We are live on ! Find out more
UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7101
– –
-1,450
7102
– –
-113
7103
$0 ﹤0.01%
2
-415
7104
$0 ﹤0.01%
40
7105
– –
-3,511
7106
– –
-258
7107
$0 ﹤0.01%
68
7108
– –
-2,190
7109
– –
0
7110
– –
-1,145
7111
– –
-63
7112
– –
-1,959
7113
– –
-61
7114
– –
-149
7115
– –
0
7116
– –
-241
7117
– –
-295
7118
– –
-6
7119
– –
-94
7120
– –
-297
7121
– –
-609
7122
– –
-19,224
7123
– –
-1,637
7124
– –
-113
7125
– –
-6
283 284
285
286 287