UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,529
New
Increased
Reduced
Closed

Top Buys

1
+$541M
2
+$517M
3
+$493M
4
WTW icon
Willis Towers Watson
WTW
+$405M
5
AMZN icon
Amazon
AMZN
+$372M

Top Sells

1
+$626M
2
+$282M
3
+$217M
4
ADBE icon
Adobe
ADBE
+$201M
5
DHR icon
Danaher
DHR
+$188M

Sector Composition

1 Technology 16.16%
2 Financials 9.64%
3 Consumer Discretionary 8.07%
4 Healthcare 8.02%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
9401
– –
0
9402
– –
-2,818
9403
– –
-700
9404
– –
-219
9405
– –
-3,694
9406
– –
-135
9407
– –
-947
9408
– –
-4,621
9409
– –
-647
9410
– –
-7
9411
– –
-466
9412
– –
-312
9413
– –
-1,876
9414
– –
-935
9415
– –
-5,949
9416
– –
-873
9417
$0 ﹤0.01%
3
9418
– –
0
9419
– –
-222
9420
– –
-442
9421
– –
-5,130
9422
– –
-1,104
9423
– –
-379
9424
– –
-250
9425
– –
0
375 376
377
378 379