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
$118B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,875
New
Increased
Reduced
Closed

Top Buys

1
+$4.11B
2
+$2.06B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.36B
5
QCOM icon
Qualcomm
QCOM
+$1.23B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.84%
4 Healthcare 8.79%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$2.96M ﹤0.01%
+24,202
1952
$2.96M ﹤0.01%
+296,099
1953
$2.94M ﹤0.01%
+158,058
1954
$2.94M ﹤0.01%
+109,917
1955
$2.94M ﹤0.01%
+57,928
1956
$2.93M ﹤0.01%
+148,902
1957
$2.93M ﹤0.01%
+109,731
1958
$2.93M ﹤0.01%
+46,066
1959
$2.93M ﹤0.01%
+282,663
1960
$2.93M ﹤0.01%
+75,761
1961
$2.92M ﹤0.01%
+156,324
1962
$2.92M ﹤0.01%
+43,437
1963
$2.91M ﹤0.01%
+64,050
1964
$2.91M ﹤0.01%
+98,104
1965
$2.91M ﹤0.01%
+88,429
1966
$2.91M ﹤0.01%
+140,096
1967
$2.91M ﹤0.01%
+219,721
1968
$2.9M ﹤0.01%
+43,300
1969
$2.9M ﹤0.01%
+721,884
1970
$2.9M ﹤0.01%
+97,373
1971
$2.89M ﹤0.01%
+22,327
1972
$2.89M ﹤0.01%
+34,295
1973
$2.88M ﹤0.01%
+54,992
1974
$2.87M ﹤0.01%
+115,664
1975
$2.87M ﹤0.01%
+193,334
77 78
79
80 81