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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3276
$968K ﹤0.01%
37,258
-13,335
3277
$967K ﹤0.01%
44,834
-121
3278
$967K ﹤0.01%
13,811
+13,476
3279
$966K ﹤0.01%
176,038
-33,199
3280
$965K ﹤0.01%
15,256
+2,859
3281
$965K ﹤0.01%
13,342
-536
3282
$964K ﹤0.01%
8,496
-1,939
3283
$963K ﹤0.01%
21,954
-48,323
3284
$963K ﹤0.01%
58,382
+5,501
3285
$963K ﹤0.01%
23,585
+2,010
3286
$960K ﹤0.01%
9,549
+9,527
3287
$960K ﹤0.01%
1,442
-2,195
3288
$959K ﹤0.01%
41,612
+2,074
3289
$957K ﹤0.01%
69,796
-37,666
3290
$957K ﹤0.01%
26,684
+1,634
3291
$956K ﹤0.01%
38,501
+1,192
3292
$952K ﹤0.01%
135,047
+28,390
3293
$949K ﹤0.01%
6,698
-2,253
3294
$949K ﹤0.01%
34,194
+18,749
3295
$948K ﹤0.01%
3,764
-5,209
3296
$948K ﹤0.01%
44,233
+10,235
3297
$948K ﹤0.01%
5,219
-56
3298
$947K ﹤0.01%
7,924
-1,850
3299
$945K ﹤0.01%
18,969
-3,382
3300
$939K ﹤0.01%
5,489
+2,011
130 131
132
133 134