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
2676
$1.93M ﹤0.01%
73,464
+65,678
2677
$1.93M ﹤0.01%
71,754
+62,887
2678
$1.93M ﹤0.01%
53,640
-11,313
2679
$1.93M ﹤0.01%
26,661
-29,836
2680
$1.93M ﹤0.01%
54,455
-20,847
2681
$1.93M ﹤0.01%
76,181
+29,725
2682
$1.92M ﹤0.01%
31,804
-5,789
2683
$1.92M ﹤0.01%
129,316
-11,585
2684
$1.92M ﹤0.01%
71,940
-336
2685
$1.92M ﹤0.01%
87,447
-5,707
2686
$1.92M ﹤0.01%
44,662
-23,514
2687
$1.92M ﹤0.01%
12,749
-30,608
2688
$1.91M ﹤0.01%
50,027
-466,046
2689
$1.91M ﹤0.01%
126,123
-4,469
2690
$1.91M ﹤0.01%
65,232
-157,831
2691
$1.9M ﹤0.01%
170,244
-13,145
2692
$1.9M ﹤0.01%
66,300
-401,430
2693
$1.9M ﹤0.01%
215,888
+54,664
2694
$1.9M ﹤0.01%
151,095
-7,661
2695
$1.9M ﹤0.01%
+98,387
2696
$1.9M ﹤0.01%
20,785
+10,440
2697
$1.9M ﹤0.01%
17,401
-23,203
2698
$1.89M ﹤0.01%
31,396
-9,572
2699
$1.89M ﹤0.01%
136,262
-31,926
2700
$1.89M ﹤0.01%
27,263
-35,463
106 107
108
109 110