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
3451
$372K ﹤0.01%
22,739
-27,522
3452
$372K ﹤0.01%
9,371
+9,221
3453
$371K ﹤0.01%
51,375
-958,440
3454
$371K ﹤0.01%
11,656
-38,778
3455
$370K ﹤0.01%
51,878
-46,113
3456
$369K ﹤0.01%
81,294
-2,058
3457
$369K ﹤0.01%
30,935
-22,758
3458
$368K ﹤0.01%
14,878
-8,857
3459
$368K ﹤0.01%
27,008
-10,892
3460
$368K ﹤0.01%
29,232
+534
3461
$368K ﹤0.01%
32,884
-25,884
3462
$368K ﹤0.01%
62,698
-51,613
3463
$366K ﹤0.01%
35,174
+18,447
3464
$366K ﹤0.01%
4,502
+576
3465
$366K ﹤0.01%
14,657
-3,712
3466
$365K ﹤0.01%
18,156
-8,508
3467
$365K ﹤0.01%
36,102
-10,382
3468
$364K ﹤0.01%
13,445
-59,268
3469
$364K ﹤0.01%
41,300
+38,370
3470
$364K ﹤0.01%
4,794
-4,003
3471
$364K ﹤0.01%
2,143
-298
3472
$364K ﹤0.01%
57,100
-2,500
3473
$363K ﹤0.01%
51,886
+4,061
3474
$362K ﹤0.01%
15,161
-15,618
3475
$362K ﹤0.01%
51,657
-15,016
137 138
139
140 141