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
8851
– –
-1,355
8852
– –
-17,500
8853
– –
-902
8854
– –
-251
8855
– –
-2,295
8856
– –
-1,030
8857
– –
-501
8858
– –
-6,300
8859
– –
-20,000
8860
– –
-3,522
8861
– –
-1,640
8862
– –
-20
8863
– –
-136
8864
– –
-92
8865
– –
0
8866
– –
0
8867
– –
-6,089
8868
– –
-2,834
8869
– –
-38
8870
– –
-127
8871
– –
-971
8872
– –
-72
8873
– –
-2,530
8874
– –
-22
8875
– –
-3,471
353 354
355
356 357