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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6726
– –
-1,016
6727
– –
-90,399
6728
– –
-1,408
6729
– –
-1,139
6730
– –
-971
6731
– –
-732,414
6732
– –
-91,348
6733
– –
-756
6734
– –
-39
6735
– –
-323,917
6736
– –
-25,339
6737
– –
-6,790
6738
– –
-11,984
6739
– –
-2,009
6740
– –
-290
6741
– –
-491
6742
– –
-500
6743
– –
-10,995
6744
– –
-3,272
6745
– –
-3,617
6746
– –
-1,322
6747
– –
-2,899
6748
– –
-5,617
6749
– –
-6,478
6750
– –
-8,444
268 269
270
271 272