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
3451
$2.75M ﹤0.01%
35,678
+27,214
3452
$2.75M ﹤0.01%
315,475
+185,659
3453
$2.75M ﹤0.01%
288,429
+248,886
3454
$2.74M ﹤0.01%
64,178
+3,869
3455
$2.74M ﹤0.01%
145,561
+70,129
3456
$2.73M ﹤0.01%
58,549
+13,153
3457
$2.73M ﹤0.01%
182,705
+40,760
3458
$2.73M ﹤0.01%
757,852
+423,771
3459
$2.72M ﹤0.01%
129,654
+126,495
3460
$2.72M ﹤0.01%
1,486,015
+843,166
3461
$2.72M ﹤0.01%
39,504
+18,088
3462
$2.71M ﹤0.01%
170,183
+91,045
3463
$2.71M ﹤0.01%
51,637
+9,224
3464
$2.71M ﹤0.01%
59,286
+1,366
3465
$2.7M ﹤0.01%
55,858
-6,448
3466
$2.69M ﹤0.01%
152,942
+9,023
3467
$2.69M ﹤0.01%
25,486
+8,684
3468
$2.69M ﹤0.01%
68,184
+23,912
3469
$2.68M ﹤0.01%
530,601
+494,340
3470
$2.68M ﹤0.01%
67,383
+46,672
3471
$2.68M ﹤0.01%
45,210
+4,905
3472
$2.66M ﹤0.01%
98,544
+19,454
3473
$2.66M ﹤0.01%
58,646
-608
3474
$2.66M ﹤0.01%
15,530
+1,445
3475
$2.66M ﹤0.01%
78,125
-11,172
137 138
139
140 141