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
2826
$815K ﹤0.01%
28,506
-31,168
2827
$814K ﹤0.01%
26,786
-19,037
2828
$811K ﹤0.01%
32,277
+5,832
2829
$810K ﹤0.01%
38,458
+9,974
2830
$807K ﹤0.01%
161,472
-57,306
2831
$807K ﹤0.01%
19,807
+15,252
2832
$807K ﹤0.01%
229,236
-49,389
2833
$806K ﹤0.01%
12,527
-49,217
2834
$805K ﹤0.01%
10,083
-11,465
2835
$805K ﹤0.01%
51,869
-71,325
2836
$805K ﹤0.01%
15,397
-2,404
2837
$800K ﹤0.01%
+1,037
2838
$797K ﹤0.01%
36,716
+3,229
2839
$796K ﹤0.01%
22,777
-9,948
2840
$796K ﹤0.01%
24,662
-30,307
2841
$794K ﹤0.01%
144,885
-151,336
2842
$793K ﹤0.01%
156,779
-2,890
2843
$792K ﹤0.01%
34,470
-2,643
2844
$791K ﹤0.01%
87,024
+25,765
2845
$791K ﹤0.01%
24,863
-7,847
2846
$790K ﹤0.01%
9,631
-37,545
2847
$785K ﹤0.01%
45,491
-16,311
2848
$779K ﹤0.01%
53,704
-43,197
2849
$778K ﹤0.01%
2,631
+2,501
2850
$777K ﹤0.01%
76,937
+25,336
112 113
114
115 116