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
701
$40.5M 0.02%
1,042,072
+54,852
702
$40.4M 0.02%
612,855
+117,531
703
$40.3M 0.02%
309,175
+121,551
704
$39.9M 0.02%
417,992
-1,470
705
$39.8M 0.02%
361,657
+91,555
706
$39.7M 0.02%
160,147
+49,960
707
$39.7M 0.02%
1,001,973
+31,873
708
$39.5M 0.02%
745,439
+44,144
709
$39.4M 0.02%
399,627
+163,153
710
$39.2M 0.02%
2,093,847
+253,264
711
$39.2M 0.02%
275,974
+1,354
712
$39.1M 0.02%
483,430
-56,016
713
$39M 0.02%
1,142,798
+250,628
714
$39M 0.02%
1,086,442
+700,919
715
$39M 0.02%
750,760
+6,042
716
$38.9M 0.02%
359,555
-7,120
717
$38.9M 0.02%
6,526,149
-356,876
718
$38.9M 0.02%
481,624
+213,176
719
$38.8M 0.02%
967,668
-140,260
720
$38.7M 0.02%
319,686
+261,713
721
$38.7M 0.02%
262,167
+40,290
722
$38.3M 0.02%
363,086
+33,078
723
$38.3M 0.02%
614,774
+202,519
724
$38.2M 0.02%
853,633
-28,361
725
$38M 0.02%
313,632
-23,488
27 28
29
30 31