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
8801
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8802
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8803
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8804
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8807
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8809
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8810
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8811
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8812
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8813
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8814
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8815
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8816
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8817
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8818
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8819
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8820
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8821
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8822
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8823
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8824
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8825
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-5,010
351 352
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