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
$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
926
$28.3M 0.01%
351,389
-2,760
927
$28.3M 0.01%
594,240
-233,314
928
$28.3M 0.01%
67,158
-10,738
929
$28.2M 0.01%
235,262
-434,398
930
$28.2M 0.01%
1,976,809
+1,846
931
$28.1M 0.01%
223,351
+26,833
932
$28M 0.01%
71,221
-7,730
933
$28M 0.01%
447,414
-44,922
934
$27.9M 0.01%
777,518
+26,150
935
$27.8M 0.01%
440,491
+10,202
936
$27.8M 0.01%
628,420
-13,029
937
$27.8M 0.01%
497,063
+1,445
938
$27.7M 0.01%
7,233,647
+417,602
939
$27.6M 0.01%
317,251
-4,481
940
$27.6M 0.01%
159,442
-1,457
941
$27.6M 0.01%
83,522
-10,728
942
$27.5M 0.01%
132,921
-23,637
943
$27.5M 0.01%
312,095
+41,365
944
$27.4M 0.01%
631,436
+90,428
945
$27.3M 0.01%
455,337
+439,043
946
$27.2M 0.01%
81,486
+21,521
947
$27.2M 0.01%
2,003,832
-819,659
948
$27M 0.01%
241,636
+48,860
949
$26.9M 0.01%
344,184
+104,129
950
$26.9M 0.01%
225,586
-17,323
36 37
38
39 40