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
$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
76
$617M 0.3%
9,909,936
-1,909,436
77
$603M 0.29%
7,101,249
+4,174,155
78
$600M 0.29%
15,828,036
+3,977,478
79
$597M 0.29%
1,831,484
-77,622
80
$597M 0.29%
4,394,757
-423,538
81
$590M 0.28%
11,770,801
+2,021,887
82
$589M 0.28%
4,783,442
+3,004,028
83
$588M 0.28%
7,890,766
+3,295,295
84
$569M 0.27%
8,539,538
+1,397,150
85
$566M 0.27%
5,146,685
+917,330
86
$556M 0.27%
2,623,817
+31,701
87
$547M 0.26%
7,043,166
-985,567
88
$545M 0.26%
3,758,220
+440,953
89
$542M 0.26%
5,590,818
-617,946
90
$536M 0.26%
13,606,176
-1,105,058
91
$532M 0.26%
5,339,315
+3,040,626
92
$526M 0.25%
8,990,438
+297,081
93
$522M 0.25%
4,338,879
-2,016,797
94
$520M 0.25%
6,364,970
+1,188,731
95
$518M 0.25%
1,538,581
-336,009
96
$517M 0.25%
2,345,167
+332,741
97
$516M 0.25%
3,985,507
+207,394
98
$509M 0.24%
3,073,669
+72,692
99
$491M 0.24%
6,824,211
+1,359,771
100
$490M 0.24%
2,574,286
+419,428
2 3
4
5 6