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
126
$324M 0.21%
16,418,667
-4,604,439
127
$319M 0.21%
5,022,005
+367,491
128
$317M 0.21%
7,766,761
+855,490
129
$317M 0.21%
1,930,388
+223,661
130
$315M 0.21%
12,576,077
+3,060,661
131
$312M 0.21%
5,306,053
+5,033,076
132
$312M 0.21%
5,813,339
+239,485
133
$309M 0.2%
6,605,152
+370,832
134
$307M 0.2%
3,551,223
+457,580
135
$305M 0.2%
2,749,872
-964,092
136
$298M 0.2%
3,522,319
-298,451
137
$297M 0.2%
2,765,306
+217,837
138
$296M 0.2%
9,370,040
+54,651
139
$287M 0.19%
15,943,110
+230,040
140
$284M 0.19%
5,943,462
-780,162
141
$281M 0.19%
2,895,521
+217,225
142
$277M 0.18%
3,130,142
+468,398
143
$275M 0.18%
7,056,782
+1,121,749
144
$275M 0.18%
5,086,990
+2,415,334
145
$273M 0.18%
1,143,588
-81,244
146
$270M 0.18%
4,838,698
-540,641
147
$256M 0.17%
2,234,429
+599,503
148
$254M 0.17%
2,546,290
+15,854
149
$254M 0.17%
3,663,683
+1,670,731
150
$250M 0.17%
3,132,224
+34,064
4 5
6
7 8