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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3376
$534K ﹤0.01%
5,881
-33,373
3377
$531K ﹤0.01%
31,690
+2,560
3378
$531K ﹤0.01%
18,002
-600
3379
$531K ﹤0.01%
95,587
+25,731
3380
$529K ﹤0.01%
47,436
+13,054
3381
$529K ﹤0.01%
16,476
+13,071
3382
$528K ﹤0.01%
22,941
-2,240
3383
$528K ﹤0.01%
39,985
+3,973
3384
$527K ﹤0.01%
23,295
+16,760
3385
$527K ﹤0.01%
31,113
+12,679
3386
$526K ﹤0.01%
3,854
+172
3387
$525K ﹤0.01%
28,925
+9,321
3388
$525K ﹤0.01%
9,492
+6,417
3389
$523K ﹤0.01%
26,184
+7,162
3390
$523K ﹤0.01%
8,976
+1,609
3391
$522K ﹤0.01%
12,328
+5,513
3392
$522K ﹤0.01%
45,488
-13,668
3393
$522K ﹤0.01%
5,881
-17,002
3394
$521K ﹤0.01%
17,503
-10,022
3395
$521K ﹤0.01%
6,649
-973
3396
$519K ﹤0.01%
8,381
+1,991
3397
$519K ﹤0.01%
16,703
-863
3398
$518K ﹤0.01%
602
-567
3399
$517K ﹤0.01%
23,238
+10,671
3400
$517K ﹤0.01%
18,349
+3,304
134 135
136
137 138