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
2826
$1.64M ﹤0.01%
598,441
+2,642
2827
$1.64M ﹤0.01%
5,188
-2,942
2828
$1.63M ﹤0.01%
24,925
-78,287
2829
$1.63M ﹤0.01%
124,503
-326,659
2830
$1.63M ﹤0.01%
61,139
-6,489
2831
$1.63M ﹤0.01%
55,359
-48,678
2832
$1.63M ﹤0.01%
41,280
-246,898
2833
$1.61M ﹤0.01%
69,949
-29,351
2834
$1.61M ﹤0.01%
59,493
-31,052
2835
$1.61M ﹤0.01%
20,855
+4,882
2836
$1.61M ﹤0.01%
65,806
-5,936
2837
$1.61M ﹤0.01%
16,275
-10,437
2838
$1.61M ﹤0.01%
30,823
+27,644
2839
$1.6M ﹤0.01%
245,786
+86,229
2840
$1.6M ﹤0.01%
123,182
+42,874
2841
$1.6M ﹤0.01%
94,433
+31,507
2842
$1.6M ﹤0.01%
183,798
+18,370
2843
$1.59M ﹤0.01%
72,718
-140
2844
$1.59M ﹤0.01%
134,177
+69,728
2845
$1.59M ﹤0.01%
58,583
-121,565
2846
$1.59M ﹤0.01%
24,045
-1,042
2847
$1.59M ﹤0.01%
202,140
+43,989
2848
$1.59M ﹤0.01%
71,877
+29,568
2849
$1.59M ﹤0.01%
29,430
-8,373
2850
$1.59M ﹤0.01%
40,600
-64,316
112 113
114
115 116