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
1
$10.2B 6.72%
43,103,331
-2,373,298
2
$2.28B 1.5%
142,694,984
-1,776,600
3
$2.2B 1.46%
61,297,772
-8,984,172
4
$1.99B 1.32%
32,016,344
+1,707,628
5
$1.74B 1.15%
26,383,497
+1,284,122
6
$1.22B 0.81%
33,797,661
+734,739
7
$1.21B 0.8%
8,261,265
+249,314
8
$1.13B 0.75%
9,322,216
+1,373,368
9
$1.1B 0.73%
18,951,822
+9,375,126
10
$1.08B 0.71%
11,298,909
+2,024,746
11
$1.07B 0.71%
12,161,702
-822,451
12
$1.05B 0.69%
7,352,349
+434,837
13
$1.02B 0.68%
24,129,680
+811,700
14
$1.02B 0.67%
7,182,771
-452,019
15
$1.01B 0.67%
8,349,952
-145,276
16
$1.01B 0.66%
8,864,181
-377,943
17
$995M 0.66%
7,989,748
+38,967
18
$987M 0.65%
7,180,711
+1,163,569
19
$980M 0.65%
20,507,787
-421,932
20
$972M 0.64%
13,763,292
+411,902
21
$904M 0.6%
10,058,773
-1,867,260
22
$899M 0.59%
8,040,248
+29,482
23
$896M 0.59%
12,959,670
+1,227,496
24
$882M 0.58%
8,216,076
+2,650,171
25
$878M 0.58%
10,894,273
+1,032,236
1
2 3 4 5