
266 267
268
269 270