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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$39.8M 0.02%
337,120
-70,137
677
$39.5M 0.02%
987,220
+55,503
678
$39.5M 0.02%
914,253
+352,805
679
$39.4M 0.02%
1,261,541
-345,677
680
$39.4M 0.02%
886,756
+821,938
681
$39.4M 0.02%
1,870,685
-117,608
682
$39.4M 0.02%
366,675
+4,644
683
$39.4M 0.02%
111,008
-6,778
684
$39.2M 0.02%
892,170
-132,289
685
$39.1M 0.02%
2,188,958
+21,084
686
$39.1M 0.02%
2,103,189
-1,807,587
687
$39M 0.02%
744,718
-13,400
688
$38.6M 0.02%
3,676,450
-131,311
689
$38.6M 0.02%
970,100
-34,956
690
$38.5M 0.02%
407,967
+100,613
691
$38.4M 0.02%
508,601
-11,088
692
$38.2M 0.02%
452,863
-9,097
693
$38.1M 0.02%
115,434
+16,616
694
$38M 0.02%
1,524,426
+182,072
695
$37.9M 0.02%
1,596,750
+256,773
696
$37.8M 0.02%
167,182
-54,716
697
$37.8M 0.02%
200,052
-7,857
698
$37.8M 0.02%
1,933,797
+764,988
699
$37.6M 0.02%
54,599
-16,496
700
$37.5M 0.02%
230,431
+18,244
26 27
28
29 30