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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625M 0.31%
4,945,924
+2,238,823
77
$596M 0.3%
18,384,766
+2,761,106
78
$594M 0.3%
5,604,288
-800,994
79
$588M 0.29%
22,887,245
-3,610,577
80
$588M 0.29%
5,288,142
+676,408
81
$582M 0.29%
13,507,748
-341,876
82
$571M 0.28%
127,095,240
+76,664,760
83
$570M 0.28%
15,398,058
+3,313,846
84
$567M 0.28%
11,363,397
-1,939,517
85
$557M 0.28%
5,329,305
+160,492
86
$556M 0.28%
3,968,930
+404,778
87
$553M 0.28%
3,489,316
+777,010
88
$552M 0.27%
9,319,753
+2,420,619
89
$552M 0.27%
3,124,796
-436,865
90
$538M 0.27%
6,575,305
+299,014
91
$529M 0.26%
2,638,861
-102,223
92
$528M 0.26%
3,041,404
+465,267
93
$525M 0.26%
7,056,835
+355,990
94
$523M 0.26%
4,752,896
-2,424,309
95
$522M 0.26%
2,217,685
+661,933
96
$520M 0.26%
9,769,753
+1,058,760
97
$517M 0.26%
8,790,303
+823,361
98
$506M 0.25%
3,308,358
-176,061
99
$505M 0.25%
4,607,721
-1,437,381
100
$502M 0.25%
3,915,085
+880,508
2 3
4
5 6