UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$625K ﹤0.01%
117,615
-259,833
3027
$625K ﹤0.01%
10,352
+721
3028
$623K ﹤0.01%
8,150
-2,831
3029
$623K ﹤0.01%
17,181
-50,046
3030
$623K ﹤0.01%
64,556
-26,519
3031
$622K ﹤0.01%
35,011
-42,835
3032
$621K ﹤0.01%
522,187
-126,549
3033
$620K ﹤0.01%
207,964
+203,986
3034
$619K ﹤0.01%
151,648
+2,665
3035
$619K ﹤0.01%
109,666
+5,157
3036
$617K ﹤0.01%
126,334
-599,606
3037
$615K ﹤0.01%
76,269
-279,755
3038
$613K ﹤0.01%
19,923
+3,410
3039
$612K ﹤0.01%
10,852
-50,436
3040
$611K ﹤0.01%
51,670
-53,545
3041
$611K ﹤0.01%
11,222
-1,266
3042
$611K ﹤0.01%
58,756
+4,822
3043
$610K ﹤0.01%
23,548
-5,083
3044
$608K ﹤0.01%
9,130
-9,650
3045
$608K ﹤0.01%
28,525
+1,617
3046
$606K ﹤0.01%
75,143
-243,522
3047
$605K ﹤0.01%
21,761
-20,705
3048
$604K ﹤0.01%
15,267
-12,373
3049
$604K ﹤0.01%
16,186
-66,793
3050
$604K ﹤0.01%
11,291
+1,633
120 121
122
123 124