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
3351
$872K ﹤0.01%
64,611
+13,827
3352
$870K ﹤0.01%
121,903
-20,462
3353
$870K ﹤0.01%
224,841
-258,039
3354
$867K ﹤0.01%
16,790
-3,060
3355
$866K ﹤0.01%
+24,038
3356
$864K ﹤0.01%
16,732
-88,399
3357
$863K ﹤0.01%
12,144
+5,503
3358
$863K ﹤0.01%
64,640
+874
3359
$862K ﹤0.01%
22,407
+293
3360
$861K ﹤0.01%
36,794
+527
3361
$860K ﹤0.01%
5,023
-24,410
3362
$860K ﹤0.01%
41,944
-4,345
3363
$859K ﹤0.01%
71,306
+36,713
3364
$859K ﹤0.01%
88,066
+3,183
3365
$858K ﹤0.01%
22,043
+3,357
3366
$858K ﹤0.01%
17,213
+249
3367
$858K ﹤0.01%
30,917
-3,828
3368
$856K ﹤0.01%
112,446
-16,888
3369
$855K ﹤0.01%
12,226
-39,099
3370
$853K ﹤0.01%
15,044
-9,568
3371
$852K ﹤0.01%
24,871
-20,898
3372
$850K ﹤0.01%
60,224
-3,632
3373
$849K ﹤0.01%
11,798
-11,839
3374
$848K ﹤0.01%
16,202
+8,700
3375
$847K ﹤0.01%
+85,939
133 134
135
136 137