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
2626
$2.08M ﹤0.01%
172,906
+9,500
2627
$2.08M ﹤0.01%
112,420
-7,594
2628
$2.08M ﹤0.01%
50,884
-94,970
2629
$2.07M ﹤0.01%
35,503
-47,335
2630
$2.06M ﹤0.01%
60,338
-12,290
2631
$2.06M ﹤0.01%
36,666
-1,824
2632
$2.05M ﹤0.01%
12,330
-34,990
2633
$2.05M ﹤0.01%
26,903
-44,157
2634
$2.04M ﹤0.01%
94,081
+74,941
2635
$2.04M ﹤0.01%
125,829
-27,201
2636
$2.03M ﹤0.01%
131,048
-34,106
2637
$2.03M ﹤0.01%
149,015
-47,056
2638
$2.03M ﹤0.01%
13,665
-52,559
2639
$2.03M ﹤0.01%
222,867
+65,126
2640
$2.03M ﹤0.01%
45,612
-122
2641
$2.03M ﹤0.01%
179,777
+78,354
2642
$2.02M ﹤0.01%
205,976
-25,804
2643
$2.02M ﹤0.01%
151,781
-82,947
2644
$2.02M ﹤0.01%
343,796
+102,595
2645
$2.02M ﹤0.01%
1,776
-1,184
2646
$2.02M ﹤0.01%
110,382
-97,131
2647
$2.01M ﹤0.01%
201,780
+189,620
2648
$2M ﹤0.01%
201,502
+116,770
2649
$2M ﹤0.01%
57,640
-18,644
2650
$2M ﹤0.01%
91,860
-8,423
104 105
106
107 108