UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$1.18M ﹤0.01%
51,137
-64,705
2552
$1.17M ﹤0.01%
208,056
+24,150
2553
$1.17M ﹤0.01%
54,860
-102,394
2554
$1.17M ﹤0.01%
61,015
-122,050
2555
$1.17M ﹤0.01%
56,217
+2,885
2556
$1.17M ﹤0.01%
54,652
-37,083
2557
$1.17M ﹤0.01%
37,319
-1,318
2558
$1.17M ﹤0.01%
79,158
+8,453
2559
– –
0
2560
$1.16M ﹤0.01%
47,653
-7,333
2561
$1.16M ﹤0.01%
51,198
+21,743
2562
$1.16M ﹤0.01%
186,302
-2,113,295
2563
$1.15M ﹤0.01%
39,145
-94,572
2564
$1.15M ﹤0.01%
157,010
-14,825
2565
$1.15M ﹤0.01%
135,007
-207,111
2566
$1.15M ﹤0.01%
11,514
-104,784
2567
$1.14M ﹤0.01%
46,765
-6,488
2568
$1.14M ﹤0.01%
38,549
-46,265
2569
$1.14M ﹤0.01%
134,284
-1,123,074
2570
$1.13M ﹤0.01%
44,933
-23,744
2571
$1.13M ﹤0.01%
48,487
-91,120
2572
$1.13M ﹤0.01%
176,383
+11,579
2573
$1.12M ﹤0.01%
133,068
+5,507
2574
$1.12M ﹤0.01%
56,616
-40,819
2575
$1.12M ﹤0.01%
75,030
+27,775
101 102
103
104 105