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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$2.04M ﹤0.01%
19,441
-9,184
2352
$2.04M ﹤0.01%
80,417
+3,124
2353
$2.04M ﹤0.01%
133,043
+34,331
2354
$2.04M ﹤0.01%
50,922
+49,055
2355
$2.04M ﹤0.01%
73,260
+31,371
2356
$2.03M ﹤0.01%
139,899
+16,878
2357
$2.03M ﹤0.01%
156,441
+4,861
2358
$2.02M ﹤0.01%
85,347
+7,651
2359
$2.02M ﹤0.01%
248,752
-53,223
2360
$2.02M ﹤0.01%
209,982
+53,610
2361
$2.02M ﹤0.01%
33,906
+4,642
2362
$2.02M ﹤0.01%
134,350
+52,489
2363
$2.02M ﹤0.01%
103,717
-17,924
2364
$2.02M ﹤0.01%
77,936
+8,819
2365
$2.02M ﹤0.01%
236,013
+220,562
2366
$2.02M ﹤0.01%
25,047
-28,568
2367
$2.02M ﹤0.01%
213,791
+76,861
2368
$2.02M ﹤0.01%
69,128
-4,218
2369
$2.01M ﹤0.01%
137,049
-18,594
2370
$2.01M ﹤0.01%
13,835
+5,486
2371
$2M ﹤0.01%
38,782
-4,241
2372
$2M ﹤0.01%
63,585
+34,376
2373
$2M ﹤0.01%
245,479
-62,079
2374
$2M ﹤0.01%
167,545
+6,181
2375
$2M ﹤0.01%
55,809
+5,471
93 94
95
96 97