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
3101
$1.17M ﹤0.01%
26,869
-13,619
3102
$1.17M ﹤0.01%
46,926
+23,126
3103
$1.17M ﹤0.01%
110,350
-57,130
3104
$1.16M ﹤0.01%
72,217
-20,867
3105
$1.16M ﹤0.01%
53,385
-21,025
3106
$1.16M ﹤0.01%
41,289
-30,967
3107
$1.15M ﹤0.01%
59,702
-27,887
3108
$1.15M ﹤0.01%
273,192
+54,176
3109
$1.15M ﹤0.01%
81,956
+28,452
3110
$1.15M ﹤0.01%
34,835
-33,870
3111
$1.15M ﹤0.01%
45,604
+9,107
3112
$1.15M ﹤0.01%
42,388
-107,464
3113
$1.15M ﹤0.01%
156,538
-28,616
3114
$1.14M ﹤0.01%
98,085
+270
3115
$1.14M ﹤0.01%
72,185
-16,056
3116
$1.14M ﹤0.01%
25,345
-11,281
3117
$1.14M ﹤0.01%
27,085
+4,244
3118
$1.13M ﹤0.01%
70,012
+1,485
3119
$1.13M ﹤0.01%
140,373
+8,804
3120
$1.13M ﹤0.01%
115,564
-10,028
3121
$1.13M ﹤0.01%
61,358
-2,251
3122
$1.12M ﹤0.01%
42,456
-11,557
3123
$1.12M ﹤0.01%
15,960
+2,093
3124
$1.12M ﹤0.01%
66,676
-1,034
3125
$1.12M ﹤0.01%
126,953
-40,343
123 124
125
126 127