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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.53M ﹤0.01%
388,921
-7,565
2477
$2.52M ﹤0.01%
161,489
+156,838
2478
$2.52M ﹤0.01%
109,361
+46,587
2479
$2.52M ﹤0.01%
95,704
-415,970
2480
$2.52M ﹤0.01%
+259,027
2481
$2.51M ﹤0.01%
316,383
-107,968
2482
$2.51M ﹤0.01%
497,635
+158,211
2483
$2.5M ﹤0.01%
21,066
-11,524
2484
$2.5M ﹤0.01%
46,632
-594
2485
$2.49M ﹤0.01%
148,842
-10,415
2486
$2.49M ﹤0.01%
21,485
-5,412
2487
$2.49M ﹤0.01%
14,317
-238
2488
$2.49M ﹤0.01%
54,256
+7,318
2489
$2.49M ﹤0.01%
30,422
-23,026
2490
$2.49M ﹤0.01%
78,791
-57,405
2491
$2.48M ﹤0.01%
52,100
-35,446
2492
$2.48M ﹤0.01%
74,320
-12,012
2493
$2.47M ﹤0.01%
113,754
-106,696
2494
$2.47M ﹤0.01%
443,307
-610,089
2495
$2.47M ﹤0.01%
68,330
+3,065
2496
$2.47M ﹤0.01%
687,046
-38,119
2497
$2.46M ﹤0.01%
169,951
-25,662
2498
$2.46M ﹤0.01%
77,274
+28,487
2499
$2.46M ﹤0.01%
92,045
+15,438
2500
$2.46M ﹤0.01%
243,803
-51,359
98 99
100
101 102