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 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$1.44M ﹤0.01%
56,435
-15,432
2927
$1.44M ﹤0.01%
44,558
-34,802
2928
$1.44M ﹤0.01%
28,816
+8,793
2929
$1.43M ﹤0.01%
+57,600
2930
$1.43M ﹤0.01%
29,599
+26,077
2931
$1.43M ﹤0.01%
168,935
-16,563
2932
$1.43M ﹤0.01%
36,561
+2,328
2933
$1.43M ﹤0.01%
145,086
+92,229
2934
$1.43M ﹤0.01%
52,408
+14,294
2935
$1.43M ﹤0.01%
561
+295
2936
$1.42M ﹤0.01%
45,645
-15,486
2937
$1.42M ﹤0.01%
439,415
+17,500
2938
$1.42M ﹤0.01%
43,935
-72,848
2939
$1.42M ﹤0.01%
62,963
+30,497
2940
$1.42M ﹤0.01%
21,705
+8,195
2941
$1.41M ﹤0.01%
31,160
+2,438
2942
$1.41M ﹤0.01%
16,551
+6,080
2943
$1.41M ﹤0.01%
21,826
-4,004
2944
$1.41M ﹤0.01%
59,711
-1,826
2945
$1.41M ﹤0.01%
30,359
-22
2946
$1.4M ﹤0.01%
4,321
-12,639
2947
$1.4M ﹤0.01%
15,892
-36,736
2948
$1.4M ﹤0.01%
85,125
+2,055
2949
$1.4M ﹤0.01%
19,612
-4,987
2950
$1.39M ﹤0.01%
263,142
+2,371
116 117
118
119 120