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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$885M 0.41%
8,501,704
+292,462
52
$855M 0.39%
17,531,058
+1,469,288
53
$818M 0.38%
2,300,657
+469,173
54
$810M 0.37%
3,966,745
+513
55
$800M 0.37%
2,330,917
+423,025
56
$784M 0.36%
7,827,038
-800,214
57
$778M 0.36%
5,379,446
-156,078
58
$775M 0.36%
10,268,546
+358,610
59
$775M 0.36%
19,171,992
+2,536,295
60
$760M 0.35%
18,619,925
+726,356
61
$743M 0.34%
3,721,252
+415,338
62
$740M 0.34%
1,566,280
-122,454
63
$739M 0.34%
2,585,250
+58,757
64
$735M 0.34%
7,254,879
+357,665
65
$735M 0.34%
4,117,437
-36,020
66
$732M 0.34%
14,886,225
+141,141
67
$728M 0.34%
3,973,618
-726,257
68
$721M 0.33%
5,877,950
-307,383
69
$716M 0.33%
3,748,105
-1,155,906
70
$711M 0.33%
1,957,519
-84,078
71
$706M 0.33%
1,831,667
-151,928
72
$694M 0.32%
7,555,302
-251,890
73
$678M 0.31%
3,033,947
-533,713
74
$671M 0.31%
3,542,174
-27,979
75
$652M 0.3%
7,936,109
-144,061
1 2
3
4 5