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
2576
$2.23M ﹤0.01%
143,819
+5,275
2577
$2.22M ﹤0.01%
37,689
-30,325
2578
$2.22M ﹤0.01%
79,571
-203,115
2579
$2.22M ﹤0.01%
32,908
+513
2580
$2.21M ﹤0.01%
300,407
+9,664
2581
$2.2M ﹤0.01%
213,378
-55,904
2582
$2.2M ﹤0.01%
53,211
+5,834
2583
$2.2M ﹤0.01%
17,610
-24,818
2584
$2.2M ﹤0.01%
27,798
-58,596
2585
$2.2M ﹤0.01%
848,938
+22,441
2586
$2.2M ﹤0.01%
+225,439
2587
$2.2M ﹤0.01%
59,551
-12,230
2588
$2.2M ﹤0.01%
49,801
-76,845
2589
$2.19M ﹤0.01%
54,936
+46,076
2590
$2.19M ﹤0.01%
26,198
-4,043
2591
$2.18M ﹤0.01%
54,583
-28,842
2592
$2.18M ﹤0.01%
142,084
-4,655
2593
$2.17M ﹤0.01%
175,567
+61,781
2594
$2.17M ﹤0.01%
40,607
+1,312
2595
$2.17M ﹤0.01%
98,417
-13,215
2596
$2.17M ﹤0.01%
25,613
-172,963
2597
$2.17M ﹤0.01%
48,484
-64,592
2598
$2.16M ﹤0.01%
207,176
-7,221
2599
$2.15M ﹤0.01%
89,869
-20,539
2600
$2.15M ﹤0.01%
27,294
-557
102 103
104
105 106