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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$1.78M ﹤0.01%
187,997
+110,077
2827
$1.78M ﹤0.01%
96,244
-36,800
2828
$1.78M ﹤0.01%
161,065
+117,901
2829
$1.77M ﹤0.01%
29,450
-13,054
2830
$1.77M ﹤0.01%
34,550
-42,572
2831
$1.77M ﹤0.01%
118,924
+1,113
2832
$1.77M ﹤0.01%
61,212
-28,324
2833
$1.77M ﹤0.01%
44,919
-11,858
2834
$1.77M ﹤0.01%
181,123
-2,104
2835
$1.76M ﹤0.01%
158,017
+155,933
2836
$1.76M ﹤0.01%
72,288
-836
2837
$1.76M ﹤0.01%
20,974
-5,340
2838
$1.76M ﹤0.01%
84,873
-4,887
2839
$1.76M ﹤0.01%
253,263
+248,883
2840
$1.76M ﹤0.01%
54,411
+4,571
2841
$1.76M ﹤0.01%
46,769
+1,430
2842
$1.76M ﹤0.01%
39,222
-16,032
2843
$1.75M ﹤0.01%
77,209
+290
2844
$1.75M ﹤0.01%
44,792
+34,042
2845
$1.75M ﹤0.01%
49,587
-6,344
2846
$1.75M ﹤0.01%
788,563
+25,376
2847
$1.75M ﹤0.01%
51,277
+12,946
2848
$1.74M ﹤0.01%
152,146
-4,448
2849
$1.74M ﹤0.01%
42,218
-14,211
2850
$1.74M ﹤0.01%
65,703
+34,861
112 113
114
115 116