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
3001
$1.32M ﹤0.01%
69,368
-850
3002
$1.32M ﹤0.01%
130,738
+21,387
3003
$1.31M ﹤0.01%
41,853
-7,162
3004
$1.31M ﹤0.01%
25,441
+51
3005
$1.31M ﹤0.01%
12,234
-7,739
3006
$1.31M ﹤0.01%
99,371
+18,914
3007
$1.31M ﹤0.01%
124,909
+103,167
3008
$1.3M ﹤0.01%
69,123
+3,214
3009
$1.3M ﹤0.01%
16,413
-19,667
3010
$1.3M ﹤0.01%
53,106
+2,849
3011
$1.3M ﹤0.01%
83,944
-74,724
3012
$1.3M ﹤0.01%
131,524
+129,897
3013
$1.3M ﹤0.01%
74,605
-7,237
3014
$1.3M ﹤0.01%
37,280
-12,161
3015
$1.3M ﹤0.01%
35,425
+4,706
3016
$1.3M ﹤0.01%
24,847
-50,192
3017
$1.29M ﹤0.01%
45,422
+13,487
3018
$1.29M ﹤0.01%
97,458
+25,077
3019
$1.29M ﹤0.01%
36,895
-174,487
3020
$1.28M ﹤0.01%
127,419
+33,618
3021
$1.28M ﹤0.01%
50,401
+7,652
3022
$1.28M ﹤0.01%
168,973
+749
3023
$1.28M ﹤0.01%
33,006
+21,284
3024
$1.28M ﹤0.01%
18,855
-1,353
3025
$1.27M ﹤0.01%
3,968
+2,199
119 120
121
122 123