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
2251
$1.8M ﹤0.01%
365,285
+11,728
2252
$1.8M ﹤0.01%
58,763
+56,997
2253
$1.79M ﹤0.01%
80,408
-16,580
2254
$1.79M ﹤0.01%
77,853
-21,155
2255
$1.79M ﹤0.01%
14,439
+656
2256
$1.78M ﹤0.01%
113,846
-26,964
2257
$1.78M ﹤0.01%
100,767
+203
2258
$1.78M ﹤0.01%
81,650
+30,452
2259
$1.78M ﹤0.01%
66,256
-25,696
2260
$1.78M ﹤0.01%
60,115
+10,766
2261
$1.77M ﹤0.01%
77,522
+63,271
2262
$1.77M ﹤0.01%
153,531
+10,934
2263
$1.77M ﹤0.01%
28,698
+16,742
2264
$1.77M ﹤0.01%
229,406
-4,302
2265
$1.77M ﹤0.01%
26,522
+7,510
2266
$1.76M ﹤0.01%
25,351
-3,083
2267
$1.76M ﹤0.01%
52,642
+35,826
2268
$1.76M ﹤0.01%
131,370
-8,155
2269
$1.75M ﹤0.01%
36,764
+4,006
2270
$1.74M ﹤0.01%
154,880
-22,872
2271
$1.74M ﹤0.01%
104,923
+18,036
2272
$1.74M ﹤0.01%
76,117
-6,144
2273
$1.74M ﹤0.01%
310,663
+5,398
2274
$1.74M ﹤0.01%
90,407
+41,388
2275
$1.72M ﹤0.01%
36,868
+17,640
89 90
91
92 93