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
1
$7.16B 3.31%
24,849,323
-3,214,690
2
$6.58B 3.04%
39,873,289
-4,051,319
3
$6.45B 2.98%
302,418,793
+181,411,089
4
$3.94B 1.82%
9,624,846
-29,967
5
$2.49B 1.15%
24,083,147
-425,319
6
$2.31B 1.06%
22,229,866
-2,654,008
7
$2.08B 0.96%
15,978,068
-1,262,432
8
$1.89B 0.87%
68,181,570
-5,832,360
9
$1.85B 0.85%
6,273,009
-40,095
10
$1.81B 0.84%
13,110,367
-42,998
11
$1.74B 0.8%
10,897,239
+88,432
12
$1.67B 0.77%
10,806,220
-1,608,156
13
$1.66B 0.77%
5,177,492
-926,638
14
$1.66B 0.77%
7,351,764
-40,773
15
$1.62B 0.75%
3,434,066
+139,473
16
$1.62B 0.75%
24,230,251
+1,497,650
17
$1.55B 0.72%
10,417,263
-943,533
18
$1.52B 0.7%
23,699,760
+1,052,720
19
$1.49B 0.69%
14,327,631
-113,344
20
$1.42B 0.66%
5,081,624
-308,712
21
$1.42B 0.66%
5,812,439
+18,415
22
$1.4B 0.64%
26,721,117
-1,221,084
23
$1.36B 0.63%
12,824,945
+140,102
24
$1.33B 0.62%
5,350,650
+86,225
25
$1.3B 0.6%
11,877,658
+1,013,806
1
2 3 4 5