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
2626
$1.04M ﹤0.01%
29,571
+3,731
2627
$1.04M ﹤0.01%
77,424
+4,804
2628
$1.04M ﹤0.01%
26,578
+3,717
2629
$1.04M ﹤0.01%
205,515
-8,486
2630
$1.04M ﹤0.01%
40,314
+32,494
2631
$1.03M ﹤0.01%
59,023
-57,387
2632
$1.03M ﹤0.01%
247,943
+30,292
2633
$1.03M ﹤0.01%
20,870
-3,714
2634
$1.03M ﹤0.01%
74,650
-7,046
2635
$1.03M ﹤0.01%
10,865
-1,623
2636
$1.02M ﹤0.01%
37,907
+14,623
2637
$1.02M ﹤0.01%
26,686
-522
2638
$1.02M ﹤0.01%
56,458
-27,768
2639
$1.02M ﹤0.01%
77,028
+15,196
2640
$1.02M ﹤0.01%
56,210
-42,450
2641
$1.02M ﹤0.01%
102,436
+27,956
2642
$1.02M ﹤0.01%
91,504
-69,804
2643
$1.01M ﹤0.01%
24,005
-115,667
2644
$1.01M ﹤0.01%
242,644
-97,307
2645
$1.01M ﹤0.01%
27,662
-28,127
2646
$1.01M ﹤0.01%
53,492
-190,649
2647
$1.01M ﹤0.01%
42,623
-28,833
2648
$1.01M ﹤0.01%
37,780
-63,830
2649
$1.01M ﹤0.01%
49,817
-8,081
2650
$1.01M ﹤0.01%
9,168
-1,310
104 105
106
107 108