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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$274M 0.06%
5,724,327
+104,335
302
$273M 0.06%
382,835
+110,985
303
$272M 0.06%
589,047
+93,060
304
$272M 0.06%
1,859,962
+280,330
305
$272M 0.06%
975,234
+213,896
306
$271M 0.06%
1,212,462
-256,946
307
$271M 0.06%
4,580,297
+350,447
308
$269M 0.06%
2,154,366
+225,619
309
$269M 0.06%
395
+253
310
$269M 0.06%
15,417,665
+14,383,402
311
$268M 0.06%
5,349,149
-317,212
312
$267M 0.06%
2,475,590
-1,021,188
313
$267M 0.06%
6,144,598
+265,043
314
$266M 0.06%
4,403,143
+2,832,266
315
$266M 0.06%
7,391,934
+3,181,752
316
$265M 0.06%
959,388
+229,210
317
$264M 0.06%
757,799
+63,452
318
$262M 0.06%
4,782,325
+1,738,215
319
$260M 0.06%
3,371,179
+451,362
320
$260M 0.06%
2,802,730
+1,614,044
321
$258M 0.06%
577,167
+436,312
322
$256M 0.06%
1,908,728
+333,518
323
$255M 0.06%
79,720
+40,281
324
$255M 0.06%
4,001,160
+915,501
325
$255M 0.06%
2,019,760
+332,269
11 12
13
14 15