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
8801
– –
-3,541
8802
– –
-69
8803
– –
-1,139
8804
– –
-2,430
8805
– –
-6,721
8806
– –
-221
8807
– –
-25,078
8808
– –
-2,089
8809
– –
-953
8810
– –
-1,162
8811
– –
-9
8812
– –
-8
8813
– –
-100
8814
– –
-14
8815
– –
0
8816
– –
-109
8817
– –
-259
8818
– –
-300
8819
– –
-1
8820
– –
0
8821
– –
-1,000
8822
– –
-1,265
8823
– –
-361
8824
– –
0
8825
– –
-1,504
351 352
353
354 355