UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$867K ﹤0.01%
45,806
-50,983
2777
$862K ﹤0.01%
40,904
-32,504
2778
$861K ﹤0.01%
23,245
-19,524
2779
$858K ﹤0.01%
36,152
-14,561
2780
$857K ﹤0.01%
174,854
-3,445,342
2781
$857K ﹤0.01%
42,547
-1,627,517
2782
$857K ﹤0.01%
83,731
-70,160
2783
$854K ﹤0.01%
30,053
-27,964
2784
$853K ﹤0.01%
114,904
-3,024,057
2785
$852K ﹤0.01%
108,021
+60,713
2786
$850K ﹤0.01%
20,200
-26,140
2787
$849K ﹤0.01%
17,940
-18,189
2788
$848K ﹤0.01%
140,401
+24,402
2789
$847K ﹤0.01%
445,825
-168,857
2790
$847K ﹤0.01%
20,904
-21,221
2791
$847K ﹤0.01%
53,719
-37,955
2792
$846K ﹤0.01%
128,721
+7,544
2793
$843K ﹤0.01%
80,783
+31,973
2794
$843K ﹤0.01%
49,422
-7,120
2795
$842K ﹤0.01%
24,791
-185,464
2796
$842K ﹤0.01%
23,409
-7,795
2797
$841K ﹤0.01%
52,765
-270,478
2798
$840K ﹤0.01%
30,636
-7,485
2799
$836K ﹤0.01%
161,721
-16,167
2800
$835K ﹤0.01%
12,409
+8,471
110 111
112
113 114