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
8751
– –
-20
8752
– –
-4,837
8753
– –
-107
8754
– –
-4
8755
– –
-400
8756
– –
-286
8757
– –
-2,100
8758
– –
-4,845
8759
– –
-2,435
8760
– –
-183
8761
– –
-24
8762
– –
-133
8763
– –
-1,343
8764
– –
-48
8765
– –
-87
8766
– –
-313
8767
– –
-5,733
8768
– –
-648
8769
– –
-1
8770
– –
-6,920
8771
– –
-75
8772
– –
-9
8773
– –
-2,539
8774
– –
-184
8775
– –
-600
349 350
351
352 353