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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
$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
7101
– –
-16,929
7102
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-641,907
7103
– –
-4,406
7104
– –
-1,043
7105
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-1,419,989
7106
– –
-8,251
7107
– –
-87,874
7108
– –
-8,640
7109
– –
-74
7110
– –
-210
7111
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-2,174
7112
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-77,414
7113
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-4,841,926
7114
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-218,087
7115
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-93
7116
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-14
7117
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-95
7118
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-280
7119
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-38
7120
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-1,305
7121
– –
-500
7122
– –
-100
7123
– –
-8,397
7124
$0 ﹤0.01%
+4
7125
$0 ﹤0.01%
10
283 284
285
286 287