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
9376
– –
-1,100
9377
– –
-1,206
9378
– –
-19
9379
– –
-1,185
9380
– –
-5,082
9381
– –
-398
9382
– –
-1,240
9383
– –
-700
9384
– –
-2,378
9385
– –
-1,289
9386
– –
-300
9387
– –
-860
9388
– –
-1,437
9389
– –
-7
9390
– –
-39
9391
– –
-2
9392
– –
0
9393
– –
-64,460
9394
– –
-6,954
9395
– –
-44
9396
– –
-351
9397
– –
-1,253
9398
– –
-849
9399
– –
-91
9400
– –
-2,691
374 375
376
377 378