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
3526
$428K ﹤0.01%
15,195
+9,095
3527
$428K ﹤0.01%
16,861
-2,458
3528
$426K ﹤0.01%
33,151
+2,627
3529
$426K ﹤0.01%
22,252
+5,660
3530
$425K ﹤0.01%
17,796
-6,529
3531
$425K ﹤0.01%
19,067
-2,218
3532
$425K ﹤0.01%
16,031
+3,794
3533
$425K ﹤0.01%
40,699
-195,314
3534
$424K ﹤0.01%
20,565
+3,304
3535
$424K ﹤0.01%
4,959
+2,967
3536
$423K ﹤0.01%
15,958
+7,622
3537
$423K ﹤0.01%
5,971
+4,950
3538
$422K ﹤0.01%
628
+297
3539
$422K ﹤0.01%
21,889
-11,773
3540
$421K ﹤0.01%
7,943
+4,793
3541
$420K ﹤0.01%
30,173
+1,230
3542
$418K ﹤0.01%
2,802
+280
3543
$418K ﹤0.01%
12,067
+10,160
3544
$417K ﹤0.01%
30,431
+838
3545
$417K ﹤0.01%
7,027
+1,905
3546
$417K ﹤0.01%
22,780
-9,042
3547
$416K ﹤0.01%
8,074
-1,806
3548
$416K ﹤0.01%
3,075
-614
3549
$416K ﹤0.01%
24,578
+6,303
3550
$415K ﹤0.01%
10,706
+3,885
140 141
142
143 144