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
$249B
AUM Growth
+$30.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,286
New
Increased
Reduced
Closed

Top Buys

1
+$591M
2
+$493M
3
+$481M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$460M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$338M

Top Sells

1
+$503M
2
+$370M
3
+$368M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$279M
5
FIS icon
Fidelity National Information Services
FIS
+$241M

Sector Composition

1 Technology 17.64%
2 Financials 9.54%
3 Healthcare 8.06%
4 Consumer Discretionary 6.75%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3251
$1.28M ﹤0.01%
200,924
+182,349
3252
$1.28M ﹤0.01%
106,188
-57,463
3253
$1.27M ﹤0.01%
60,228
-797,622
3254
$1.27M ﹤0.01%
117,425
-40,807
3255
$1.27M ﹤0.01%
83,487
-59,083
3256
$1.27M ﹤0.01%
29,128
+7,711
3257
$1.27M ﹤0.01%
+60,082
3258
$1.27M ﹤0.01%
113,055
+45,093
3259
$1.27M ﹤0.01%
50,966
+32,745
3260
$1.26M ﹤0.01%
48,609
+14,243
3261
$1.26M ﹤0.01%
125,681
+123,369
3262
$1.26M ﹤0.01%
35,395
+7,453
3263
$1.26M ﹤0.01%
18,859
+13,512
3264
$1.25M ﹤0.01%
65,807
+46,760
3265
$1.25M ﹤0.01%
307,420
+199,080
3266
$1.25M ﹤0.01%
327,193
+83,041
3267
$1.25M ﹤0.01%
28,905
-1,243
3268
$1.25M ﹤0.01%
35,114
+13,908
3269
$1.25M ﹤0.01%
36,734
-2,127
3270
$1.25M ﹤0.01%
26,252
+24,646
3271
$1.25M ﹤0.01%
100,300
-44,030
3272
$1.24M ﹤0.01%
43,000
+17,280
3273
$1.24M ﹤0.01%
204,713
+93,748
3274
$1.24M ﹤0.01%
12,308
+1,202
3275
$1.24M ﹤0.01%
63,115
+13,882
129 130
131
132 133