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
2076
$3.86M ﹤0.01%
194,867
+2,724
2077
$3.85M ﹤0.01%
70,711
+58,103
2078
$3.85M ﹤0.01%
3,571
-4,923
2079
$3.85M ﹤0.01%
53,050
+51,332
2080
$3.85M ﹤0.01%
59,690
+172
2081
$3.84M ﹤0.01%
92,969
+6,368
2082
$3.84M ﹤0.01%
188,617
+50,005
2083
$3.84M ﹤0.01%
91,829
+29,725
2084
$3.83M ﹤0.01%
96,962
+36,604
2085
$3.83M ﹤0.01%
851,396
+256,288
2086
$3.83M ﹤0.01%
49,222
+3,362
2087
$3.83M ﹤0.01%
93,892
-82,860
2088
$3.83M ﹤0.01%
56,425
-8,364
2089
$3.82M ﹤0.01%
426,760
-46,923
2090
$3.82M ﹤0.01%
352,117
-7,780
2091
$3.81M ﹤0.01%
80,436
+10,116
2092
$3.8M ﹤0.01%
46,529
-152
2093
$3.79M ﹤0.01%
142,219
+4,389
2094
$3.79M ﹤0.01%
41,041
+10,527
2095
$3.78M ﹤0.01%
91,942
-11,284
2096
$3.77M ﹤0.01%
178,288
+17,139
2097
$3.77M ﹤0.01%
35,017
+2,463
2098
$3.77M ﹤0.01%
376,642
-48,825
2099
$3.76M ﹤0.01%
158,909
+86,978
2100
$3.76M ﹤0.01%
92,011
+63,262
82 83
84
85 86