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
2901
$1.5M ﹤0.01%
20,500
-17,745
2902
$1.5M ﹤0.01%
71,184
+32,966
2903
$1.49M ﹤0.01%
133,289
-616
2904
$1.49M ﹤0.01%
30,206
-38,580
2905
$1.49M ﹤0.01%
151,220
+100,990
2906
$1.49M ﹤0.01%
95,757
+999
2907
$1.49M ﹤0.01%
258,409
-9,604
2908
$1.48M ﹤0.01%
17,673
-34,610
2909
$1.48M ﹤0.01%
151,200
+1,200
2910
$1.48M ﹤0.01%
151,505
+151,228
2911
$1.48M ﹤0.01%
90,079
+54,933
2912
$1.47M ﹤0.01%
90,723
+16,168
2913
$1.47M ﹤0.01%
35,041
+11,999
2914
$1.47M ﹤0.01%
15,492
-20,202
2915
$1.47M ﹤0.01%
12,747
-22,114
2916
$1.47M ﹤0.01%
24,777
+3,172
2917
$1.47M ﹤0.01%
60,021
-136,505
2918
$1.47M ﹤0.01%
59,738
-47,284
2919
$1.46M ﹤0.01%
153,923
-99,869
2920
$1.46M ﹤0.01%
38,243
-77,261
2921
$1.46M ﹤0.01%
40,952
-26,572
2922
$1.46M ﹤0.01%
60,387
+15,152
2923
$1.46M ﹤0.01%
86,072
-7,726
2924
$1.45M ﹤0.01%
39,380
-13,178
2925
$1.44M ﹤0.01%
16,828
+2,126
115 116
117
118 119