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
$208B
AUM Growth
+$33.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,696
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$778M
3
+$569M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$351M
5
JNJ icon
Johnson & Johnson
JNJ
+$336M

Top Sells

1
+$372M
2
+$237M
3
+$223M
4
IYR icon
iShares US Real Estate ETF
IYR
+$217M
5
VRT icon
Vertiv
VRT
+$144M

Sector Composition

1 Technology 13.92%
2 Healthcare 9.62%
3 Financials 9.19%
4 Consumer Discretionary 6.32%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$21.7M 0.01%
329,822
-32,575
952
$21.7M 0.01%
577,292
-12,951
953
$21.7M 0.01%
976,922
+41,297
954
$21.7M 0.01%
727,421
+162,844
955
$21.6M 0.01%
1,421,748
-40,526
956
$21.5M 0.01%
461,590
-34,289
957
$21.5M 0.01%
774,526
+161,944
958
$21.5M 0.01%
1,130,150
+691,027
959
$21.4M 0.01%
267,615
+1,018
960
$21.4M 0.01%
522,982
+120,085
961
$21.4M 0.01%
88,406
+50,076
962
$21.3M 0.01%
329,977
+125,350
963
$21.3M 0.01%
611,581
+299,366
964
$21.3M 0.01%
1,029,684
+904,026
965
$21.3M 0.01%
240,146
+105,247
966
$21.2M 0.01%
158,004
+65,961
967
$21.2M 0.01%
853,820
-832,273
968
$21.1M 0.01%
162,680
+91,942
969
$21.1M 0.01%
873,379
+280,703
970
$21.1M 0.01%
882,966
+450,788
971
$21M 0.01%
344,742
+207,328
972
$21M 0.01%
295,725
+24,791
973
$21M 0.01%
1,231,935
+273,735
974
$21M 0.01%
1,580,017
-50,225
975
$20.9M 0.01%
657,741
+336,809
37 38
39
40 41