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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$403M
3
+$391M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$381M
5
UNH icon
UnitedHealth
UNH
+$355M

Top Sells

1
+$3.79B
2
+$626M
3
+$596M
4
JNJ icon
Johnson & Johnson
JNJ
+$307M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$256M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$43.9M 0.02%
485,867
+183,468
677
$43.9M 0.02%
1,675,756
+336,802
678
$43.9M 0.02%
761,981
+331,301
679
$43.9M 0.02%
463,874
-44,727
680
$43.9M 0.02%
2,516,037
+327,079
681
$43.8M 0.02%
240,380
+73,198
682
$43.5M 0.02%
5,514,029
-1,773,266
683
$43.5M 0.02%
2,440,980
+700,680
684
$43.5M 0.02%
3,143,777
+2,294,763
685
$43.3M 0.02%
938,411
-80,486
686
$43.3M 0.02%
1,934,808
+24,354
687
$43.3M 0.02%
618,441
-12,633
688
$42.8M 0.02%
1,693,650
-2,418,370
689
$42.4M 0.02%
276,935
-78,643
690
$42.2M 0.02%
847,989
-213,261
691
$42M 0.02%
1,299,955
+38,414
692
$41.9M 0.02%
938,213
+145,115
693
$41.9M 0.02%
457,855
+85,320
694
$41.9M 0.02%
1,268,977
+376,626
695
$41.4M 0.02%
31,577
+1,361
696
$41.1M 0.02%
1,715,369
-95,432
697
$41M 0.02%
706,126
+99,234
698
$40.9M 0.02%
704,003
-96,610
699
$40.6M 0.02%
905,433
-40,404
700
$40.6M 0.02%
629,585
+152,355
26 27
28
29 30