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
$151B
AUM Growth
+$9.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,277
New
Increased
Reduced
Closed

Top Buys

1
+$527M
2
+$500M
3
+$297M
4
SU icon
Suncor Energy
SU
+$296M
5
CERN
Cerner Corp
CERN
+$272M

Top Sells

1
+$760M
2
+$551M
3
+$530M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$448M
5
AER icon
AerCap
AER
+$321M

Sector Composition

1 Financials 8.94%
2 Technology 8.03%
3 Healthcare 7.42%
4 Industrials 6.17%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
$1.72M ﹤0.01%
220,191
+11,716
2427
$1.71M ﹤0.01%
124,548
-13,232
2428
$1.71M ﹤0.01%
+59,581
2429
$1.71M ﹤0.01%
63,247
+46,834
2430
$1.71M ﹤0.01%
97,401
-2,763
2431
$1.71M ﹤0.01%
86,328
+3,598
2432
$1.71M ﹤0.01%
70,298
+50,215
2433
$1.7M ﹤0.01%
323,021
+26,091
2434
$1.7M ﹤0.01%
50,338
-35,893
2435
$1.7M ﹤0.01%
25,760
-129
2436
$1.7M ﹤0.01%
23,523
-3,599
2437
$1.7M ﹤0.01%
54,068
-75,069
2438
$1.69M ﹤0.01%
59,086
+6,478
2439
$1.69M ﹤0.01%
62,993
-14,286
2440
$1.69M ﹤0.01%
104,319
-9,022
2441
$1.69M ﹤0.01%
137,322
+41,020
2442
$1.68M ﹤0.01%
31,248
-18,743
2443
$1.68M ﹤0.01%
229,995
+23,461
2444
$1.68M ﹤0.01%
65,227
+28,288
2445
$1.67M ﹤0.01%
41,012
-39,101
2446
$1.67M ﹤0.01%
40,915
+24,188
2447
$1.67M ﹤0.01%
35,639
+17,491
2448
$1.66M ﹤0.01%
15,717
+6,065
2449
$1.66M ﹤0.01%
52,389
+325
2450
$1.66M ﹤0.01%
123,021
+20,906
96 97
98
99 100