UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3226
$487K ﹤0.01%
32,521
-1,561
3227
$487K ﹤0.01%
53,908
+35,464
3228
$487K ﹤0.01%
121,741
-22,338
3229
$486K ﹤0.01%
+2,017
3230
$486K ﹤0.01%
1,248,859
-126,803
3231
$485K ﹤0.01%
3,342
-751
3232
$483K ﹤0.01%
29,496
-38,286
3233
$483K ﹤0.01%
41,774
-6,142
3234
$482K ﹤0.01%
1,904,845
-143,002
3235
$481K ﹤0.01%
11,503
+8,049
3236
$481K ﹤0.01%
46,130
-45,010
3237
$481K ﹤0.01%
+49,605
3238
$480K ﹤0.01%
30,709
-15,632
3239
$479K ﹤0.01%
42,776
-35,992
3240
$478K ﹤0.01%
12,706
+100
3241
$478K ﹤0.01%
8,247
-39,294
3242
$477K ﹤0.01%
58,768
-172,559
3243
$477K ﹤0.01%
24,692
+15,698
3244
$477K ﹤0.01%
231,489
-61,606
3245
$477K ﹤0.01%
80,351
-294,881
3246
$477K ﹤0.01%
132,468
+1,575
3247
$476K ﹤0.01%
5,557
-1,656
3248
$476K ﹤0.01%
11,227
-30,346
3249
$476K ﹤0.01%
18,175
-1,011
3250
$476K ﹤0.01%
26,909
-1,889
128 129
130
131 132