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 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3251
$3.6M ﹤0.01%
90,573
+21,988
3252
$3.6M ﹤0.01%
67,650
+2,310
3253
$3.59M ﹤0.01%
95,469
-65,029
3254
$3.59M ﹤0.01%
68,908
-5,074
3255
$3.58M ﹤0.01%
114,212
-28,902
3256
$3.58M ﹤0.01%
130,952
+58,296
3257
$3.57M ﹤0.01%
141,456
+5,664
3258
$3.57M ﹤0.01%
111,885
+87,575
3259
$3.57M ﹤0.01%
342,078
+83,630
3260
$3.57M ﹤0.01%
73,335
+25,521
3261
$3.57M ﹤0.01%
615,897
+490,492
3262
$3.56M ﹤0.01%
78,429
+52,502
3263
$3.54M ﹤0.01%
141,334
+119,630
3264
$3.52M ﹤0.01%
371,209
+192,233
3265
$3.52M ﹤0.01%
314,347
+253,744
3266
$3.51M ﹤0.01%
46,232
+34,419
3267
$3.51M ﹤0.01%
164,315
+158,998
3268
$3.51M ﹤0.01%
123,871
-29,725
3269
$3.49M ﹤0.01%
200,407
+197,617
3270
$3.48M ﹤0.01%
207,498
-157,142
3271
$3.48M ﹤0.01%
28,867
+1,742
3272
$3.48M ﹤0.01%
301,513
+45,252
3273
$3.47M ﹤0.01%
39,126
+22,118
3274
$3.46M ﹤0.01%
372,741
-25,252
3275
$3.46M ﹤0.01%
179,826
-17,418
129 130
131
132 133