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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$579M
3
+$418M
4
DB icon
Deutsche Bank
DB
+$340M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$333M

Top Sells

1
+$3.06B
2
+$533M
3
+$383M
4
HLT icon
Hilton Worldwide
HLT
+$340M
5
CERN
Cerner Corp
CERN
+$315M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.27%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.34B 4.7%
30,342,454
-12,760,877
2
$2.41B 1.54%
141,700,821
-994,163
3
$2.24B 1.44%
62,236,752
+938,980
4
$1.99B 1.27%
30,488,326
-1,528,018
5
$1.81B 1.16%
26,294,428
-89,069
6
$1.36B 0.87%
27,255,180
+6,747,393
7
$1.36B 0.87%
10,260,893
+2,271,145
8
$1.33B 0.85%
21,887,828
+2,936,006
9
$1.3B 0.83%
8,466,114
+204,849
10
$1.16B 0.74%
34,431,840
+634,179
11
$1.16B 0.74%
12,701,157
+539,455
12
$1.15B 0.74%
24,748,280
+618,600
13
$1.15B 0.73%
8,318,942
+2,202,090
14
$1.13B 0.72%
7,487,656
+304,885
15
$1.11B 0.71%
11,508,623
+209,714
16
$1.07B 0.69%
13,936,653
+173,361
17
$1.04B 0.67%
8,225,638
-1,096,578
18
$1.04B 0.67%
11,745,323
+851,050
19
$959M 0.61%
9,021,332
+157,151
20
$936M 0.6%
13,354,000
+394,330
21
$935M 0.6%
8,092,702
+52,454
22
$913M 0.59%
7,336,943
-1,013,009
23
$911M 0.58%
26,196,530
+3,499,820
24
$902M 0.58%
20,110,061
+582,326
25
$898M 0.58%
20,801,508
+12,837,769
1
2 3 4 5