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
$249B
AUM Growth
+$30.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,286
New
Increased
Reduced
Closed

Top Buys

1
+$591M
2
+$493M
3
+$481M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$460M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$338M

Top Sells

1
+$503M
2
+$370M
3
+$368M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$279M
5
FIS icon
Fidelity National Information Services
FIS
+$241M

Sector Composition

1 Technology 17.64%
2 Financials 9.54%
3 Healthcare 8.06%
4 Consumer Discretionary 6.75%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$3.01M ﹤0.01%
26,585
-12,954
2477
$3.01M ﹤0.01%
59,794
+3,852
2478
$3M ﹤0.01%
53,314
-29,678
2479
$3M ﹤0.01%
14,065
-16,426
2480
$2.99M ﹤0.01%
155,932
+54,946
2481
$2.99M ﹤0.01%
52,812
-4,040
2482
$2.99M ﹤0.01%
44,874
-32,428
2483
$2.99M ﹤0.01%
34,870
+31,403
2484
$2.99M ﹤0.01%
59,722
-30,172
2485
$2.98M ﹤0.01%
47,177
+40,972
2486
$2.98M ﹤0.01%
27,168
+10,837
2487
$2.97M ﹤0.01%
130,644
-46,049
2488
$2.97M ﹤0.01%
91,600
+85,704
2489
$2.97M ﹤0.01%
38,687
+16,279
2490
$2.97M ﹤0.01%
18,921
+6,408
2491
$2.96M ﹤0.01%
175,844
+173,151
2492
$2.96M ﹤0.01%
30,133
-5,215
2493
$2.96M ﹤0.01%
10,151
-945
2494
$2.96M ﹤0.01%
97,733
-6,165
2495
$2.96M ﹤0.01%
114,708
-13,626
2496
$2.96M ﹤0.01%
66,363
-994
2497
$2.96M ﹤0.01%
66,910
-29,883
2498
$2.95M ﹤0.01%
42,658
-7,317
2499
$2.95M ﹤0.01%
67,088
-829
2500
$2.95M ﹤0.01%
37,115
+30,144
98 99
100
101 102