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
2501
$2.67M ﹤0.01%
687,302
+99,821
2502
$2.67M ﹤0.01%
6,748
+1,012
2503
$2.66M ﹤0.01%
95,145
-103,471
2504
$2.66M ﹤0.01%
112,942
+13,889
2505
$2.65M ﹤0.01%
37,916
-50,539
2506
$2.65M ﹤0.01%
103,481
-179,969
2507
$2.65M ﹤0.01%
96,032
-3,895
2508
$2.65M ﹤0.01%
48,181
-52,340
2509
$2.65M ﹤0.01%
289,165
+225,546
2510
$2.65M ﹤0.01%
157,168
-104,157
2511
$2.64M ﹤0.01%
33,935
-53,265
2512
$2.63M ﹤0.01%
92,226
+925
2513
$2.63M ﹤0.01%
164,635
-70,066
2514
$2.62M ﹤0.01%
68,009
+15,819
2515
$2.62M ﹤0.01%
163,619
-9,862
2516
$2.61M ﹤0.01%
220,252
-22,098
2517
$2.6M ﹤0.01%
138,541
+211
2518
$2.6M ﹤0.01%
2,737
-7,928
2519
$2.59M ﹤0.01%
478,322
+21,951
2520
$2.59M ﹤0.01%
40,124
+2,220
2521
$2.59M ﹤0.01%
56,434
+6,753
2522
$2.58M ﹤0.01%
49,067
-5,721
2523
$2.58M ﹤0.01%
125,341
+28,362
2524
$2.58M ﹤0.01%
290,359
+25,041
2525
$2.58M ﹤0.01%
101,260
+797
99 100
101
102 103