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
2851
$1.18M ﹤0.01%
78,155
+6,423
2852
$1.18M ﹤0.01%
239,433
-74,987
2853
$1.18M ﹤0.01%
32,755
-4,328
2854
$1.17M ﹤0.01%
16,838
+7,344
2855
$1.17M ﹤0.01%
60,741
+26,006
2856
$1.17M ﹤0.01%
28,931
+10,503
2857
$1.17M ﹤0.01%
65,096
+63,550
2858
$1.17M ﹤0.01%
24,749
+912
2859
$1.17M ﹤0.01%
23,958
-2,168
2860
$1.17M ﹤0.01%
58,671
+35,740
2861
$1.16M ﹤0.01%
95,709
-25,747
2862
$1.16M ﹤0.01%
80,167
+5,254
2863
$1.16M ﹤0.01%
7,303
+1,106
2864
$1.16M ﹤0.01%
58,068
-14,789
2865
$1.16M ﹤0.01%
18,128
+499
2866
$1.16M ﹤0.01%
35,389
+214
2867
$1.16M ﹤0.01%
77,423
-62,476
2868
$1.16M ﹤0.01%
46,454
+2,120
2869
$1.16M ﹤0.01%
12,590
+1,813
2870
$1.16M ﹤0.01%
27,764
-30,421
2871
$1.15M ﹤0.01%
48,774
-987
2872
$1.15M ﹤0.01%
+20,729
2873
$1.15M ﹤0.01%
97,223
+4,479
2874
$1.15M ﹤0.01%
22,015
+16,991
2875
$1.15M ﹤0.01%
+89,165
113 114
115
116 117