UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,086
New
Increased
Reduced
Closed

Top Sells

1 +$1.91B
2 +$1.28B
3 +$1.17B
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.11B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$968M

Sector Composition

1 Technology 15.02%
2 Financials 9.09%
3 Consumer Discretionary 8.56%
4 Healthcare 7.93%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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