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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.74M ﹤0.01%
4,322
-1,213
2477
$2.74M ﹤0.01%
80,667
-28,544
2478
$2.73M ﹤0.01%
33,793
+3,607
2479
$2.73M ﹤0.01%
126,455
+123,106
2480
$2.72M ﹤0.01%
41,426
+260
2481
$2.72M ﹤0.01%
15,031
-24,963
2482
$2.72M ﹤0.01%
63,793
+958
2483
$2.71M ﹤0.01%
9,010
+3,582
2484
$2.71M ﹤0.01%
48,650
+45,054
2485
$2.71M ﹤0.01%
96,626
+31,264
2486
$2.69M ﹤0.01%
8,185
+6,420
2487
$2.69M ﹤0.01%
13,510
-18,578
2488
$2.69M ﹤0.01%
57,055
-1,053
2489
$2.69M ﹤0.01%
113,789
+99,958
2490
$2.69M ﹤0.01%
85,357
+7,140
2491
$2.69M ﹤0.01%
30,095
+6,739
2492
$2.68M ﹤0.01%
198,781
+14,259
2493
$2.68M ﹤0.01%
30,997
+221
2494
$2.68M ﹤0.01%
29,043
+632
2495
$2.68M ﹤0.01%
147,768
+136,206
2496
$2.68M ﹤0.01%
181,287
+51
2497
$2.68M ﹤0.01%
177,644
+6,596
2498
$2.67M ﹤0.01%
+59,593
2499
$2.67M ﹤0.01%
273,833
-247,531
2500
$2.67M ﹤0.01%
92,339
+25,420
98 99
100
101 102