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
$249B
AUM Growth
+$30.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,286
New
Increased
Reduced
Closed

Top Buys

1
+$591M
2
+$493M
3
+$481M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$460M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$338M

Top Sells

1
+$503M
2
+$370M
3
+$368M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$279M
5
FIS icon
Fidelity National Information Services
FIS
+$241M

Sector Composition

1 Technology 17.64%
2 Financials 9.54%
3 Healthcare 8.06%
4 Consumer Discretionary 6.75%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$2.16M ﹤0.01%
55,247
-3,296
2777
$2.16M ﹤0.01%
+44,366
2778
$2.16M ﹤0.01%
229,678
+99,863
2779
$2.16M ﹤0.01%
106,083
+5,195
2780
$2.15M ﹤0.01%
50,019
+9,392
2781
$2.15M ﹤0.01%
49,831
+7,168
2782
$2.15M ﹤0.01%
48,579
+7,407
2783
$2.15M ﹤0.01%
115,216
-7,159
2784
$2.15M ﹤0.01%
25,990
+14,852
2785
$2.14M ﹤0.01%
70,458
-196,884
2786
$2.14M ﹤0.01%
87,770
+47,596
2787
$2.14M ﹤0.01%
223,092
+129,783
2788
$2.14M ﹤0.01%
38,762
+26,601
2789
$2.14M ﹤0.01%
183,906
-64,247
2790
$2.14M ﹤0.01%
124,764
+42,578
2791
$2.13M ﹤0.01%
1,413,300
+399,290
2792
$2.13M ﹤0.01%
118,076
+62,260
2793
$2.13M ﹤0.01%
41,627
+35,229
2794
$2.13M ﹤0.01%
130,665
+2,374
2795
$2.13M ﹤0.01%
39,863
+16,451
2796
$2.13M ﹤0.01%
551,417
-82,934
2797
$2.13M ﹤0.01%
+75,637
2798
$2.12M ﹤0.01%
187,854
+118,890
2799
$2.12M ﹤0.01%
67,306
+50,707
2800
$2.12M ﹤0.01%
42,854
-16,185
110 111
112
113 114