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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393M 0.2%
3,870,236
+825,055
127
$383M 0.19%
6,148,776
+1,237,403
128
$378M 0.19%
10,608,540
+2,793,160
129
$375M 0.19%
11,526,993
-81,564
130
$371M 0.18%
12,630,049
-695,731
131
$366M 0.18%
6,780,231
-72,206
132
$363M 0.18%
3,217,047
-368,906
133
$360M 0.18%
3,221,166
+398,066
134
$347M 0.17%
3,928,780
+996,248
135
$344M 0.17%
10,471,199
+827,547
136
$343M 0.17%
2,812,431
-138,716
137
$339M 0.17%
13,845,614
+1,736,010
138
$334M 0.17%
4,183,720
+295,105
139
$333M 0.17%
3,952,735
+743,571
140
$328M 0.16%
10,835,126
+2,105,858
141
$327M 0.16%
5,386,410
+844,209
142
$326M 0.16%
28,716,540
+18,972,270
143
$325M 0.16%
3,868,554
-20,916
144
$323M 0.16%
6,011,422
+817,345
145
$320M 0.16%
5,924,353
+1,242,484
146
$317M 0.16%
7,743,737
-368,454
147
$312M 0.16%
7,602,556
+2,970,560
148
$311M 0.15%
6,209,263
-258,538
149
$310M 0.15%
4,774,306
+149,925
150
$297M 0.15%
8,986,098
-3,482,210
4 5
6
7 8