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
176
$262M 0.12%
4,336,551
-225,125
177
$261M 0.12%
5,216,016
-111,588
178
$259M 0.12%
3,468,540
-1,508,696
179
$256M 0.12%
1,769,478
-252,128
180
$254M 0.12%
7,361,370
-3,622,220
181
$253M 0.12%
1,296,330
+11,051
182
$252M 0.12%
4,595,364
+454,322
183
$247M 0.11%
1,442,027
+48,191
184
$246M 0.11%
6,029,687
-142,669
185
$244M 0.11%
1,425,063
+154,128
186
$244M 0.11%
1,271,911
-366,054
187
$238M 0.11%
1,059,377
-25,356
188
$233M 0.11%
7,812,016
-79,373
189
$230M 0.11%
2,636,220
+164,191
190
$229M 0.11%
1,542,882
+357,693
191
$227M 0.1%
493,404
-126,682
192
$226M 0.1%
6,045,227
-398,828
193
$225M 0.1%
84,903
-15,006
194
$225M 0.1%
3,745,200
+2,252,073
195
$223M 0.1%
4,439,723
+225,421
196
$223M 0.1%
12,708,617
-283,313
197
$221M 0.1%
5,824,856
-533,544
198
$220M 0.1%
4,926,372
-400,935
199
$219M 0.1%
4,172,384
+2,971,526
200
$218M 0.1%
2,872,091
-14,201
6 7
8
9 10