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
76
$731M 0.31%
2,487,085
-106,500
77
$717M 0.3%
2,445,309
-58,450
78
$694M 0.29%
9,383,087
+24,798
79
$688M 0.29%
5,822,188
+148,519
80
$682M 0.29%
1,975,728
-209,777
81
$671M 0.28%
17,881,743
+1,473,736
82
$662M 0.28%
14,256,024
-1,108,668
83
$662M 0.28%
6,765,213
+1,603,628
84
$640M 0.27%
4,271,913
+50,425
85
$630M 0.26%
30,864,072
-2,075,622
86
$622M 0.26%
7,326,414
-730,840
87
$619M 0.26%
2,661,804
+1,819,108
88
$615M 0.26%
5,509,252
-195,960
89
$603M 0.25%
2,741,135
-44,737
90
$591M 0.25%
10,043,120
+2,115,428
91
$587M 0.25%
5,115,162
+15,496
92
$581M 0.24%
4,997,763
-12,495
93
$571M 0.24%
1,641,929
+107,065
94
$540M 0.23%
5,550,886
-15,921
95
$539M 0.23%
8,830,690
+1,175,640
96
$534M 0.22%
4,142,682
+708,362
97
$529M 0.22%
4,157,588
+550,488
98
$507M 0.21%
3,967,326
+110,054
99
$501M 0.21%
4,925,418
-407,168
100
$500M 0.21%
2,184,303
-34,104
2 3
4
5 6