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
$239B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,529
New
Increased
Reduced
Closed

Top Buys

1
+$541M
2
+$517M
3
+$493M
4
WTW icon
Willis Towers Watson
WTW
+$405M
5
AMZN icon
Amazon
AMZN
+$372M

Top Sells

1
+$626M
2
+$282M
3
+$217M
4
ADBE icon
Adobe
ADBE
+$201M
5
DHR icon
Danaher
DHR
+$188M

Sector Composition

1 Technology 16.16%
2 Financials 9.64%
3 Consumer Discretionary 8.07%
4 Healthcare 8.02%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$7.63M ﹤0.01%
337,176
-27,655
1677
$7.59M ﹤0.01%
221,883
+36,289
1678
$7.57M ﹤0.01%
194,442
+17,755
1679
$7.57M ﹤0.01%
292,512
-223,815
1680
$7.56M ﹤0.01%
263,058
+5,855
1681
$7.55M ﹤0.01%
85,628
-34,485
1682
$7.54M ﹤0.01%
247,881
-32,955
1683
$7.54M ﹤0.01%
489,312
+36,018
1684
$7.53M ﹤0.01%
179,643
-1,540
1685
$7.53M ﹤0.01%
197,721
+14,209
1686
$7.51M ﹤0.01%
49,730
-5,555
1687
$7.51M ﹤0.01%
69,407
-9,634
1688
$7.48M ﹤0.01%
610,888
+124,498
1689
$7.47M ﹤0.01%
217,361
+57,399
1690
$7.46M ﹤0.01%
104,900
-55,821
1691
$7.46M ﹤0.01%
298,266
-62,365
1692
$7.45M ﹤0.01%
67,086
-4,139
1693
$7.44M ﹤0.01%
211,829
-259
1694
$7.43M ﹤0.01%
378,790
+5,513
1695
$7.43M ﹤0.01%
345,568
+21,882
1696
$7.43M ﹤0.01%
228,332
-327,654
1697
$7.41M ﹤0.01%
376,229
-82,549
1698
$7.4M ﹤0.01%
404,182
+49,050
1699
$7.39M ﹤0.01%
40,456
+19,417
1700
$7.37M ﹤0.01%
224,859
+13,469
66 67
68
69 70