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
2801
$834K ﹤0.01%
90,931
-63,866
2802
$833K ﹤0.01%
84,402
-52,334
2803
$832K ﹤0.01%
27,799
-112,893
2804
$830K ﹤0.01%
135,472
-14,408
2805
$830K ﹤0.01%
64,255
-43,224
2806
$830K ﹤0.01%
68
+51
2807
$829K ﹤0.01%
62,180
-2,012
2808
$828K ﹤0.01%
32,131
-8,360
2809
$828K ﹤0.01%
37,101
-585
2810
$827K ﹤0.01%
48,661
-45,263
2811
$827K ﹤0.01%
37,549
-30,212
2812
$826K ﹤0.01%
26,974
-35,216
2813
$826K ﹤0.01%
103,721
+71,310
2814
$823K ﹤0.01%
57,299
-84,065
2815
$823K ﹤0.01%
45,442
-46,835
2816
$821K ﹤0.01%
31,095
+1,733
2817
$821K ﹤0.01%
194,358
-145,365
2818
$820K ﹤0.01%
72,670
-44,894
2819
$820K ﹤0.01%
14,185
-45,648
2820
$820K ﹤0.01%
32,238
-7,773
2821
$819K ﹤0.01%
19,723
-5,425
2822
$818K ﹤0.01%
30,453
-168,596
2823
$818K ﹤0.01%
106,261
-101,016
2824
$816K ﹤0.01%
36,589
-164,389
2825
$815K ﹤0.01%
30,233
-180,054
111 112
113
114 115