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
2701
$1.89M ﹤0.01%
63,488
+47,004
2702
$1.89M ﹤0.01%
73,321
-89,201
2703
$1.88M ﹤0.01%
12,600
-18,971
2704
$1.88M ﹤0.01%
34,204
+25,561
2705
$1.88M ﹤0.01%
36,873
+25,073
2706
$1.88M ﹤0.01%
11,887
-31,708
2707
$1.87M ﹤0.01%
31,806
-49,740
2708
$1.87M ﹤0.01%
18,251
+10,941
2709
$1.87M ﹤0.01%
13,983
+2,065
2710
$1.86M ﹤0.01%
96,605
-17,538
2711
$1.86M ﹤0.01%
23,194
+10,351
2712
$1.86M ﹤0.01%
29,273
-2,569
2713
$1.86M ﹤0.01%
28,686
-2,115
2714
$1.86M ﹤0.01%
207,788
-39,105
2715
$1.85M ﹤0.01%
55,819
-413,672
2716
$1.85M ﹤0.01%
58,086
-60,516
2717
$1.85M ﹤0.01%
24,743
+4,504
2718
$1.85M ﹤0.01%
188,370
-6,063
2719
$1.85M ﹤0.01%
326,437
+34,620
2720
$1.85M ﹤0.01%
59,499
-116,155
2721
$1.85M ﹤0.01%
39,968
+17,319
2722
$1.85M ﹤0.01%
79,396
+77,088
2723
$1.84M ﹤0.01%
13,488
-16,545
2724
$1.84M ﹤0.01%
190,041
+188,172
2725
$1.84M ﹤0.01%
22,844
-9,225
107 108
109
110 111