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
2951
$1.39M ﹤0.01%
34,219
-193
2952
$1.39M ﹤0.01%
13,212
-32,850
2953
$1.39M ﹤0.01%
40,437
-9,555
2954
$1.39M ﹤0.01%
14,143
-26,195
2955
$1.38M ﹤0.01%
25,030
+15,828
2956
$1.38M ﹤0.01%
21,499
-60,222
2957
$1.38M ﹤0.01%
9,525
-485
2958
$1.38M ﹤0.01%
60,487
-41,251
2959
$1.38M ﹤0.01%
33,437
+540
2960
$1.38M ﹤0.01%
34,283
-8,526
2961
$1.38M ﹤0.01%
8,912
+8,660
2962
$1.38M ﹤0.01%
105,029
-359,611
2963
$1.37M ﹤0.01%
5,360
-1,332
2964
$1.37M ﹤0.01%
73,266
+37,366
2965
$1.37M ﹤0.01%
23,514
-2,987
2966
$1.37M ﹤0.01%
30,546
-827
2967
$1.37M ﹤0.01%
268,691
+72,562
2968
$1.37M ﹤0.01%
56,215
-11,074
2969
$1.37M ﹤0.01%
107,574
+105,003
2970
$1.37M ﹤0.01%
233,900
+36,813
2971
$1.37M ﹤0.01%
45,049
-15,402
2972
$1.37M ﹤0.01%
156,977
-4,775
2973
$1.36M ﹤0.01%
73,763
-93,071
2974
$1.36M ﹤0.01%
23,778
-8,474
2975
$1.36M ﹤0.01%
35,234
-21,390
117 118
119
120 121