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
$208B
AUM Growth
+$33.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,696
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$778M
3
+$569M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$351M
5
JNJ icon
Johnson & Johnson
JNJ
+$336M

Top Sells

1
+$372M
2
+$237M
3
+$223M
4
IYR icon
iShares US Real Estate ETF
IYR
+$217M
5
VRT icon
Vertiv
VRT
+$144M

Sector Composition

1 Technology 13.92%
2 Healthcare 9.62%
3 Financials 9.19%
4 Consumer Discretionary 6.32%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$324M 0.16%
10,983,590
+3,923,690
152
$322M 0.15%
2,163,482
-115,283
153
$321M 0.15%
4,977,236
+600,356
154
$320M 0.15%
3,032,425
+142,674
155
$318M 0.15%
620,086
+184,409
156
$316M 0.15%
953,509
+112,321
157
$311M 0.15%
3,029,001
-12,765
158
$307M 0.15%
4,078,957
+463,856
159
$304M 0.15%
12,600,976
+993,956
160
$301M 0.14%
3,139,493
+373,589
161
$298M 0.14%
8,624,217
+931,930
162
$292M 0.14%
1,837,395
-46,440
163
$291M 0.14%
5,847,448
-383,790
164
$286M 0.14%
2,117,679
+35,702
165
$285M 0.14%
5,678,242
+74,726
166
$283M 0.14%
2,021,606
+672,780
167
$282M 0.14%
968,872
-29,704
168
$275M 0.13%
1,637,965
+485,459
169
$274M 0.13%
2,192,807
+158,313
170
$274M 0.13%
5,925,755
+756,716
171
$274M 0.13%
1,855,095
+534,843
172
$272M 0.13%
2,610,914
+387,265
173
$271M 0.13%
9,461,222
+1,236,476
174
$271M 0.13%
3,767,280
+267,276
175
$266M 0.13%
5,327,604
+334,727
5 6
7
8 9