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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$403M
3
+$391M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$381M
5
UNH icon
UnitedHealth
UNH
+$355M

Top Sells

1
+$3.79B
2
+$626M
3
+$596M
4
JNJ icon
Johnson & Johnson
JNJ
+$307M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$256M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$681M 0.3%
5,330,204
+308,560
77
$675M 0.29%
7,557,749
-269,289
78
$655M 0.28%
7,134,825
-420,477
79
$646M 0.28%
22,509,585
+269,140
80
$642M 0.28%
15,456,046
+2,092,235
81
$636M 0.28%
3,379,798
+181,463
82
$630M 0.27%
2,962,274
-71,673
83
$621M 0.27%
8,817,046
-172,714
84
$613M 0.27%
7,173,899
+829,658
85
$604M 0.26%
16,466,639
-2,153,286
86
$602M 0.26%
8,258,312
+187,035
87
$599M 0.26%
7,391,159
-544,950
88
$595M 0.26%
15,045,734
-533,798
89
$595M 0.26%
6,070,797
+469,282
90
$591M 0.26%
7,012,775
+4,977,873
91
$590M 0.26%
8,536,978
+1,563,275
92
$589M 0.26%
15,831,394
-182,304
93
$588M 0.26%
4,938,534
+288,007
94
$588M 0.26%
3,647,039
-57,639
95
$579M 0.25%
2,985,100
+317,048
96
$577M 0.25%
11,511,702
-824,421
97
$571M 0.25%
825,886
+40,973
98
$568M 0.25%
7,089,631
+2,365,371
99
$559M 0.24%
4,144,414
+239,779
100
$548M 0.24%
3,793,904
+160,640
2 3
4
5 6