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
2726
$1.84M ﹤0.01%
28,368
+5,307
2727
$1.83M ﹤0.01%
64,220
-101,958
2728
$1.83M ﹤0.01%
72,102
-69,350
2729
$1.83M ﹤0.01%
135,906
-244,602
2730
$1.83M ﹤0.01%
24,538
-35,665
2731
$1.82M ﹤0.01%
173,254
-7,811
2732
$1.82M ﹤0.01%
23,941
-7,150
2733
$1.82M ﹤0.01%
209,755
-55,806
2734
$1.82M ﹤0.01%
52,697
+5,642
2735
$1.82M ﹤0.01%
18,475
-8,112
2736
$1.82M ﹤0.01%
66,295
-52,320
2737
$1.81M ﹤0.01%
109,292
-12,524
2738
$1.81M ﹤0.01%
28,652
+1,267
2739
$1.8M ﹤0.01%
211,399
-216,811
2740
$1.8M ﹤0.01%
25,304
-15,060
2741
$1.8M ﹤0.01%
66,560
+64,947
2742
$1.79M ﹤0.01%
100,304
+6,874
2743
$1.79M ﹤0.01%
42,381
-4,569
2744
$1.79M ﹤0.01%
122,112
-57,679
2745
$1.79M ﹤0.01%
44,435
-15,589
2746
$1.79M ﹤0.01%
69,682
+2,305
2747
$1.79M ﹤0.01%
122,372
+3,774
2748
$1.79M ﹤0.01%
29,910
-10,660
2749
$1.78M ﹤0.01%
459,430
+24,080
2750
$1.77M ﹤0.01%
49,912
-13,338
108 109
110
111 112