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 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$130M 0.06%
2,621,888
-1,845,871
327
$130M 0.06%
704,310
-39,227
328
$129M 0.06%
536,266
-61,524
329
$129M 0.06%
1,571,626
+5,982
330
$129M 0.06%
623,747
-33,724
331
$129M 0.06%
1,628,601
+143,822
332
$129M 0.06%
1,830,916
-164,238
333
$128M 0.05%
1,234,949
+171,393
334
$128M 0.05%
1,194,192
+31,364
335
$127M 0.05%
7,211,649
+5,131,766
336
$127M 0.05%
2,562,618
-27,513
337
$126M 0.05%
410,577
-772
338
$124M 0.05%
5,059,287
+2,931,141
339
$124M 0.05%
990,645
+21,391
340
$124M 0.05%
1,736,175
+76,089
341
$124M 0.05%
1,085,012
+110,103
342
$124M 0.05%
1,857,238
+388,081
343
$123M 0.05%
1,364,119
-17,595
344
$122M 0.05%
2,592,314
+770,651
345
$122M 0.05%
2,425,997
+634,757
346
$122M 0.05%
4,012,578
+206,815
347
$120M 0.05%
7,392,193
+1,456,669
348
$120M 0.05%
1,149,270
+39,852
349
$120M 0.05%
999,523
+16,053
350
$120M 0.05%
474,179
-55,505
12 13
14
15 16