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
$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
6876
$0 ﹤0.01%
6
-24
6877
– –
-1,310
6878
– –
-1,421
6879
$0 ﹤0.01%
+1,000
6880
– –
-4,395
6881
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-92
6882
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0
6883
$0 ﹤0.01%
+259
6884
– –
-34
6885
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-69,043
6886
$0 ﹤0.01%
+500
6887
– –
-34,933
6888
– –
-1,065
6889
– –
-5,732
6890
$0 ﹤0.01%
100
6891
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-2,777
6892
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+17
6893
$0 ﹤0.01%
2
6894
– –
-562
6895
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-784
6896
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-1
6897
$0 ﹤0.01%
2
-2,665
6898
– –
-260
6899
– –
-4,077
6900
– –
-4,746
274 275
276
277 278