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
51
$837M 0.42%
5,003,349
-1,258,693
52
$832M 0.41%
7,105,709
+610,297
53
$814M 0.4%
20,197,223
-1,824,192
54
$794M 0.39%
4,523,453
+161,909
55
$791M 0.39%
4,012,543
+321,377
56
$778M 0.39%
28,192,188
+6,980,691
57
$763M 0.38%
6,227,934
+469,206
58
$760M 0.38%
9,578,973
+150,625
59
$746M 0.37%
3,081,376
+1,584,769
60
$738M 0.37%
8,154,551
+175,441
61
$736M 0.37%
17,156,089
+2,598,319
62
$726M 0.36%
3,613,377
+253,751
63
$722M 0.36%
24,838,122
-683,110
64
$721M 0.36%
9,722,443
+845,255
65
$720M 0.36%
16,950,231
-948,173
66
$708M 0.35%
2,726,449
-204,629
67
$705M 0.35%
14,589,464
-749,204
68
$700M 0.35%
24,051,842
-4,672,303
69
$691M 0.34%
7,355,598
+436,956
70
$690M 0.34%
5,590,778
-239,376
71
$688M 0.34%
6,285,482
+649,802
72
$688M 0.34%
3,908,155
-1,063,253
73
$682M 0.34%
7,916,126
+313,547
74
$668M 0.33%
12,091,743
+1,019,699
75
$645M 0.32%
3,941,977
-58,118
1 2
3
4 5