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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3476
$456K ﹤0.01%
9,279
-19,298
3477
$456K ﹤0.01%
12,463
+3,945
3478
$456K ﹤0.01%
38,452
-3,256
3479
$454K ﹤0.01%
53,412
+23,885
3480
$454K ﹤0.01%
27,042
-1,712
3481
$454K ﹤0.01%
10,003
+4,378
3482
$453K ﹤0.01%
10,275
-1,308
3483
$453K ﹤0.01%
24,551
-34,542
3484
$452K ﹤0.01%
22,441
+4,665
3485
$451K ﹤0.01%
28,878
-2,958
3486
$451K ﹤0.01%
14,282
+3,081
3487
$450K ﹤0.01%
15,713
+14,779
3488
$450K ﹤0.01%
33,237
+3,595
3489
$449K ﹤0.01%
22,351
+1,683
3490
$449K ﹤0.01%
13,428
+5,203
3491
$447K ﹤0.01%
58,501
+14,048
3492
$446K ﹤0.01%
17,993
+10,449
3493
$445K ﹤0.01%
19,836
+17,736
3494
$445K ﹤0.01%
17,567
+4,240
3495
$444K ﹤0.01%
39,078
-30,077
3496
$443K ﹤0.01%
10,504
+736
3497
$442K ﹤0.01%
84,435
-250
3498
$442K ﹤0.01%
66,866
-10,858
3499
$441K ﹤0.01%
34,325
+728
3500
$441K ﹤0.01%
32,485
+1,491
138 139
140
141 142