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
$202B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,528
New
Increased
Reduced
Closed

Top Buys

1
+$880M
2
+$583M
3
+$528M
4
AMZN icon
Amazon
AMZN
+$340M
5
AAPL icon
Apple
AAPL
+$289M

Top Sells

1
+$524M
2
+$337M
3
+$308M
4
WPZ
Williams Partners L.P.
WPZ
+$274M
5
SBUX icon
Starbucks
SBUX
+$262M

Sector Composition

1 Technology 11.56%
2 Financials 8.88%
3 Healthcare 8.04%
4 Consumer Discretionary 6.63%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$497M 0.25%
3,363,005
+173,242
102
$478M 0.24%
12,768,720
+546,340
103
$476M 0.24%
11,081,786
-5,343,052
104
$475M 0.24%
3,285,381
-14,299
105
$472M 0.23%
4,475,125
+223,069
106
$471M 0.23%
4,255,048
+90,812
107
$470M 0.23%
6,555,309
+1,371,982
108
$458M 0.23%
6,118,465
-14,631
109
$457M 0.23%
4,518,462
+535,421
110
$450M 0.22%
2,447,554
+165,630
111
$447M 0.22%
11,878,892
-3,037,720
112
$446M 0.22%
1,213,714
-44,643
113
$441M 0.22%
7,756,677
-4,953,427
114
$441M 0.22%
3,232,691
+60,475
115
$440M 0.22%
3,608,476
-861,112
116
$440M 0.22%
5,693,805
+1,134,309
117
$436M 0.22%
3,764,524
+166,945
118
$431M 0.21%
3,231,358
-48,381
119
$431M 0.21%
11,390,824
-802,982
120
$422M 0.21%
6,322,674
+556,709
121
$421M 0.21%
1,889,149
+155,020
122
$413M 0.2%
5,738,013
+366,464
123
$406M 0.2%
17,522,430
-2,246,370
124
$397M 0.2%
7,461,100
+4,251,722
125
$396M 0.2%
6,569,816
-1,092,656
3 4
5
6 7