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
2201
$1.91M ﹤0.01%
40,043
-338
2202
$1.91M ﹤0.01%
48,109
-9,504
2203
$1.9M ﹤0.01%
404,580
+30,333
2204
$1.9M ﹤0.01%
44,719
+12,405
2205
$1.9M ﹤0.01%
70,255
+49,923
2206
$1.9M ﹤0.01%
185,608
+135,335
2207
$1.89M ﹤0.01%
32,907
-7,914
2208
$1.89M ﹤0.01%
217,479
+39,418
2209
$1.89M ﹤0.01%
167,645
+160,120
2210
$1.88M ﹤0.01%
28,621
+11,912
2211
$1.88M ﹤0.01%
157,326
+18,156
2212
$1.87M ﹤0.01%
55,385
-79,334
2213
$1.87M ﹤0.01%
74,612
-56,517
2214
$1.87M ﹤0.01%
72,277
+34,778
2215
$1.86M ﹤0.01%
16,793
+5,722
2216
$1.86M ﹤0.01%
103,584
-6,157
2217
$1.86M ﹤0.01%
32,915
+1,884
2218
$1.86M ﹤0.01%
56,798
+28,605
2219
$1.86M ﹤0.01%
31,207
+21,793
2220
$1.85M ﹤0.01%
41,029
-11,407
2221
$1.85M ﹤0.01%
124,680
-3,123
2222
$1.85M ﹤0.01%
28,313
-14,805
2223
$1.85M ﹤0.01%
180,629
-5,740
2224
$1.85M ﹤0.01%
96,419
-61,800
2225
$1.85M ﹤0.01%
143,909
+2,818
87 88
89
90 91