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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$403M
3
+$391M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$381M
5
UNH icon
UnitedHealth
UNH
+$355M

Top Sells

1
+$3.79B
2
+$626M
3
+$596M
4
JNJ icon
Johnson & Johnson
JNJ
+$307M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$256M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$332M 0.14%
9,112,879
+56,060
152
$329M 0.14%
3,102,419
-180,858
153
$328M 0.14%
5,522,427
-76,359
154
$319M 0.14%
5,048,435
+711,884
155
$313M 0.14%
2,369,868
+79,882
156
$311M 0.14%
5,709,470
+58,891
157
$310M 0.13%
4,263,040
+311,234
158
$310M 0.13%
24,391,091
-2,270,680
159
$309M 0.13%
5,717,551
+43,643
160
$309M 0.13%
6,167,711
+816,341
161
$308M 0.13%
4,082,181
+329,876
162
$305M 0.13%
6,080,078
-113,727
163
$303M 0.13%
2,181,173
+411,695
164
$302M 0.13%
2,827,940
-408,527
165
$301M 0.13%
7,514,073
-300,685
166
$296M 0.13%
2,618,183
+108,165
167
$296M 0.13%
3,482,030
+13,490
168
$295M 0.13%
3,591,079
-867,701
169
$293M 0.13%
1,458,121
+16,094
170
$292M 0.13%
5,343,496
-111,239
171
$292M 0.13%
657,575
+164,171
172
$292M 0.13%
608,977
-77,952
173
$288M 0.13%
3,877,660
+190,968
174
$280M 0.12%
1,055,898
-3,479
175
$280M 0.12%
1,692,943
-95,680
5 6
7
8 9