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
3176
$1.06M ﹤0.01%
26,326
+20,008
3177
$1.06M ﹤0.01%
131,967
-3,824
3178
$1.06M ﹤0.01%
80,350
-295,026
3179
$1.06M ﹤0.01%
24,227
+18,619
3180
$1.06M ﹤0.01%
4,015
-1,262,029
3181
$1.06M ﹤0.01%
61,975
-1,377
3182
$1.05M ﹤0.01%
154,421
-47,269
3183
$1.05M ﹤0.01%
93,195
+57,404
3184
$1.05M ﹤0.01%
106,065
-40,023
3185
$1.05M ﹤0.01%
129,571
+43,623
3186
$1.05M ﹤0.01%
132,608
+4,700
3187
$1.05M ﹤0.01%
243,391
+222,114
3188
$1.05M ﹤0.01%
32,731
-51,020
3189
$1.05M ﹤0.01%
655,971
-20,695
3190
$1.05M ﹤0.01%
82,848
+31,631
3191
$1.05M ﹤0.01%
54,302
-361
3192
$1.04M ﹤0.01%
172,719
+40
3193
$1.04M ﹤0.01%
25,689
-4,309
3194
$1.04M ﹤0.01%
40,916
+403
3195
$1.04M ﹤0.01%
201,396
-38,886
3196
$1.04M ﹤0.01%
99,743
-12,767
3197
$1.04M ﹤0.01%
10,191
-2,253
3198
$1.03M ﹤0.01%
26,092
-40,422
3199
$1.03M ﹤0.01%
2,414
+995
3200
$1.03M ﹤0.01%
109,391
+108,176
126 127
128
129 130