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
1501
$7.72M ﹤0.01%
101,597
+29,291
1502
$7.71M ﹤0.01%
203,883
+10,889
1503
$7.68M ﹤0.01%
84,065
-33,409
1504
$7.67M ﹤0.01%
187,498
-84,436
1505
$7.65M ﹤0.01%
952,147
+541,708
1506
$7.65M ﹤0.01%
306,695
+60,978
1507
$7.64M ﹤0.01%
670,631
+656,613
1508
$7.61M ﹤0.01%
750,570
-57,583
1509
$7.61M ﹤0.01%
276,297
+676
1510
$7.61M ﹤0.01%
320,339
+75,243
1511
$7.59M ﹤0.01%
704,934
-2,419,202
1512
$7.59M ﹤0.01%
245,605
+2,782
1513
$7.58M ﹤0.01%
345,248
-131,147
1514
$7.58M ﹤0.01%
196,504
-170,407
1515
$7.57M ﹤0.01%
291,145
-88,378
1516
$7.55M ﹤0.01%
60,754
-124,053
1517
$7.55M ﹤0.01%
597,179
+101,438
1518
$7.55M ﹤0.01%
127,992
+48,564
1519
$7.53M ﹤0.01%
386,649
+107,095
1520
$7.53M ﹤0.01%
769,627
+2,350
1521
$7.5M ﹤0.01%
61,764
+4,781
1522
$7.49M ﹤0.01%
120,152
-4,491
1523
$7.46M ﹤0.01%
138,158
-27,916
1524
$7.44M ﹤0.01%
378,740
+23,518
1525
$7.43M ﹤0.01%
119,913
+45,508
59 60
61
62 63