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
2501
$2.45M ﹤0.01%
2,748,332
-26,440
2502
$2.45M ﹤0.01%
48,201
-40,598
2503
$2.44M ﹤0.01%
207,554
-21,089
2504
$2.44M ﹤0.01%
27,043
-6,572
2505
$2.44M ﹤0.01%
25,757
-13,224
2506
$2.42M ﹤0.01%
18,881
-22,037
2507
$2.42M ﹤0.01%
106,251
+81,921
2508
$2.42M ﹤0.01%
180,679
-29,831
2509
$2.42M ﹤0.01%
526,614
+109,992
2510
$2.42M ﹤0.01%
252,501
-250,572
2511
$2.41M ﹤0.01%
38,629
+21,118
2512
$2.41M ﹤0.01%
35,365
+22,846
2513
$2.4M ﹤0.01%
31,994
+9,856
2514
$2.39M ﹤0.01%
40,372
+26,255
2515
$2.39M ﹤0.01%
108,842
-25,698
2516
$2.39M ﹤0.01%
29,916
-3,921
2517
$2.39M ﹤0.01%
260,931
+238,498
2518
$2.38M ﹤0.01%
315,041
-59,214
2519
$2.38M ﹤0.01%
80,793
-31,097
2520
$2.37M ﹤0.01%
59,694
+6,315
2521
$2.37M ﹤0.01%
116,138
-83,316
2522
$2.37M ﹤0.01%
90,393
+34,166
2523
$2.37M ﹤0.01%
68,778
-26,177
2524
$2.37M ﹤0.01%
48,008
-5,744
2525
$2.37M ﹤0.01%
156,123
+7,973
99 100
101
102 103