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
2551
$2.31M ﹤0.01%
398,956
-289,952
2552
$2.3M ﹤0.01%
332,367
-2,597
2553
$2.3M ﹤0.01%
90,149
-24,271
2554
$2.3M ﹤0.01%
296,388
+170,331
2555
$2.29M ﹤0.01%
31,046
-2,198
2556
$2.29M ﹤0.01%
343,000
+339,648
2557
$2.27M ﹤0.01%
71,183
-552
2558
$2.27M ﹤0.01%
66,391
+1,653
2559
$2.27M ﹤0.01%
361,465
+36,589
2560
$2.26M ﹤0.01%
24,089
-39,133
2561
$2.26M ﹤0.01%
63,374
-16,471
2562
$2.26M ﹤0.01%
19,055
-21,881
2563
$2.26M ﹤0.01%
39,621
-1,472
2564
$2.25M ﹤0.01%
48,984
-10,025
2565
$2.25M ﹤0.01%
66,932
-3,219
2566
$2.25M ﹤0.01%
371,120
+3,598
2567
$2.25M ﹤0.01%
25,083
-12,216
2568
$2.25M ﹤0.01%
409,516
-121,920
2569
$2.25M ﹤0.01%
88,143
-117,348
2570
$2.25M ﹤0.01%
161,870
-5,319
2571
$2.24M ﹤0.01%
106,970
+16,615
2572
$2.24M ﹤0.01%
72,007
+6,184
2573
$2.24M ﹤0.01%
88,016
+42,022
2574
$2.23M ﹤0.01%
42,243
+3,472
2575
$2.23M ﹤0.01%
172,590
+188
101 102
103
104 105