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
3126
$1.12M ﹤0.01%
45,600
-6,730
3127
$1.12M ﹤0.01%
37,257
+30,577
3128
$1.12M ﹤0.01%
56,791
+27,537
3129
$1.12M ﹤0.01%
111,090
-1,290
3130
$1.12M ﹤0.01%
52,981
-382
3131
$1.11M ﹤0.01%
3,171
+3,050
3132
$1.11M ﹤0.01%
23,160
-67,109
3133
$1.11M ﹤0.01%
28,971
+111
3134
$1.11M ﹤0.01%
94,954
+26,614
3135
$1.11M ﹤0.01%
31,691
-9,891
3136
$1.11M ﹤0.01%
235,106
+4,501
3137
$1.11M ﹤0.01%
34,700
+10,383
3138
$1.11M ﹤0.01%
8,425
-4,096
3139
$1.11M ﹤0.01%
27,432
-10,302
3140
$1.11M ﹤0.01%
109,795
+63,234
3141
$1.1M ﹤0.01%
21,242
+4,352
3142
$1.1M ﹤0.01%
43,584
-18,873
3143
$1.1M ﹤0.01%
20,802
-139,989
3144
$1.1M ﹤0.01%
6,810
-2,305
3145
$1.1M ﹤0.01%
17,162
-15,024
3146
$1.1M ﹤0.01%
4,406
-8,838
3147
$1.1M ﹤0.01%
11,244
-4,098
3148
$1.1M ﹤0.01%
85,787
+17,252
3149
$1.09M ﹤0.01%
7,051
-6,229
3150
$1.09M ﹤0.01%
51,941
+8,664
124 125
126
127 128