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
$202B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,528
New
Increased
Reduced
Closed

Top Buys

1
+$880M
2
+$583M
3
+$528M
4
AMZN icon
Amazon
AMZN
+$340M
5
AAPL icon
Apple
AAPL
+$289M

Top Sells

1
+$524M
2
+$337M
3
+$308M
4
WPZ
Williams Partners L.P.
WPZ
+$274M
5
SBUX icon
Starbucks
SBUX
+$262M

Sector Composition

1 Technology 11.56%
2 Financials 8.88%
3 Healthcare 8.04%
4 Consumer Discretionary 6.63%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6926
$1K ﹤0.01%
+20
6927
$1K ﹤0.01%
+49
6928
$1K ﹤0.01%
+100
6929
$1K ﹤0.01%
+33
6930
$1K ﹤0.01%
50
-1,566
6931
– –
-3,183
6932
– –
-2,115,927
6933
– –
-8,666
6934
– –
-100,142
6935
– –
-201,279
6936
– –
-23,128
6937
– –
-32,316
6938
– –
-6,538
6939
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-182,750
6940
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-1,259
6941
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-100
6942
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-8,202
6943
– –
-2,701,844
6944
– –
-3,383
6945
– –
-3,380
6946
– –
-15,000
6947
– –
-136
6948
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-525
6949
– –
-676
6950
– –
-700
276 277
278
279 280