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
2976
$1.36M ﹤0.01%
77,458
+3,815
2977
$1.36M ﹤0.01%
14,862
-9,698
2978
$1.36M ﹤0.01%
234,965
+12,113
2979
$1.35M ﹤0.01%
31,857
+7,598
2980
$1.35M ﹤0.01%
5,942
-828
2981
$1.35M ﹤0.01%
25,945
-3,635
2982
$1.35M ﹤0.01%
25,985
+23,367
2983
$1.34M ﹤0.01%
103,861
-59,831
2984
$1.34M ﹤0.01%
68,006
-10,093
2985
$1.34M ﹤0.01%
234,120
-85,137
2986
$1.34M ﹤0.01%
27,064
-6,648
2987
$1.34M ﹤0.01%
45,863
-139,562
2988
$1.33M ﹤0.01%
30,602
+8,956
2989
$1.33M ﹤0.01%
17,080
-8,941
2990
$1.33M ﹤0.01%
9,259
+364
2991
$1.33M ﹤0.01%
97,580
+3,211
2992
$1.33M ﹤0.01%
61,130
-47,396
2993
$1.32M ﹤0.01%
53,682
-9,626
2994
$1.32M ﹤0.01%
114,147
+8,580
2995
$1.32M ﹤0.01%
24,195
-4,828
2996
$1.32M ﹤0.01%
7,207
+2,156
2997
$1.32M ﹤0.01%
33,647
+24,999
2998
$1.32M ﹤0.01%
29,277
-8,421
2999
$1.32M ﹤0.01%
26,545
-2,950
3000
$1.32M ﹤0.01%
409,037
+232,993
118 119
120
121 122