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
$239B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,529
New
Increased
Reduced
Closed

Top Buys

1
+$541M
2
+$517M
3
+$493M
4
WTW icon
Willis Towers Watson
WTW
+$405M
5
AMZN icon
Amazon
AMZN
+$372M

Top Sells

1
+$626M
2
+$282M
3
+$217M
4
ADBE icon
Adobe
ADBE
+$201M
5
DHR icon
Danaher
DHR
+$188M

Sector Composition

1 Technology 16.16%
2 Financials 9.64%
3 Consumer Discretionary 8.07%
4 Healthcare 8.02%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$40.1M 0.02%
1,559,167
+13,788
752
$40M 0.02%
883,217
-402,857
753
$40M 0.02%
1,808,607
+11,946
754
$39.7M 0.02%
1,064,701
+48,021
755
$39.7M 0.02%
1,570,319
-222,570
756
$39.4M 0.02%
978,386
+927,109
757
$39.3M 0.02%
437,127
-97,897
758
$39.3M 0.02%
362,617
+52,993
759
$39.3M 0.02%
1,408,444
-400
760
$39.2M 0.02%
741,098
+155,849
761
$39.2M 0.02%
725,147
+93,832
762
$39.1M 0.02%
346,165
+86,578
763
$39M 0.02%
1,898,424
+1,760,877
764
$38.7M 0.02%
456,885
+43,593
765
$38.6M 0.02%
633,345
+72,735
766
$38.5M 0.02%
317,791
-24,853
767
$38.5M 0.02%
2,013,958
+186,488
768
$38.4M 0.02%
468,978
+60,668
769
$38.4M 0.02%
613,055
-17,569
770
$38.3M 0.02%
715,668
+714,726
771
$38.3M 0.02%
1,396,233
-9,885
772
$38.3M 0.02%
494,832
-20,541
773
$38M 0.02%
2,054,496
+51,784
774
$37.9M 0.02%
1,276,802
-124,208
775
$37.8M 0.02%
305,035
-65,877
29 30
31
32 33