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
$239B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,529
New
Increased
Reduced
Closed

Top Buys

1
+$541M
2
+$517M
3
+$493M
4
WTW icon
Willis Towers Watson
WTW
+$405M
5
AMZN icon
Amazon
AMZN
+$372M

Top Sells

1
+$626M
2
+$282M
3
+$217M
4
ADBE icon
Adobe
ADBE
+$201M
5
DHR icon
Danaher
DHR
+$188M

Sector Composition

1 Technology 16.16%
2 Financials 9.64%
3 Consumer Discretionary 8.07%
4 Healthcare 8.02%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$283M 0.12%
13,789,387
+810,186
177
$279M 0.12%
7,180,603
+119,881
178
$279M 0.12%
1,995,829
+5,683
179
$278M 0.12%
14,480,001
+3,388,422
180
$277M 0.12%
5,791,152
-161,621
181
$273M 0.11%
1,615,265
+24,338
182
$270M 0.11%
3,366,131
-22,098
183
$269M 0.11%
9,132,293
-1,193,884
184
$267M 0.11%
3,290,971
+173,145
185
$267M 0.11%
1,257,104
+1,768
186
$266M 0.11%
2,607,797
-194,462
187
$263M 0.11%
1,087,262
+46,474
188
$260M 0.11%
3,720,876
+531,873
189
$259M 0.11%
782,598
+55,302
190
$258M 0.11%
2,500,473
-8,230
191
$256M 0.11%
3,984,817
-984,339
192
$255M 0.11%
7,951,686
+1,089,641
193
$255M 0.11%
1,471,778
-60,415
194
$254M 0.11%
4,279,710
-158,813
195
$252M 0.11%
3,334,573
-280,138
196
$250M 0.1%
148,915
+45,744
197
$249M 0.1%
1,287,064
-75,017
198
$245M 0.1%
454,458
+47,877
199
$243M 0.1%
1,597,362
-99,929
200
$243M 0.1%
11,324,861
+10,562,493
6 7
8
9 10