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
$151B
AUM Growth
+$9.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,277
New
Increased
Reduced
Closed

Top Buys

1
+$527M
2
+$500M
3
+$297M
4
SU icon
Suncor Energy
SU
+$296M
5
CERN
Cerner Corp
CERN
+$272M

Top Sells

1
+$760M
2
+$551M
3
+$530M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$448M
5
AER icon
AerCap
AER
+$321M

Sector Composition

1 Financials 8.94%
2 Technology 8.03%
3 Healthcare 7.42%
4 Industrials 6.17%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$592M 0.39%
14,274,020
-538,740
52
– –
0
53
$570M 0.38%
18,604,603
+1,384,603
54
$558M 0.37%
6,925,488
+422,572
55
$557M 0.37%
2,081,572
-28,051
56
$549M 0.36%
6,040,598
+82,672
57
$541M 0.36%
22,926,962
+98,333
58
$539M 0.36%
2,492,947
-5,521
59
$538M 0.36%
5,197,272
+4,946,495
60
$538M 0.36%
3,361,009
+442,561
61
$531M 0.35%
2,237,990
+100,283
62
$531M 0.35%
16,531,952
-1,323,156
63
$528M 0.35%
4,981,643
-8,497
64
$515M 0.34%
7,903,290
-45,660
65
$506M 0.33%
3,887,576
+296,614
66
$502M 0.33%
12,640,376
+585,461
67
$501M 0.33%
15,227,692
+94,836
68
$492M 0.33%
4,281,795
-8,284
69
$492M 0.33%
10,092,352
-731,228
70
$487M 0.32%
3,594,017
+225,425
71
$481M 0.32%
4,022,344
-10,378
72
$465M 0.31%
2,790,545
+295,807
73
$458M 0.3%
5,838,858
+905,901
74
$457M 0.3%
3,355,412
+172,223
75
$454M 0.3%
2,958,774
+53,311
1 2
3
4 5