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
$128B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,362
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$259M
3
+$224M
4
UBS icon
UBS Group
UBS
+$201M
5
DIS icon
Walt Disney
DIS
+$190M

Top Sells

1
+$645M
2
+$406M
3
+$344M
4
TD icon
Toronto Dominion Bank
TD
+$245M
5
BEAV
B/E Aerospace Inc
BEAV
+$198M

Sector Composition

1 Healthcare 8.38%
2 Financials 7.7%
3 Technology 6.87%
4 Industrials 6.65%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381M 0.3%
4,467,351
-57,917
77
$379M 0.3%
8,200,529
+504,103
78
$375M 0.29%
2,865,409
+2,234,395
79
$374M 0.29%
5,458,036
+94,132
80
$374M 0.29%
3,369,117
+266,965
81
$374M 0.29%
12,815,236
+379,480
82
$370M 0.29%
7,977,984
+553,051
83
$366M 0.29%
6,900,494
+372,240
84
$361M 0.28%
10,590,938
+1,235,728
85
$361M 0.28%
4,337,896
+269,534
86
$358M 0.28%
3,140,544
+270,537
87
$356M 0.28%
4,843,826
+30,121
88
$354M 0.28%
5,219,194
+76,827
89
$353M 0.28%
4,395,092
-136,247
90
$352M 0.27%
4,910,469
+12,956
91
$352M 0.27%
3,286,888
-14,070
92
$352M 0.27%
4,626,924
-160,734
93
$341M 0.27%
8,825,404
+457,212
94
$336M 0.26%
9,546,370
+754,989
95
$336M 0.26%
6,078,824
+1,182,226
96
$335M 0.26%
9,797,303
+1,484,686
97
$332M 0.26%
2,295,219
-15,877
98
$326M 0.25%
12,916,946
-5,664,900
99
$324M 0.25%
4,997,210
+403,086
100
$322M 0.25%
1,723,195
+321,055
2 3
4
5 6