UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208B
AUM Growth
+$33.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,696
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$778M
3
+$569M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$351M
5
JNJ icon
Johnson & Johnson
JNJ
+$336M

Top Sells

1
+$372M
2
+$237M
3
+$223M
4
IYR icon
iShares US Real Estate ETF
IYR
+$217M
5
VRT icon
Vertiv
VRT
+$144M

Sector Composition

1 Technology 13.92%
2 Healthcare 9.62%
3 Financials 9.19%
4 Consumer Discretionary 6.32%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$2.31M ﹤0.01%
11,028
+4,617
2452
$2.31M ﹤0.01%
59,729
+7,492
2453
$2.3M ﹤0.01%
241,618
-31,682
2454
$2.3M ﹤0.01%
97,765
-266,980
2455
$2.28M ﹤0.01%
27,763
+14,887
2456
$2.28M ﹤0.01%
20,023
+18,199
2457
$2.28M ﹤0.01%
23,566
+7,420
2458
$2.28M ﹤0.01%
144,492
-41,872
2459
$2.27M ﹤0.01%
543,472
+432,657
2460
$2.27M ﹤0.01%
61,354
-21,153
2461
$2.27M ﹤0.01%
79,702
+78,649
2462
$2.26M ﹤0.01%
27,291
+923
2463
$2.26M ﹤0.01%
31,296
-2,076
2464
$2.25M ﹤0.01%
309,616
-13,963
2465
$2.25M ﹤0.01%
64,997
-256,199
2466
$2.25M ﹤0.01%
30,713
+16,962
2467
$2.25M ﹤0.01%
260,643
+16,273
2468
$2.25M ﹤0.01%
45,696
-5,048
2469
$2.25M ﹤0.01%
290,137
+114,523
2470
$2.25M ﹤0.01%
77,538
+53,496
2471
$2.25M ﹤0.01%
243,741
+243,720
2472
$2.25M ﹤0.01%
223,419
-181,896
2473
$2.24M ﹤0.01%
54,038
-1,999
2474
$2.24M ﹤0.01%
44,382
+14,387
2475
$2.24M ﹤0.01%
138,581
-11,764
97 98
99
100 101