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
6751
– –
-877
6752
– –
-3,372
6753
– –
-300
6754
– –
-4,191
6755
– –
-95,774
6756
– –
-45
6757
$0 ﹤0.01%
100
6758
– –
-5,748
6759
– –
-1,359
6760
– –
-31
6761
$0 ﹤0.01%
77
+8
6762
– –
-6,753
6763
– –
-2,458
6764
$0 ﹤0.01%
900
6765
– –
-3,298
6766
– –
-1,651
6767
– –
-302
6768
– –
-460
6769
– –
-1,865
6770
$0 ﹤0.01%
100
6771
$0 ﹤0.01%
+10
6772
– –
-778
6773
$0 ﹤0.01%
+450
6774
– –
-2,415
6775
– –
-699
269 270
271
272 273