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
2901
$1.6M ﹤0.01%
49,690
-250
2902
$1.6M ﹤0.01%
75,969
-244,301
2903
$1.59M ﹤0.01%
36,143
+7,373
2904
$1.59M ﹤0.01%
28,427
-3,154
2905
$1.59M ﹤0.01%
74,935
+33,895
2906
$1.59M ﹤0.01%
13,566
-4,132
2907
$1.59M ﹤0.01%
54,308
-18,237
2908
$1.59M ﹤0.01%
105,119
-27,565
2909
$1.58M ﹤0.01%
65,680
-140,346
2910
$1.58M ﹤0.01%
43,668
-2,291
2911
$1.58M ﹤0.01%
32,866
+11,673
2912
$1.58M ﹤0.01%
37,415
-27,841
2913
$1.58M ﹤0.01%
29,389
+14,983
2914
$1.58M ﹤0.01%
53,182
-952
2915
$1.57M ﹤0.01%
15,750
-115,160
2916
$1.57M ﹤0.01%
52,179
-20,558
2917
$1.57M ﹤0.01%
67,457
-24,029
2918
$1.57M ﹤0.01%
112,153
+45,598
2919
$1.57M ﹤0.01%
37,131
-8,603
2920
$1.57M ﹤0.01%
80,119
-46,731
2921
$1.56M ﹤0.01%
25,163
-15,003
2922
$1.56M ﹤0.01%
+40,062
2923
$1.55M ﹤0.01%
21,432
-19,293
2924
$1.55M ﹤0.01%
67,592
-213,412
2925
$1.55M ﹤0.01%
30,357
-7,563
115 116
117
118 119