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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$118M 0.07%
1,735,018
+125,475
252
$118M 0.07%
1,051,305
+1,661
253
$118M 0.07%
902,414
-2,187,160
254
$117M 0.07%
2,548,126
+34,778
255
$116M 0.07%
2,378,596
+99,009
256
$116M 0.07%
905,060
-18,864
257
$115M 0.07%
1,949,138
-287,598
258
$115M 0.07%
1,561,029
+14,064
259
$115M 0.07%
5,415,465
-530,619
260
$113M 0.07%
836,665
-103,671
261
$112M 0.07%
1,008,299
-170,533
262
$112M 0.07%
6,183,600
-3,840,010
263
$112M 0.07%
1,023,239
+17,306
264
$111M 0.07%
1,050,163
-65,949
265
$110M 0.07%
2,870,115
+527,053
266
$110M 0.07%
996,205
+780,718
267
$110M 0.07%
2,006,775
-99,921
268
$109M 0.07%
760,401
-262,583
269
$109M 0.07%
608,387
-7,488
270
$108M 0.07%
873,765
+25,658
271
$107M 0.07%
3,166,458
-105,432
272
$107M 0.06%
806,906
+235,212
273
$106M 0.06%
697,215
+10,410
274
$106M 0.06%
1,407,987
-49,522
275
$104M 0.06%
2,785,248
+152,732
9 10
11
12 13