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
2601
$2.15M ﹤0.01%
99,322
+597
2602
$2.15M ﹤0.01%
11,062
-5,820
2603
$2.14M ﹤0.01%
184,518
-8,418
2604
$2.14M ﹤0.01%
99,228
-52,295
2605
$2.14M ﹤0.01%
202,301
+124,593
2606
$2.13M ﹤0.01%
135,452
-18,005
2607
$2.13M ﹤0.01%
49,567
-185,478
2608
$2.13M ﹤0.01%
25,057
-29,492
2609
$2.12M ﹤0.01%
38,802
-82,373
2610
$2.12M ﹤0.01%
266,259
-175,587
2611
$2.12M ﹤0.01%
43,979
-1,905
2612
$2.12M ﹤0.01%
83,770
+81,374
2613
$2.12M ﹤0.01%
97,532
+50,994
2614
$2.12M ﹤0.01%
100,050
+6,025
2615
$2.12M ﹤0.01%
175,129
+40,340
2616
$2.12M ﹤0.01%
52,350
-6,134
2617
$2.11M ﹤0.01%
12,891
-28,348
2618
$2.11M ﹤0.01%
71,033
+63,835
2619
$2.1M ﹤0.01%
42,781
-2,034
2620
$2.1M ﹤0.01%
18,529
-2,020
2621
$2.1M ﹤0.01%
71,607
-170,605
2622
$2.09M ﹤0.01%
163,106
-324
2623
$2.09M ﹤0.01%
21,948
-7,463
2624
$2.08M ﹤0.01%
47,598
+4,627
2625
$2.08M ﹤0.01%
148,704
+49,367
103 104
105
106 107