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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3426
$801K ﹤0.01%
10,123
-362
3427
$799K ﹤0.01%
64,409
+4,801
3428
$799K ﹤0.01%
20,046
+19,744
3429
$798K ﹤0.01%
+73,942
3430
$798K ﹤0.01%
14,210
-1,613
3431
$795K ﹤0.01%
86,099
+82,832
3432
$794K ﹤0.01%
49,880
-10,968
3433
$792K ﹤0.01%
63,802
-9,401
3434
$791K ﹤0.01%
49,039
+3,265
3435
$791K ﹤0.01%
21,913
-6,576
3436
$791K ﹤0.01%
166,109
+17,336
3437
$791K ﹤0.01%
23,986
+1,702
3438
$788K ﹤0.01%
38,068
+8,833
3439
$788K ﹤0.01%
22,439
-15,090
3440
$787K ﹤0.01%
21,769
+1,122
3441
$786K ﹤0.01%
45,401
-1,507
3442
$785K ﹤0.01%
17,675
-3,513
3443
$784K ﹤0.01%
103,282
-30,045
3444
$784K ﹤0.01%
190,220
-157,938
3445
$782K ﹤0.01%
12,352
+1,244
3446
$782K ﹤0.01%
64,048
+12,584
3447
$781K ﹤0.01%
63,595
-3,279
3448
$780K ﹤0.01%
96,278
+15,368
3449
$778K ﹤0.01%
30,078
+18,049
3450
$778K ﹤0.01%
28,619
-11,818
136 137
138
139 140