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
$118B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,875
New
Increased
Reduced
Closed

Top Buys

1
+$4.11B
2
+$2.06B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.36B
5
QCOM icon
Qualcomm
QCOM
+$1.23B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.84%
4 Healthcare 8.79%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.2B 3.56%
+20,431,960
2
$2.09B 1.77%
+75,696,640
3
$1.68B 1.42%
+98,249,484
4
$1.34B 1.14%
+28,883,426
5
$1.25B 1.06%
+16,783,681
6
$1.21B 1.03%
+11,569,979
7
$1.08B 0.92%
+29,808,417
8
$984M 0.83%
+37,310,516
9
$976M 0.83%
+9,204,031
10
$961M 0.81%
+15,354,622
11
$911M 0.77%
+41,961,230
12
$887M 0.75%
+7,322,700
13
$809M 0.69%
+6,760,856
14
$768M 0.65%
+8,311,634
15
$751M 0.64%
+20,783,606
16
$725M 0.61%
+10,022,926
17
$693M 0.59%
+7,356,148
18
$679M 0.58%
+12,529,870
19
$678M 0.57%
+7,438,969
20
$673M 0.57%
+22,783,698
21
$664M 0.56%
+37,131,268
22
$659M 0.56%
+15,602,322
23
$647M 0.55%
+11,794,330
24
$627M 0.53%
+2,375,775
25
$620M 0.53%
+4,772,101
1
2 3 4 5