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
3476
$362K ﹤0.01%
16,541
-3,082
3477
$362K ﹤0.01%
20,127
-38,860
3478
$361K ﹤0.01%
55,390
+2,026
3479
$361K ﹤0.01%
10,824
-7,733
3480
$360K ﹤0.01%
24,967
-11,767
3481
$360K ﹤0.01%
15,677
-79,284
3482
$359K ﹤0.01%
19,621
-20,224
3483
$358K ﹤0.01%
10,563
-95,031
3484
$357K ﹤0.01%
2,707
+1,120
3485
$357K ﹤0.01%
13,967
-12,269
3486
$356K ﹤0.01%
69,105
-70,235
3487
$355K ﹤0.01%
20,813
-34,067
3488
$355K ﹤0.01%
21,685
-581
3489
$355K ﹤0.01%
15,370
-4,005
3490
$355K ﹤0.01%
6,748
-1,562
3491
$355K ﹤0.01%
223
+200
3492
$355K ﹤0.01%
21,784
-15,704
3493
$354K ﹤0.01%
117,244
+116,087
3494
$353K ﹤0.01%
26,274
+11,110
3495
$353K ﹤0.01%
7,392
+753
3496
$353K ﹤0.01%
75,413
-104,420
3497
$352K ﹤0.01%
20,503
-172,479
3498
$352K ﹤0.01%
13,427
-9,649
3499
$351K ﹤0.01%
23,450
-5,588
3500
$351K ﹤0.01%
49,941
-4,784
138 139
140
141 142