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
3151
$1.09M ﹤0.01%
99,016
+27,482
3152
$1.09M ﹤0.01%
19,679
-4,811
3153
$1.09M ﹤0.01%
16,490
-16,963
3154
$1.09M ﹤0.01%
23,155
-1,512
3155
$1.09M ﹤0.01%
18,000
+2,356
3156
$1.09M ﹤0.01%
22,947
-2,766
3157
$1.09M ﹤0.01%
81,726
+46,887
3158
$1.09M ﹤0.01%
34,004
+2,556
3159
$1.08M ﹤0.01%
11,722
+11,604
3160
$1.08M ﹤0.01%
27,047
-4,709
3161
$1.08M ﹤0.01%
62,088
-21,688
3162
$1.08M ﹤0.01%
57,671
-1,930
3163
$1.07M ﹤0.01%
+50,000
3164
$1.07M ﹤0.01%
13,334
+1,551
3165
$1.07M ﹤0.01%
37,019
-465,953
3166
$1.07M ﹤0.01%
22,761
-1,656
3167
$1.07M ﹤0.01%
111,003
+110,803
3168
$1.07M ﹤0.01%
90,649
+8,227
3169
$1.07M ﹤0.01%
77,812
-16,665
3170
$1.07M ﹤0.01%
48,856
+41,466
3171
$1.07M ﹤0.01%
115,125
+40,591
3172
$1.07M ﹤0.01%
14,169
+7,683
3173
$1.06M ﹤0.01%
50,726
+13,329
3174
$1.06M ﹤0.01%
70,234
+884
3175
$1.06M ﹤0.01%
3,258
+3,146
125 126
127
128 129