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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$35.4M 0.02%
357,843
-45,749
677
$35.4M 0.02%
140,461
+54,608
678
$35.2M 0.02%
494,081
+216,068
679
$35.2M 0.02%
1,932,205
+649,036
680
$35M 0.02%
354,482
+55,253
681
$34.8M 0.02%
266,997
+70,715
682
$34.8M 0.02%
1,399,921
-125,082
683
$34.7M 0.02%
1,676,537
+247,265
684
$34.6M 0.02%
551,337
-342,941
685
$34.6M 0.02%
1,138,881
+287,676
686
$34.5M 0.02%
438,869
+50,733
687
$34.5M 0.02%
1,193,373
+27,278
688
$34.4M 0.02%
154,488
+100,802
689
$33.8M 0.02%
1,389,088
+257,119
690
$33.7M 0.02%
1,508,030
+374,821
691
$33.6M 0.02%
577,188
-141,063
692
$33.6M 0.02%
558,331
+320,624
693
$33.4M 0.02%
923,680
+116,391
694
$33.3M 0.02%
795,657
-22,293
695
$33.3M 0.02%
1,673,017
+359,980
696
$33.3M 0.02%
1,199,151
+302,987
697
$33.2M 0.02%
2,622,057
+778,241
698
$33.1M 0.02%
641,536
-56,122
699
$33M 0.02%
2,179,020
+349,580
700
$32.9M 0.02%
298,367
-72,608
26 27
28
29 30