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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
9251
– –
-1,160
9252
– –
-123
9253
– –
-1,406
9254
– –
-1,692
9255
– –
-875
9256
– –
-995
9257
– –
-433
9258
– –
-2
9259
– –
-5,821
9260
– –
-2,054
9261
– –
-1,374
9262
– –
-1,784
9263
– –
-469
9264
– –
-2,357
9265
– –
-55
9266
– –
-43
9267
– –
-223
9268
– –
-169
9269
– –
-1,898
9270
– –
-29
9271
– –
-96
9272
– –
-5,100
9273
– –
-1,600
9274
– –
-506
9275
– –
-1,152
369 370
371
372 373