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
701
$32.8M 0.02%
5,730,718
+2,806,131
702
$32.7M 0.02%
274,325
-130,648
703
$32.6M 0.02%
829,127
+13,684
704
$32.6M 0.02%
1,861,418
-8,094
705
$32.6M 0.02%
1,464,623
-9,345
706
$32.5M 0.02%
333,148
+131,462
707
$32.5M 0.02%
4,985,461
-903,330
708
$32.4M 0.02%
2,023,720
+527,058
709
$32.4M 0.02%
1,399,380
-157,815
710
$32.4M 0.02%
1,042,909
+73,396
711
$32.3M 0.02%
888,355
+244,296
712
$32.1M 0.02%
177,872
-10,367
713
$32.1M 0.02%
328,530
-41,303
714
$32M 0.02%
553,751
+98,055
715
$32M 0.02%
236,810
-6,103
716
$32M 0.02%
931,706
+146,493
717
$31.9M 0.02%
2,419,014
+45,672
718
$31.9M 0.02%
2,253,571
+1,161,993
719
$31.7M 0.02%
445,103
-172,548
720
$31.5M 0.02%
248,570
+45,853
721
$31.4M 0.02%
417,090
+247,360
722
$31.3M 0.02%
4,833,536
+468,677
723
$31.2M 0.02%
348,785
-6,797
724
$31.2M 0.02%
246,939
-253
725
$31.1M 0.02%
786,654
-48,832
27 28
29
30 31