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
126
$393M 0.19%
10,311,331
+255,533
127
$382M 0.19%
4,016,663
+190,323
128
$378M 0.19%
6,719,660
-1,983,040
129
$371M 0.18%
1,577,600
+110,502
130
$367M 0.18%
3,139,773
+206,143
131
$366M 0.18%
6,636,352
-127,956
132
$357M 0.18%
4,549,218
-874,243
133
$355M 0.18%
7,613,355
+43,272
134
$355M 0.18%
11,329,851
-397,452
135
$353M 0.17%
3,475,868
+1,562,667
136
$347M 0.17%
4,094,651
-414,953
137
$342M 0.17%
7,755,670
-3,104,270
138
$340M 0.17%
4,675,647
+1,947,574
139
$333M 0.16%
4,129,375
+882,613
140
$330M 0.16%
6,333,302
-146,500
141
$329M 0.16%
5,775,725
+22,739
142
$329M 0.16%
7,684,105
-345,644
143
$328M 0.16%
6,241,332
+775,174
144
$328M 0.16%
3,660,304
+138,501
145
$324M 0.16%
3,688,231
-170,395
146
$323M 0.16%
1,219,893
+93,877
147
$320M 0.16%
2,082,516
+928,547
148
$318M 0.16%
4,198,148
-2,680,590
149
$318M 0.16%
4,038,355
-206,131
150
$306M 0.15%
3,882,167
-244,308
4 5
6
7 8