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
3026
$1.27M ﹤0.01%
135,612
+24,050
3027
$1.26M ﹤0.01%
90,106
-401
3028
$1.26M ﹤0.01%
39,112
-53,236
3029
$1.26M ﹤0.01%
157,683
+20,364
3030
$1.26M ﹤0.01%
19,856
-13,583
3031
$1.26M ﹤0.01%
82,161
+79,068
3032
$1.26M ﹤0.01%
84,665
-1,155
3033
$1.25M ﹤0.01%
394,173
-731
3034
$1.25M ﹤0.01%
17,092
-2,302
3035
$1.25M ﹤0.01%
90,256
+1,787
3036
$1.25M ﹤0.01%
58,538
+6,096
3037
$1.25M ﹤0.01%
21,511
+399
3038
$1.24M ﹤0.01%
73,618
+70,237
3039
$1.24M ﹤0.01%
5,215
-2,959
3040
$1.24M ﹤0.01%
37,299
-44,800
3041
$1.24M ﹤0.01%
43,416
-89,370
3042
$1.24M ﹤0.01%
40,258
+12,588
3043
$1.24M ﹤0.01%
28,626
+171
3044
$1.24M ﹤0.01%
262,401
+1,252
3045
$1.23M ﹤0.01%
58,000
+3,140
3046
$1.23M ﹤0.01%
41,298
+25,796
3047
$1.23M ﹤0.01%
25,352
-15,919
3048
$1.23M ﹤0.01%
8,821
-14,486
3049
$1.23M ﹤0.01%
58,159
-27,972
3050
$1.23M ﹤0.01%
30,307
-937
120 121
122
123 124