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
2751
$1.77M ﹤0.01%
62,617
-7,180
2752
$1.77M ﹤0.01%
58,026
+47,814
2753
$1.77M ﹤0.01%
32,302
-2,702
2754
$1.77M ﹤0.01%
41,239
-22,220
2755
$1.77M ﹤0.01%
48,419
-25,953
2756
$1.77M ﹤0.01%
26,029
+16,460
2757
$1.77M ﹤0.01%
4,823
-5,089
2758
$1.76M ﹤0.01%
55,141
-105,415
2759
$1.76M ﹤0.01%
77,631
-38,006
2760
$1.76M ﹤0.01%
97,476
-35,502
2761
$1.76M ﹤0.01%
183,231
+13,753
2762
$1.76M ﹤0.01%
33,806
+4,004
2763
$1.75M ﹤0.01%
71,445
-23,389
2764
$1.75M ﹤0.01%
36,692
+4,660
2765
$1.74M ﹤0.01%
110,796
-31,427
2766
$1.74M ﹤0.01%
89,270
+4,615
2767
$1.74M ﹤0.01%
32,354
+3,839
2768
$1.74M ﹤0.01%
18,503
+9,141
2769
$1.74M ﹤0.01%
57,087
+56,093
2770
$1.74M ﹤0.01%
114,072
-8,340
2771
$1.74M ﹤0.01%
133,413
+15,559
2772
$1.74M ﹤0.01%
29,857
-2,642
2773
$1.74M ﹤0.01%
39,408
-4,627
2774
$1.74M ﹤0.01%
22,710
-65,424
2775
$1.73M ﹤0.01%
26,313
+5,434
109 110
111
112 113