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
$128B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,362
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$259M
3
+$224M
4
UBS icon
UBS Group
UBS
+$201M
5
DIS icon
Walt Disney
DIS
+$190M

Top Sells

1
+$645M
2
+$406M
3
+$344M
4
TD icon
Toronto Dominion Bank
TD
+$245M
5
BEAV
B/E Aerospace Inc
BEAV
+$198M

Sector Composition

1 Healthcare 8.38%
2 Financials 7.7%
3 Technology 6.87%
4 Industrials 6.65%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321M 0.25%
6,776,177
-1,129,675
102
$317M 0.25%
1,164,430
+18,437
103
$312M 0.24%
2,694,591
-67,956
104
$305M 0.24%
2,850,451
+313,651
105
$305M 0.24%
4,145,340
-17,397
106
$302M 0.24%
5,470,963
+877,916
107
$300M 0.23%
1,296,646
+172,869
108
$300M 0.23%
13,815,668
+294,754
109
$297M 0.23%
8,565,756
-152,121
110
$294M 0.23%
2,117,254
-120,543
111
$292M 0.23%
2,657,848
+287,646
112
$290M 0.23%
3,521,922
-2,177,508
113
$290M 0.23%
3,659,148
+304,006
114
$283M 0.22%
2,958,174
+620,604
115
$283M 0.22%
14,367,019
+723,352
116
$283M 0.22%
1,950,387
-170,686
117
$281M 0.22%
2,607,409
-49,525
118
$280M 0.22%
2,843,277
+149,151
119
$276M 0.22%
2,718,050
+138,955
120
$276M 0.22%
3,263,300
+1,849,030
121
$274M 0.21%
2,310,836
+226,601
122
$273M 0.21%
1,797,500
+83,992
123
$269M 0.21%
11,057,469
-770,487
124
$269M 0.21%
4,050,041
+1,414,885
125
$268M 0.21%
3,663,308
+27,817
3 4
5
6 7