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
$217B
AUM Growth
+$8.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,256
New
Increased
Reduced
Closed

Top Buys

1
+$3.78B
2
+$718M
3
+$218M
4
UNP icon
Union Pacific
UNP
+$210M
5
ALC icon
Alcon
ALC
+$185M

Top Sells

1
+$820M
2
+$604M
3
+$598M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$524M
5
TSM icon
TSMC
TSM
+$324M

Sector Composition

1 Technology 15.52%
2 Financials 10.22%
3 Healthcare 8.53%
4 Consumer Discretionary 6.37%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$2.33M ﹤0.01%
24,066
+21,544
2452
$2.33M ﹤0.01%
26,285
+2,162
2453
$2.33M ﹤0.01%
39,037
+24,666
2454
$2.32M ﹤0.01%
219,199
+455
2455
$2.32M ﹤0.01%
212,772
+6,408
2456
$2.32M ﹤0.01%
404,239
-103,796
2457
$2.32M ﹤0.01%
178,704
-58,350
2458
$2.32M ﹤0.01%
64,988
+5,417
2459
$2.32M ﹤0.01%
33,840
-12,686
2460
$2.31M ﹤0.01%
26,505
-1,287
2461
$2.3M ﹤0.01%
382,972
+208,904
2462
$2.3M ﹤0.01%
370,472
+62,946
2463
$2.29M ﹤0.01%
105,603
-6,624
2464
$2.29M ﹤0.01%
776,284
+7,500
2465
$2.29M ﹤0.01%
123,655
-12,647
2466
$2.29M ﹤0.01%
185,176
+23,020
2467
$2.29M ﹤0.01%
108,315
-64,470
2468
$2.29M ﹤0.01%
347,550
+37,934
2469
$2.29M ﹤0.01%
26,097
+3,341
2470
$2.28M ﹤0.01%
9,816
-1,212
2471
$2.28M ﹤0.01%
40,595
+11,861
2472
$2.28M ﹤0.01%
62,373
+14,722
2473
$2.27M ﹤0.01%
139,759
+3,451
2474
$2.27M ﹤0.01%
150,307
-82,532
2475
$2.27M ﹤0.01%
172,978
-5,781
97 98
99
100 101