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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$7.16M ﹤0.01%
227,855
+12,150
2652
$7.15M ﹤0.01%
199,062
+82,933
2653
$7.15M ﹤0.01%
325,403
+297,944
2654
$7.14M ﹤0.01%
125,708
-20,099
2655
$7.13M ﹤0.01%
385,312
+322,057
2656
$7.13M ﹤0.01%
1,310,044
+1,245,129
2657
$7.12M ﹤0.01%
76,275
-14,222
2658
$7.12M ﹤0.01%
113,118
-3,111
2659
$7.12M ﹤0.01%
102,717
+1,204
2660
$7.11M ﹤0.01%
147,589
+114,738
2661
$7.1M ﹤0.01%
604,035
+50,611
2662
$7.09M ﹤0.01%
833,312
+661,321
2663
$7.09M ﹤0.01%
4,822,847
+3,976,423
2664
$7.09M ﹤0.01%
1,495,138
+1,089,403
2665
$7.09M ﹤0.01%
701,546
+408,471
2666
$7.09M ﹤0.01%
181,263
+113,050
2667
$7.08M ﹤0.01%
279,297
+72,993
2668
$7.08M ﹤0.01%
674,278
+405,876
2669
$7.08M ﹤0.01%
473,364
+353,797
2670
$7.07M ﹤0.01%
38,434
+6,393
2671
$7.07M ﹤0.01%
342,769
-48,748
2672
$7.06M ﹤0.01%
65,816
+13,934
2673
$7.05M ﹤0.01%
245,180
+204,678
2674
$7.05M ﹤0.01%
239,006
+94,644
2675
$7.04M ﹤0.01%
2,146,749
+1,848,385
105 106
107
108 109