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
$151B
AUM Growth
+$9.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,277
New
Increased
Reduced
Closed

Top Buys

1
+$527M
2
+$500M
3
+$297M
4
SU icon
Suncor Energy
SU
+$296M
5
CERN
Cerner Corp
CERN
+$272M

Top Sells

1
+$760M
2
+$551M
3
+$530M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$448M
5
AER icon
AerCap
AER
+$321M

Sector Composition

1 Financials 8.94%
2 Technology 8.03%
3 Healthcare 7.42%
4 Industrials 6.17%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$13.9M 0.01%
313,696
-245,725
977
$13.9M 0.01%
125,069
-8,455
978
$13.9M 0.01%
79,584
-97,473
979
$13.8M 0.01%
952,968
-241,022
980
$13.8M 0.01%
510,422
+188,013
981
$13.7M 0.01%
273,510
+10,754
982
$13.7M 0.01%
518,262
+483,156
983
$13.7M 0.01%
401,762
+164,766
984
$13.6M 0.01%
186,848
+184,766
985
$13.6M 0.01%
163,563
-30,283
986
$13.6M 0.01%
172,937
+61,105
987
$13.6M 0.01%
1,228,748
-430,983
988
$13.5M 0.01%
376,666
+95,995
989
$13.4M 0.01%
129,676
+53,166
990
$13.4M 0.01%
459,898
+120,825
991
$13.4M 0.01%
241,457
+77,439
992
$13.4M 0.01%
1,041,404
+17,812
993
$13.4M 0.01%
453,319
+17,526
994
$13.4M 0.01%
200,288
-27,581
995
$13.3M 0.01%
229,558
-36,620
996
$13.3M 0.01%
212,065
+12,742
997
$13.3M 0.01%
251,892
-8,341
998
$13.3M 0.01%
465,668
+87,972
999
$13.3M 0.01%
223,112
+121,355
1000
$13.2M 0.01%
481,285
+19,557
38 39
40
41 42