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
2776
$1.73M ﹤0.01%
102,147
-445,608
2777
$1.73M ﹤0.01%
130,458
-15,937
2778
$1.73M ﹤0.01%
19,816
+19,781
2779
$1.72M ﹤0.01%
108,407
+42,530
2780
$1.72M ﹤0.01%
+104,696
2781
$1.72M ﹤0.01%
193,946
-11,441
2782
$1.72M ﹤0.01%
44,757
-20,792
2783
$1.72M ﹤0.01%
65,241
-33,113
2784
$1.72M ﹤0.01%
40,930
-2,382
2785
$1.71M ﹤0.01%
34,403
+10,765
2786
$1.71M ﹤0.01%
30,551
-21,004
2787
$1.71M ﹤0.01%
480,124
+29,105
2788
$1.71M ﹤0.01%
57,748
+6,449
2789
$1.71M ﹤0.01%
108,988
-32,083
2790
$1.71M ﹤0.01%
32,220
-146,227
2791
$1.7M ﹤0.01%
98,865
-68,124
2792
$1.7M ﹤0.01%
73,413
+6,684
2793
$1.7M ﹤0.01%
19,573
-13,046
2794
$1.7M ﹤0.01%
114,816
+7,107
2795
$1.7M ﹤0.01%
169,053
+3,644
2796
$1.69M ﹤0.01%
222,919
-34,800
2797
$1.69M ﹤0.01%
40,598
-12,415
2798
$1.69M ﹤0.01%
137,617
+8,639
2799
$1.68M ﹤0.01%
82,054
+27,014
2800
$1.68M ﹤0.01%
45,327
+34,129
110 111
112
113 114