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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.98M ﹤0.01%
104,939
+3,500
2477
$1.98M ﹤0.01%
38,129
+10,350
2478
$1.97M ﹤0.01%
141,128
+13,559
2479
$1.97M ﹤0.01%
140,018
+47,174
2480
$1.96M ﹤0.01%
112,907
+20,876
2481
$1.96M ﹤0.01%
64,844
+42,856
2482
$1.96M ﹤0.01%
221,256
+62,320
2483
$1.96M ﹤0.01%
79,661
-14,099
2484
$1.95M ﹤0.01%
158,646
+25,330
2485
$1.95M ﹤0.01%
22,334
+5,052
2486
$1.94M ﹤0.01%
89,802
+3,347
2487
$1.94M ﹤0.01%
51,736
-4,073
2488
$1.94M ﹤0.01%
37,777
+128
2489
$1.94M ﹤0.01%
39,888
+38,438
2490
$1.93M ﹤0.01%
66,141
-18,361
2491
$1.93M ﹤0.01%
66,513
+477
2492
$1.93M ﹤0.01%
67,341
+12,441
2493
$1.92M ﹤0.01%
74,859
-3,077
2494
$1.92M ﹤0.01%
236,879
+63,944
2495
$1.92M ﹤0.01%
66,620
+48,040
2496
$1.92M ﹤0.01%
375,139
+361,762
2497
$1.92M ﹤0.01%
151,604
-15,941
2498
$1.92M ﹤0.01%
191,550
-18,432
2499
$1.92M ﹤0.01%
59,690
+33,391
2500
$1.91M ﹤0.01%
127,309
+238
98 99
100
101 102