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
$128B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,362
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$259M
3
+$224M
4
UBS icon
UBS Group
UBS
+$201M
5
DIS icon
Walt Disney
DIS
+$190M

Top Sells

1
+$645M
2
+$406M
3
+$344M
4
TD icon
Toronto Dominion Bank
TD
+$245M
5
BEAV
B/E Aerospace Inc
BEAV
+$198M

Sector Composition

1 Healthcare 8.38%
2 Financials 7.7%
3 Technology 6.87%
4 Industrials 6.65%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.42M ﹤0.01%
28,173
-17,377
2027
$2.42M ﹤0.01%
30,188
+5,200
2028
$2.41M ﹤0.01%
17,369
-63
2029
$2.41M ﹤0.01%
43,222
-6,374
2030
$2.41M ﹤0.01%
1,668,273
-191,593
2031
$2.41M ﹤0.01%
101,603
-108,847
2032
$2.41M ﹤0.01%
70,457
+34,883
2033
$2.4M ﹤0.01%
53,474
+19,494
2034
$2.4M ﹤0.01%
103,120
+819
2035
$2.4M ﹤0.01%
82,961
+61,024
2036
$2.39M ﹤0.01%
29,040
+9,978
2037
$2.39M ﹤0.01%
49,120
+5,060
2038
$2.38M ﹤0.01%
92,100
+12,944
2039
$2.38M ﹤0.01%
293,789
+137,565
2040
$2.38M ﹤0.01%
79,693
-30,943
2041
$2.38M ﹤0.01%
29,641
+2,478
2042
$2.38M ﹤0.01%
152,114
+19,344
2043
$2.38M ﹤0.01%
183,304
-5,290
2044
$2.38M ﹤0.01%
430,948
-18,612
2045
$2.38M ﹤0.01%
415,990
-22,972
2046
$2.38M ﹤0.01%
47,136
+1,265
2047
$2.38M ﹤0.01%
59,592
-20,912
2048
$2.37M ﹤0.01%
205,467
+53,143
2049
$2.37M ﹤0.01%
79,412
+10,170
2050
$2.37M ﹤0.01%
129,122
+7,152
80 81
82
83 84