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
276
$162M 0.07%
1,604,751
+4,470
277
$161M 0.07%
1,014,452
-66,572
278
$160M 0.07%
3,562,518
+1,338,792
279
$160M 0.07%
1,748,805
+511,036
280
$158M 0.07%
1,476,491
+153,235
281
$155M 0.07%
4,353,126
-161,623
282
$155M 0.07%
2,606,315
+74,504
283
$154M 0.07%
3,738,249
-826,360
284
$154M 0.07%
2,607,798
+781,644
285
$154M 0.07%
1,129,342
-191,581
286
$153M 0.07%
2,299,604
+242,007
287
$151M 0.06%
6,049,290
-224,451
288
$150M 0.06%
1,396,097
+50,351
289
$150M 0.06%
2,986,197
+416,182
290
$149M 0.06%
2,167,324
+438,656
291
$149M 0.06%
3,036,411
-132,317
292
$148M 0.06%
1,157,259
+67,278
293
$148M 0.06%
1,914,076
+21,044
294
$147M 0.06%
2,086,674
+451,419
295
$147M 0.06%
2,966,182
-443,498
296
$146M 0.06%
1,380,190
+115,138
297
$146M 0.06%
1,939,245
+410,793
298
$145M 0.06%
877,853
-6,939
299
$145M 0.06%
2,781,387
+260,291
300
$145M 0.06%
1,102,284
-20,118
10 11
12
13 14