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
2801
$1.68M ﹤0.01%
84,780
-11,265
2802
$1.68M ﹤0.01%
90,866
+8,638
2803
$1.68M ﹤0.01%
87,741
-79,799
2804
$1.67M ﹤0.01%
40,488
-7,914
2805
$1.67M ﹤0.01%
85,469
-8,100
2806
$1.67M ﹤0.01%
24,381
-34,692
2807
$1.67M ﹤0.01%
123,062
-156,310
2808
$1.67M ﹤0.01%
26,881
-2,298
2809
$1.66M ﹤0.01%
127,855
+9,322
2810
$1.66M ﹤0.01%
194,035
-18,405
2811
$1.66M ﹤0.01%
26,470
-16,596
2812
$1.66M ﹤0.01%
9,620
-2,194
2813
$1.66M ﹤0.01%
102,241
+31,577
2814
$1.66M ﹤0.01%
44,975
+8,395
2815
$1.66M ﹤0.01%
32,658
+4,402
2816
$1.65M ﹤0.01%
37,998
-65,906
2817
$1.65M ﹤0.01%
122,726
+1,447
2818
$1.65M ﹤0.01%
114,638
-28,659
2819
$1.65M ﹤0.01%
12,662
-8,528
2820
$1.64M ﹤0.01%
18,272
-16,545
2821
$1.64M ﹤0.01%
39,092
-50,288
2822
$1.64M ﹤0.01%
21,521
-2,027
2823
$1.64M ﹤0.01%
43,230
-13,555
2824
$1.64M ﹤0.01%
72,843
-129,632
2825
$1.64M ﹤0.01%
148,553
+15,967
111 112
113
114 115