UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3426
$384K ﹤0.01%
54,568
-163,150
3427
$384K ﹤0.01%
58,681
-12,415
3428
$383K ﹤0.01%
2,415
-11,375
3429
$382K ﹤0.01%
17,269
+14,428
3430
$382K ﹤0.01%
3,868
+1,125
3431
$381K ﹤0.01%
16,077
-92,751
3432
$381K ﹤0.01%
13,432
-12,673
3433
$380K ﹤0.01%
37,248
+955
3434
$379K ﹤0.01%
51,069
-43,396
3435
$379K ﹤0.01%
86,655
-179,024
3436
$379K ﹤0.01%
36,268
-102,712
3437
$378K ﹤0.01%
4,733
-43,309
3438
$378K ﹤0.01%
133,945
-23,210
3439
$376K ﹤0.01%
13,419
-11,348
3440
$376K ﹤0.01%
9,069
-6,208
3441
$376K ﹤0.01%
78,366
+11,449
3442
$375K ﹤0.01%
10,647
-81,036
3443
$374K ﹤0.01%
370,148
+126,930
3444
$374K ﹤0.01%
21,954
-16,211
3445
$374K ﹤0.01%
52,197
-51,677
3446
$374K ﹤0.01%
31,495
-9,811
3447
$374K ﹤0.01%
42,446
-33,654
3448
$373K ﹤0.01%
12,567
+6,365
3449
$373K ﹤0.01%
2,170
-1,152
3450
$373K ﹤0.01%
13,833
-10,800
136 137
138
139 140