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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$4.85M ﹤0.01%
50,795
-2,202
1877
$4.84M ﹤0.01%
122,372
-3,462
1878
$4.82M ﹤0.01%
141,347
+65,074
1879
$4.82M ﹤0.01%
428,229
-35,563
1880
$4.81M ﹤0.01%
116,360
+2,398
1881
$4.78M ﹤0.01%
78,564
+57,795
1882
$4.78M ﹤0.01%
67,720
+16,968
1883
$4.78M ﹤0.01%
44,127
+2,830
1884
$4.77M ﹤0.01%
110,317
+99,267
1885
$4.76M ﹤0.01%
162,444
+52,671
1886
$4.76M ﹤0.01%
132,113
+17,042
1887
$4.76M ﹤0.01%
208,050
+13,548
1888
$4.76M ﹤0.01%
116,865
-10,863
1889
$4.75M ﹤0.01%
322,385
-337
1890
$4.74M ﹤0.01%
75,844
+35,199
1891
$4.71M ﹤0.01%
76,036
-26,508
1892
$4.7M ﹤0.01%
284,773
+8,315
1893
$4.68M ﹤0.01%
23,357
-1,328
1894
$4.67M ﹤0.01%
116,013
+34,682
1895
$4.67M ﹤0.01%
82,469
-30,587
1896
$4.66M ﹤0.01%
157,744
+17,073
1897
$4.66M ﹤0.01%
142,823
-286,365
1898
$4.65M ﹤0.01%
49,679
+47,021
1899
$4.65M ﹤0.01%
28,610
+15,683
1900
$4.65M ﹤0.01%
230,809
+64,512
74 75
76
77 78