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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$1.22M ﹤0.01%
83,147
+68,308
2827
$1.22M ﹤0.01%
77,296
-2,839
2828
$1.22M ﹤0.01%
52,739
-26,825
2829
$1.22M ﹤0.01%
19,564
+7,633
2830
$1.22M ﹤0.01%
91,566
+4,646
2831
$1.22M ﹤0.01%
72,159
+16,414
2832
$1.21M ﹤0.01%
64,787
-22,464
2833
$1.21M ﹤0.01%
56,507
+2,224
2834
$1.21M ﹤0.01%
29,184
+11,498
2835
$1.21M ﹤0.01%
75,555
+11,489
2836
$1.21M ﹤0.01%
31,504
+1,179
2837
$1.21M ﹤0.01%
36,686
+31,686
2838
$1.2M ﹤0.01%
104,577
+23,416
2839
$1.2M ﹤0.01%
17,364
+4,758
2840
$1.2M ﹤0.01%
36,494
+3,663
2841
$1.2M ﹤0.01%
17,178
+2,011
2842
$1.2M ﹤0.01%
36,964
+30,332
2843
$1.2M ﹤0.01%
12,114
-13,583
2844
$1.19M ﹤0.01%
54,508
+6,018
2845
$1.19M ﹤0.01%
132,829
+33,416
2846
$1.19M ﹤0.01%
36,028
-1,131
2847
$1.19M ﹤0.01%
22,909
-2,425
2848
$1.19M ﹤0.01%
19,174
+7,719
2849
$1.18M ﹤0.01%
26,059
+628
2850
$1.18M ﹤0.01%
16,187
+86
112 113
114
115 116