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
2526
$2.37M ﹤0.01%
104,830
-62,820
2527
$2.37M ﹤0.01%
28,403
+3,300
2528
$2.37M ﹤0.01%
21,926
+1,020
2529
$2.36M ﹤0.01%
35,605
+26,892
2530
$2.36M ﹤0.01%
42,102
-5,383
2531
$2.36M ﹤0.01%
56,210
-20,260
2532
$2.36M ﹤0.01%
108,477
-53,245
2533
$2.35M ﹤0.01%
177,840
+10,289
2534
$2.35M ﹤0.01%
18,153
-10,304
2535
$2.34M ﹤0.01%
42,888
+24,820
2536
$2.33M ﹤0.01%
179,306
+1,416
2537
$2.33M ﹤0.01%
1,459,121
+82,518
2538
$2.33M ﹤0.01%
34,525
-34,516
2539
$2.33M ﹤0.01%
143,148
-389,502
2540
$2.33M ﹤0.01%
17,006
-20,959
2541
$2.33M ﹤0.01%
83,164
-228,056
2542
$2.32M ﹤0.01%
139,356
-6,513
2543
$2.32M ﹤0.01%
62,001
+9,753
2544
$2.32M ﹤0.01%
27,507
-6,959
2545
$2.32M ﹤0.01%
94,725
-66,422
2546
$2.32M ﹤0.01%
67,074
-40,140
2547
$2.32M ﹤0.01%
9,971
+147
2548
$2.31M ﹤0.01%
71,387
-2,111
2549
$2.31M ﹤0.01%
33,996
-41,383
2550
$2.31M ﹤0.01%
54,543
-3,695
100 101
102
103 104