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
276
$104M 0.06%
2,528,107
+350,762
277
$104M 0.06%
1,905,070
+403,791
278
$104M 0.06%
2,152,226
-60,962
279
$104M 0.06%
1,133,821
+129,942
280
$103M 0.06%
1,563,966
-46,483
281
$103M 0.06%
1,199,466
-245,097
282
$101M 0.06%
985,457
-22,787
283
$101M 0.06%
4,350,922
-4,949,607
284
$100M 0.06%
802,076
-527,870
285
$100M 0.06%
2,285,547
+121,512
286
$99.7M 0.06%
2,609,415
+307,744
287
$97.7M 0.06%
1,279,150
-934
288
$97.4M 0.06%
5,266,300
-420,220
289
$97.2M 0.06%
907,403
-372,285
290
$96.5M 0.06%
1,852,547
-124,859
291
$95.4M 0.06%
1,054,679
-21,457
292
$94.8M 0.06%
1,684,589
-41,354
293
$94.6M 0.06%
753,414
+241,140
294
$94.5M 0.06%
987,630
+206,601
295
$94.5M 0.06%
902,101
+631
296
$94.3M 0.06%
2,476,841
+621,181
297
$94M 0.06%
1,795,930
+7,369
298
$93.8M 0.06%
1,644,182
-1,546,698
299
$93.4M 0.06%
752,132
-82,851
300
$93.3M 0.06%
2,560,950
-174,333
10 11
12
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