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
2451
$2.43M ﹤0.01%
37,345
+13,918
2452
$2.43M ﹤0.01%
68,230
-1,420
2453
$2.43M ﹤0.01%
67,761
+403
2454
$2.42M ﹤0.01%
11,818
-508
2455
$2.42M ﹤0.01%
42,687
+42,512
2456
$2.42M ﹤0.01%
318,204
-534,435
2457
$2.42M ﹤0.01%
81,590
+40,561
2458
$2.41M ﹤0.01%
65,155
-415,432
2459
$2.41M ﹤0.01%
99,182
-97,133
2460
$2.4M ﹤0.01%
153,901
+3,731
2461
$2.4M ﹤0.01%
150,791
-2,291
2462
$2.39M ﹤0.01%
184,238
+28,242
2463
$2.39M ﹤0.01%
32,551
+3,612
2464
$2.39M ﹤0.01%
135,195
+5,390
2465
$2.38M ﹤0.01%
71,537
+9,173
2466
$2.38M ﹤0.01%
146,897
-79,698
2467
$2.38M ﹤0.01%
90,139
+5,489
2468
$2.38M ﹤0.01%
238,790
+12,932
2469
$2.37M ﹤0.01%
175,458
+44,436
2470
$2.37M ﹤0.01%
160,620
+29,772
2471
$2.37M ﹤0.01%
30,313
-34,876
2472
$2.37M ﹤0.01%
331,370
+16,135
2473
$2.37M ﹤0.01%
34,122
+23,176
2474
$2.36M ﹤0.01%
241,156
+23,032
2475
$2.36M ﹤0.01%
244,974
+145,044
97 98
99
100 101