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
2651
$2M ﹤0.01%
86,759
-59,740
2652
$2M ﹤0.01%
12,601
-13,778
2653
$2M ﹤0.01%
69,774
+2,405
2654
$2M ﹤0.01%
184,837
+35,172
2655
$1.99M ﹤0.01%
74,233
-46,405
2656
$1.99M ﹤0.01%
163,982
-18,715
2657
$1.99M ﹤0.01%
147,287
-3,449
2658
$1.99M ﹤0.01%
196,031
+10,802
2659
$1.99M ﹤0.01%
77,220
+8,370
2660
$1.98M ﹤0.01%
169,780
+30,810
2661
$1.98M ﹤0.01%
158,585
+67,714
2662
$1.98M ﹤0.01%
77,788
-5,505
2663
$1.97M ﹤0.01%
18,255
-21,187
2664
$1.97M ﹤0.01%
31,537
-14,978
2665
$1.97M ﹤0.01%
233,669
-32,358
2666
$1.97M ﹤0.01%
8,926
-2,497
2667
$1.97M ﹤0.01%
34,636
+5,247
2668
$1.96M ﹤0.01%
12,806
+11,159
2669
$1.96M ﹤0.01%
16,518
-8,607
2670
$1.96M ﹤0.01%
55,815
-396,361
2671
$1.95M ﹤0.01%
157,073
-1,570,529
2672
$1.95M ﹤0.01%
198,284
+196,204
2673
$1.95M ﹤0.01%
23,820
-11,786
2674
$1.94M ﹤0.01%
22,895
+13,217
2675
$1.94M ﹤0.01%
48,129
-147,938
105 106
107
108 109