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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332M 0.21%
3,005,216
+239,910
127
$332M 0.21%
6,013,852
+1,509,962
128
$329M 0.21%
8,487,889
+1,431,107
129
$325M 0.21%
3,089,574
+194,053
130
$324M 0.21%
6,453,716
+1,012,805
131
$318M 0.2%
4,499,458
-430,696
132
$317M 0.2%
3,350,954
+220,812
133
$314M 0.2%
5,321,992
+483,294
134
$312M 0.2%
3,691,866
+169,547
135
$312M 0.2%
1,281,893
+138,305
136
$308M 0.2%
8,818,255
+2,260,493
137
$305M 0.2%
5,734,557
-78,782
138
$304M 0.2%
7,587,212
-179,549
139
$291M 0.19%
5,940,590
-2,872
140
$290M 0.19%
5,274,532
-2,860,814
141
$290M 0.19%
4,845,622
-176,383
142
$287M 0.18%
3,595,059
-2,243,799
143
$285M 0.18%
5,702,299
+943,432
144
$285M 0.18%
7,070,806
+2,909,455
145
$275M 0.18%
2,478,386
+172,007
146
$265M 0.17%
7,776,607
+5,428,822
147
$256M 0.16%
17,542,455
+1,599,345
148
$254M 0.16%
3,173,052
+40,828
149
$247M 0.16%
9,805,944
+259,860
150
$237M 0.15%
65,544,200
-6,491,880
4 5
6
7 8