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
$202B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,528
New
Increased
Reduced
Closed

Top Buys

1
+$880M
2
+$583M
3
+$528M
4
AMZN icon
Amazon
AMZN
+$340M
5
AAPL icon
Apple
AAPL
+$289M

Top Sells

1
+$524M
2
+$337M
3
+$308M
4
WPZ
Williams Partners L.P.
WPZ
+$274M
5
SBUX icon
Starbucks
SBUX
+$262M

Sector Composition

1 Technology 11.56%
2 Financials 8.88%
3 Healthcare 8.04%
4 Consumer Discretionary 6.63%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$242M 0.12%
5,962,186
+68,749
177
$240M 0.12%
3,001,550
+848,088
178
$235M 0.12%
10,291,870
-1,418,455
179
$230M 0.11%
2,977,888
+347,514
180
$227M 0.11%
1,193,883
-305,176
181
$227M 0.11%
2,606,352
-52,486
182
$225M 0.11%
2,497,930
+8,171
183
$220M 0.11%
980,923
-63,060
184
$218M 0.11%
3,664,582
+237,965
185
$216M 0.11%
6,054,509
+1,052,106
186
$216M 0.11%
1,951,928
-255,998
187
$215M 0.11%
4,219,490
+379,310
188
$213M 0.11%
8,587,324
+336,104
189
$212M 0.11%
4,629,999
+564,332
190
$212M 0.1%
1,025,380
+12,235
191
$209M 0.1%
3,011,592
+82,066
192
$209M 0.1%
1,370,002
+36,574
193
$209M 0.1%
912,372
+219,541
194
$208M 0.1%
1,153,597
+527
195
$207M 0.1%
3,190,211
+1,255,353
196
$205M 0.1%
2,321,237
+522,762
197
$198M 0.1%
1,392,478
+26,550
198
$196M 0.1%
98,539
-12,955
199
$194M 0.1%
3,677,928
-34,059
200
$191M 0.09%
5,662,692
-2,044,094
6 7
8
9 10