We are live on ! Find out more
UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$403M
3
+$391M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$381M
5
UNH icon
UnitedHealth
UNH
+$355M

Top Sells

1
+$3.79B
2
+$626M
3
+$596M
4
JNJ icon
Johnson & Johnson
JNJ
+$307M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$256M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
8326
– –
-10,900
8327
– –
-2,100
8328
– –
-903
8329
– –
-5
8330
– –
-4,506
8331
– –
-89
8332
– –
-320,038
8333
– –
-297,393
8334
– –
-3,438
8335
– –
-100
8336
– –
-23,307
8337
– –
-5
8338
– –
-507
8339
– –
-5,300
8340
– –
-271
8341
– –
-123
8342
– –
-253
8343
– –
-240
8344
– –
-206
8345
– –
-170
8346
– –
-4,601
8347
– –
-7,332
8348
– –
-619
8349
– –
-6,927
8350
– –
-500
332 333
334
335 336