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
$218B
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,153
New
Increased
Reduced
Closed

Top Buys

1
+$440M
2
+$390M
3
+$275M
4
AMD icon
Advanced Micro Devices
AMD
+$228M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$213M

Top Sells

1
+$538M
2
+$473M
3
+$397M
4
MSFT icon
Microsoft
MSFT
+$366M
5
UNH icon
UnitedHealth
UNH
+$312M

Sector Composition

1 Technology 16.51%
2 Financials 8.9%
3 Healthcare 8.35%
4 Consumer Discretionary 6.66%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$812M 0.37%
2,181,173
-83,957
52
$799M 0.37%
14,996,181
+1,534,317
53
$797M 0.37%
9,723,282
-202,226
54
$788M 0.36%
8,626,349
+1,536,718
55
$784M 0.36%
2,916,520
-334,740
56
$781M 0.36%
10,850,989
-225,372
57
$780M 0.36%
13,618,359
-800,755
58
$777M 0.36%
4,206,216
-223,508
59
$777M 0.36%
16,317,991
-1,665,576
60
$770M 0.35%
8,440,812
-417,630
61
$768M 0.35%
3,771,617
-433,972
62
$764M 0.35%
4,903,684
-428,514
63
$760M 0.35%
8,573,509
-807,433
64
$740M 0.34%
4,318,838
-43,733
65
$723M 0.33%
3,563,972
-503,292
66
$718M 0.33%
1,731,049
-25,208
67
$703M 0.32%
3,716,081
+71,684
68
$701M 0.32%
17,887,139
-543,369
69
$701M 0.32%
7,235,054
+40,440
70
$696M 0.32%
1,364,522
-181,260
71
$658M 0.3%
7,001,238
+930,441
72
$656M 0.3%
6,381,055
+2,099,431
73
$652M 0.3%
17,181,739
+2,136,005
74
$633M 0.29%
3,980,852
-190,625
75
$629M 0.29%
9,187,831
+370,785
1 2
3
4 5