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
3376
$3.03M ﹤0.01%
883,483
+86,086
3377
$3.03M ﹤0.01%
31,766
+346
3378
$3.01M ﹤0.01%
275,559
+9,248
3379
$3.01M ﹤0.01%
92,193
+58,692
3380
$3M ﹤0.01%
19,417
+1,349
3381
$3M ﹤0.01%
16,000
+3,627
3382
$2.99M ﹤0.01%
146,011
-11,704
3383
$2.99M ﹤0.01%
306,156
-7,103
3384
$2.98M ﹤0.01%
38,527
+4,262
3385
$2.97M ﹤0.01%
126,047
+6,672
3386
$2.97M ﹤0.01%
47,895
+1,419
3387
$2.97M ﹤0.01%
69,459
+1,639
3388
$2.96M ﹤0.01%
361,572
+283,179
3389
$2.96M ﹤0.01%
140,002
+17,210
3390
$2.96M ﹤0.01%
648,646
+532,771
3391
$2.95M ﹤0.01%
141,451
+66,385
3392
$2.95M ﹤0.01%
130,675
+74,361
3393
$2.95M ﹤0.01%
52,104
+173
3394
$2.94M ﹤0.01%
226,180
+176,733
3395
$2.94M ﹤0.01%
117,666
-3,895
3396
$2.93M ﹤0.01%
41,173
+21,893
3397
$2.93M ﹤0.01%
301,154
+165,301
3398
$2.93M ﹤0.01%
174,707
+86,729
3399
$2.93M ﹤0.01%
61,362
+4,013
3400
$2.92M ﹤0.01%
35,014
-381
134 135
136
137 138