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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$685M
3
+$508M
4
JPM icon
JPMorgan Chase
JPM
+$403M
5
COST icon
Costco
COST
+$347M

Top Sells

1
+$1.53B
2
+$1.5B
3
+$651M
4
VT icon
Vanguard Total World Stock ETF
VT
+$444M
5
RTX icon
RTX Corp
RTX
+$403M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.74B 3.36%
23,870,375
-5,641,334
2
$5.44B 2.7%
46,092,637
+6,563,000
3
$2.69B 1.34%
56,567,728
-5,232,528
4
$2.38B 1.18%
39,147,293
+3,064,822
5
$2.35B 1.17%
26,385,360
+8,237,420
6
$2.31B 1.15%
22,790,050
+3,907,015
7
$2.28B 1.13%
35,151,402
+896,713
8
$2.28B 1.13%
38,732,360
+5,913,420
9
$2.14B 1.06%
11,134,343
+846,248
10
$2.13B 1.06%
39,696,193
+1,466,072
11
$2.11B 1.05%
15,071,339
+1,592,822
12
$1.99B 0.99%
38,558,564
-2,307,701
13
$1.74B 0.87%
11,144,820
+790,330
14
$1.69B 0.84%
15,711,071
-643,178
15
$1.69B 0.84%
13,704,588
+2,300,250
16
$1.68B 0.83%
10,055,599
+705,489
17
$1.67B 0.83%
10,676,591
+565,531
18
$1.52B 0.75%
13,660,946
+2,560,503
19
$1.48B 0.74%
37,041,840
+2,639,512
20
$1.48B 0.73%
8,213,118
+1,030,879
21
$1.44B 0.72%
8,165,162
+556,877
22
$1.38B 0.69%
25,516,115
-15,160
23
$1.37B 0.68%
15,007,754
+34,173
24
$1.36B 0.68%
16,762,947
-5,300,164
25
$1.36B 0.68%
8,447,251
+123,600
1
2 3 4 5