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
3201
$1.03M ﹤0.01%
14,684
-25,687
3202
$1.03M ﹤0.01%
28,993
+13,022
3203
$1.03M ﹤0.01%
7,469
-1,008
3204
$1.03M ﹤0.01%
12,703
+1,020
3205
$1.03M ﹤0.01%
61,638
-406,930
3206
$1.02M ﹤0.01%
23,193
-17,217
3207
$1.02M ﹤0.01%
27,222
+4,341
3208
$1.02M ﹤0.01%
33,255
-126,363
3209
$1.02M ﹤0.01%
65,732
-3,265
3210
$1.02M ﹤0.01%
11,863
-8,888
3211
$1.02M ﹤0.01%
25,577
+5,439
3212
$1.02M ﹤0.01%
+102,360
3213
$1.02M ﹤0.01%
12,259
-146
3214
$1.02M ﹤0.01%
58,056
-113,691
3215
$1.02M ﹤0.01%
40,000
-104,420
3216
$1.02M ﹤0.01%
695
-3,724
3217
$1.02M ﹤0.01%
76,104
-17,913
3218
$1.02M ﹤0.01%
50,441
-344,410
3219
$1.02M ﹤0.01%
12,738
+6,981
3220
$1.01M ﹤0.01%
13,598
-22,115
3221
$1.01M ﹤0.01%
9,992
-2,683
3222
$1.01M ﹤0.01%
99,164
+2,833
3223
$1.01M ﹤0.01%
77,962
-18,645
3224
$1.01M ﹤0.01%
125,502
+115,989
3225
$1M ﹤0.01%
37,087
-30,181
127 128
129
130 131