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
$151B
AUM Growth
+$9.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,277
New
Increased
Reduced
Closed

Top Buys

1
+$527M
2
+$500M
3
+$297M
4
SU icon
Suncor Energy
SU
+$296M
5
CERN
Cerner Corp
CERN
+$272M

Top Sells

1
+$760M
2
+$551M
3
+$530M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$448M
5
AER icon
AerCap
AER
+$321M

Sector Composition

1 Financials 8.94%
2 Technology 8.03%
3 Healthcare 7.42%
4 Industrials 6.17%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6701
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-29
6702
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6703
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-156,046
6704
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6705
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6706
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-6,990
6707
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6708
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-11,729
6709
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-2,163,236
6710
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-1,554
6711
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-170,522
6712
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-36,828
6713
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6714
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6715
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6716
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6717
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6718
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6720
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6721
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6722
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-8,561
6723
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-294,532
6724
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-13,504
6725
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-3,825
267 268
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