UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
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
8376
– –
-11,522
8377
– –
-291,966
8378
– –
-3,094
8379
– –
-42
8380
– –
-9
8381
– –
-1,083
8382
– –
-5,000
8383
– –
-1,709
8384
– –
-805,439
8385
– –
-586,327
8386
– –
-738
8387
– –
-27,148
8388
– –
-39
8389
– –
-2
8390
– –
-192,791
8391
– –
-145,053
8392
– –
-10,000
8393
– –
-1,000
8394
– –
-300
8395
– –
-4
8396
– –
-13,464
8397
– –
-82,016
8398
– –
-854
8399
– –
-25
8400
– –
-399,284
334 335
336
337 338