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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3076
$4.47M ﹤0.01%
116,367
+4,188
3077
$4.47M ﹤0.01%
84,145
+35,791
3078
$4.47M ﹤0.01%
168,800
+78,726
3079
$4.46M ﹤0.01%
91,578
+13,918
3080
$4.46M ﹤0.01%
249,310
+16,669
3081
$4.46M ﹤0.01%
169,144
-10,548
3082
$4.45M ﹤0.01%
476,596
+401,455
3083
$4.44M ﹤0.01%
163,474
+115,543
3084
$4.42M ﹤0.01%
49,927
-3,698
3085
$4.41M ﹤0.01%
123,077
-2,349
3086
$4.41M ﹤0.01%
674,855
+281,490
3087
$4.41M ﹤0.01%
144,180
+99,635
3088
$4.4M ﹤0.01%
89,389
-8,009
3089
$4.39M ﹤0.01%
38,955
+7,050
3090
$4.39M ﹤0.01%
2,298,810
+1,596,631
3091
$4.39M ﹤0.01%
90,891
-829
3092
$4.38M ﹤0.01%
630,796
+132,098
3093
$4.38M ﹤0.01%
194,957
+10,538
3094
$4.37M ﹤0.01%
27,809
+751
3095
$4.36M ﹤0.01%
518,994
+107,204
3096
$4.35M ﹤0.01%
473,829
+134,767
3097
$4.35M ﹤0.01%
69,754
+23,629
3098
$4.35M ﹤0.01%
102,673
+38,071
3099
$4.33M ﹤0.01%
724,500
+191,504
3100
$4.32M ﹤0.01%
665,733
+646,789
122 123
124
125 126