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
$117B
AUM Growth
-$9.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,366
New
Increased
Reduced
Closed

Top Buys

1
+$2.97B
2
+$543M
3
+$375M
4
XRX icon
Xerox
XRX
+$324M
5
PEP icon
PepsiCo
PEP
+$296M

Top Sells

1
+$399M
2
+$375M
3
+$315M
4
EBAY icon
eBay
EBAY
+$298M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$293M

Sector Composition

1 Financials 9.82%
2 Healthcare 7.64%
3 Energy 7.34%
4 Technology 7.04%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$330M 0.28%
4,602,718
-187,830
77
$328M 0.28%
10,806,271
+152,433
78
$327M 0.28%
8,296,163
+56,995
79
$325M 0.28%
8,740,438
+1,915,984
80
$323M 0.28%
3,801,834
+1,360,681
81
$323M 0.28%
6,639,043
+1,202,279
82
$322M 0.28%
2,720,528
-39,131
83
$321M 0.28%
7,025,647
+861,674
84
$320M 0.27%
2,971,835
-92,626
85
$313M 0.27%
3,096,222
+631,134
86
$307M 0.26%
17,982,281
+17,538,953
87
$306M 0.26%
2,829,182
-327,094
88
$303M 0.26%
6,120,528
+5,283,838
89
$301M 0.26%
19,312,645
-4,814,589
90
$300M 0.26%
5,079,389
+319,827
91
$298M 0.26%
6,697,876
+1,742,880
92
$297M 0.25%
5,947,024
-2,225,642
93
$297M 0.25%
7,083,415
+3,717,601
94
$295M 0.25%
5,424,589
+261,242
95
$293M 0.25%
5,579,106
+873,692
96
$290M 0.25%
5,267,872
-216,768
97
$287M 0.25%
8,748,270
+1,273,342
98
$284M 0.24%
2,839,864
+119,174
99
$280M 0.24%
2,594,472
+253,998
100
$277M 0.24%
1,437,406
+25,408
2 3
4
5 6