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
3401
$517K ﹤0.01%
30,130
-41,338
3402
$516K ﹤0.01%
10,422
+762
3403
$516K ﹤0.01%
17,537
-11,971
3404
$515K ﹤0.01%
10,579
-4,295
3405
$515K ﹤0.01%
25,959
+17,174
3406
$514K ﹤0.01%
63,114
-2,933
3407
$513K ﹤0.01%
23,178
-24,671
3408
$513K ﹤0.01%
22,009
+5,156
3409
$511K ﹤0.01%
9,934
-22,080
3410
$510K ﹤0.01%
34,774
+2,616
3411
$510K ﹤0.01%
38,003
+7,363
3412
$509K ﹤0.01%
12,683
+9,278
3413
$508K ﹤0.01%
20,576
-7,013
3414
$507K ﹤0.01%
53,479
-48,096
3415
$507K ﹤0.01%
6,709
-62,879
3416
$507K ﹤0.01%
11,774
+2,104
3417
$505K ﹤0.01%
17,868
-2,394
3418
$505K ﹤0.01%
13,879
+7,271
3419
$504K ﹤0.01%
48,099
+1,322
3420
$503K ﹤0.01%
20,141
-4,281
3421
$502K ﹤0.01%
6,478
-152
3422
$499K ﹤0.01%
45,968
+43,617
3423
$497K ﹤0.01%
7,327
-3,293
3424
$497K ﹤0.01%
22,454
-161,310
3425
$496K ﹤0.01%
8,150
+5,904
135 136
137
138 139