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
2301
$2.9M ﹤0.01%
100,086
-63,813
2302
$2.9M ﹤0.01%
56,778
+1,239
2303
$2.89M ﹤0.01%
4,434
-613
2304
$2.89M ﹤0.01%
146,819
-1,061,656
2305
$2.88M ﹤0.01%
502,303
-578,889
2306
$2.88M ﹤0.01%
34,657
+16,276
2307
$2.88M ﹤0.01%
14,528
+7,648
2308
$2.87M ﹤0.01%
30,650
+166
2309
$2.86M ﹤0.01%
111,134
+11,482
2310
$2.86M ﹤0.01%
68,898
-3,091
2311
$2.86M ﹤0.01%
213,637
-22,559
2312
$2.85M ﹤0.01%
19,137
+2,694
2313
$2.85M ﹤0.01%
220,307
+23,375
2314
$2.84M ﹤0.01%
155,037
+29,033
2315
$2.84M ﹤0.01%
168,993
-3,881
2316
$2.84M ﹤0.01%
27,188
-34,176
2317
$2.84M ﹤0.01%
122,562
-27,603
2318
$2.84M ﹤0.01%
242,661
-20,575
2319
$2.84M ﹤0.01%
20,077
+6,084
2320
$2.83M ﹤0.01%
270,180
-24,495
2321
$2.83M ﹤0.01%
28,484
+10,236
2322
$2.83M ﹤0.01%
57,227
-15,229
2323
$2.82M ﹤0.01%
72,116
+20,755
2324
$2.82M ﹤0.01%
39,714
-20,068
2325
$2.81M ﹤0.01%
643,561
-98,816
91 92
93
94 95