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
3076
$1.21M ﹤0.01%
31,117
-25,576
3077
$1.2M ﹤0.01%
12,431
-27,430
3078
$1.2M ﹤0.01%
14,461
-502
3079
$1.2M ﹤0.01%
13,731
+3,137
3080
$1.2M ﹤0.01%
21,207
+1,418
3081
$1.2M ﹤0.01%
61,870
-46,630
3082
$1.19M ﹤0.01%
59,243
-14,103
3083
$1.19M ﹤0.01%
58,952
+1,219
3084
$1.19M ﹤0.01%
10,543
-116,314
3085
$1.19M ﹤0.01%
13,770
-5,254
3086
$1.19M ﹤0.01%
47,941
+21,375
3087
$1.19M ﹤0.01%
48,834
+17,828
3088
$1.19M ﹤0.01%
30,210
+3,721
3089
$1.18M ﹤0.01%
60,305
-251,203
3090
$1.18M ﹤0.01%
25,537
+22,268
3091
$1.18M ﹤0.01%
24,693
-12,126
3092
$1.18M ﹤0.01%
101,161
-5,842
3093
$1.18M ﹤0.01%
31,193
+20,284
3094
$1.18M ﹤0.01%
59,505
-5,719
3095
$1.17M ﹤0.01%
72,154
-62,132
3096
$1.17M ﹤0.01%
7,640
-909
3097
$1.17M ﹤0.01%
43,164
-29,352
3098
$1.17M ﹤0.01%
54,902
-4,752
3099
$1.17M ﹤0.01%
34,862
-8,440
3100
$1.17M ﹤0.01%
53,358
+4,392
122 123
124
125 126