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
101
$383M 0.25%
10,488,059
-1,138,574
102
$380M 0.25%
4,226,320
-553,482
103
$379M 0.25%
2,307,369
+320,932
104
$377M 0.25%
1,205,337
-110,281
105
$376M 0.25%
8,923,949
+1,453,684
106
$376M 0.25%
5,663,787
-73,475
107
$374M 0.25%
3,078,409
+1,925,481
108
$374M 0.25%
6,396,634
-1,955,786
109
$370M 0.24%
6,183,149
+447,157
110
$368M 0.24%
6,995,206
+250,260
111
$368M 0.24%
5,150,287
-1,653,881
112
$363M 0.24%
4,643,230
-454,554
113
$354M 0.23%
2,822,097
+297,405
114
$352M 0.23%
5,414,657
+604,168
115
$351M 0.23%
6,388,766
+3,481,216
116
$348M 0.23%
13,405,341
-318,947
117
$347M 0.23%
4,660,711
-1,099,407
118
$346M 0.23%
2,669,008
+69,871
119
$343M 0.23%
3,298,561
+67,015
120
$343M 0.23%
7,963,739
-1,912,162
121
$340M 0.22%
3,013,234
+203,567
122
$339M 0.22%
3,140,580
+205,800
123
$335M 0.22%
4,930,154
-706,426
124
$328M 0.22%
10,666,358
+9,411,766
125
$326M 0.22%
7,003,847
+943,532
3 4
5
6 7