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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$464M 0.21%
1,580,928
-84,148
102
$452M 0.21%
14,055,650
-17,383,980
103
$446M 0.21%
3,633,264
+226,166
104
$446M 0.21%
3,399,401
+382,570
105
$442M 0.2%
1,070,290
+37,044
106
$435M 0.2%
2,242,043
-103,124
107
$434M 0.2%
22,520,024
+2,903,975
108
$431M 0.2%
2,154,747
-290,857
109
$430M 0.2%
3,749,800
-235,707
110
$422M 0.2%
5,390,694
+200,587
111
$415M 0.19%
5,985,478
-838,733
112
$414M 0.19%
1,441,843
+78,295
113
$408M 0.19%
4,646,621
-88,455
114
$403M 0.19%
3,232,552
+251,544
115
$398M 0.18%
4,277,253
-3,613,513
116
$395M 0.18%
2,003,071
+556,013
117
$394M 0.18%
8,021,602
-661,764
118
$388M 0.18%
2,078,992
-522
119
$386M 0.18%
4,724,260
+2,002,184
120
$386M 0.18%
1,257,780
-147,287
121
$385M 0.18%
4,229,275
+216,242
122
$383M 0.18%
7,611,694
+938,648
123
$381M 0.18%
7,519,097
-1,241,095
124
$379M 0.18%
2,289,986
+126,504
125
$379M 0.18%
23,518,689
-95,847
3 4
5
6 7