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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$403M
3
+$391M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$381M
5
UNH icon
UnitedHealth
UNH
+$355M

Top Sells

1
+$3.79B
2
+$626M
3
+$596M
4
JNJ icon
Johnson & Johnson
JNJ
+$307M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$256M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$3.01M ﹤0.01%
68,501
+23,292
2327
$3.01M ﹤0.01%
310,295
+90,506
2328
$3M ﹤0.01%
206,226
+1,740
2329
$3M ﹤0.01%
124,967
-12,906
2330
$3M ﹤0.01%
39,668
-584
2331
$2.99M ﹤0.01%
791,846
-78,485
2332
$2.99M ﹤0.01%
91,065
+60,447
2333
$2.99M ﹤0.01%
250,863
+99,770
2334
$2.99M ﹤0.01%
22,380
+6,603
2335
$2.98M ﹤0.01%
72,016
+3,803
2336
$2.98M ﹤0.01%
71,754
-2,772
2337
$2.98M ﹤0.01%
60,164
+3,246
2338
$2.97M ﹤0.01%
75,504
-1,603
2339
$2.97M ﹤0.01%
289,650
+111,241
2340
$2.97M ﹤0.01%
101,770
-34,797
2341
$2.97M ﹤0.01%
31,776
+10,625
2342
$2.97M ﹤0.01%
171,903
-12,583
2343
$2.96M ﹤0.01%
275,540
+23,806
2344
$2.95M ﹤0.01%
397,993
+66,332
2345
$2.94M ﹤0.01%
32,548
+1,225
2346
$2.94M ﹤0.01%
307,904
-12,628
2347
$2.94M ﹤0.01%
75,458
-83,818
2348
$2.94M ﹤0.01%
92,125
+53,580
2349
$2.94M ﹤0.01%
40,231
+2,233
2350
$2.93M ﹤0.01%
115,912
+33,385
92 93
94
95 96