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
2176
$4.14M ﹤0.01%
50,405
+1,311
2177
$4.14M ﹤0.01%
191,117
+25,647
2178
$4.14M ﹤0.01%
61,856
+1,236
2179
$4.14M ﹤0.01%
79,760
-2,442
2180
$4.13M ﹤0.01%
113,485
-66,400
2181
$4.13M ﹤0.01%
259,632
+96,692
2182
$4.12M ﹤0.01%
117,941
+11,048
2183
$4.12M ﹤0.01%
262,888
-784
2184
$4.11M ﹤0.01%
250,667
-12,141
2185
$4.11M ﹤0.01%
140,043
-114,508
2186
$4.11M ﹤0.01%
282,190
-7,011
2187
$4.1M ﹤0.01%
318,357
+311,209
2188
$4.08M ﹤0.01%
169,605
+38,209
2189
$4.07M ﹤0.01%
299,003
+200,306
2190
$4.05M ﹤0.01%
170,743
+8,098
2191
$4.05M ﹤0.01%
17,256
-1,969
2192
$4.05M ﹤0.01%
233,777
+3,428
2193
$4.05M ﹤0.01%
1,067,662
+9,871
2194
$4.04M ﹤0.01%
152,774
-17,253
2195
$4.04M ﹤0.01%
78,227
+2,719
2196
$4.03M ﹤0.01%
124,529
+30,721
2197
$4.03M ﹤0.01%
84,664
+1,324
2198
$4.01M ﹤0.01%
271,480
+256,815
2199
$4.01M ﹤0.01%
320,440
-2,898
2200
$4.01M ﹤0.01%
336,008
+138,276
86 87
88
89 90