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 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3526
$705K ﹤0.01%
3,600
-17,679
3527
$704K ﹤0.01%
6,205
+1,171
3528
$704K ﹤0.01%
36,479
+13,016
3529
$703K ﹤0.01%
19,372
-110,538
3530
$701K ﹤0.01%
14,665
-3,602
3531
$701K ﹤0.01%
80,899
-118,649
3532
$700K ﹤0.01%
11,651
+2,451
3533
$700K ﹤0.01%
41,219
+3,560
3534
$697K ﹤0.01%
172,859
+58,748
3535
$696K ﹤0.01%
20,595
-10,341
3536
$695K ﹤0.01%
18,302
-344
3537
$693K ﹤0.01%
50,422
+32,933
3538
$691K ﹤0.01%
12,402
-889
3539
$691K ﹤0.01%
38,296
-3,665
3540
$690K ﹤0.01%
49,652
+50
3541
$687K ﹤0.01%
42,967
-26,106
3542
$684K ﹤0.01%
104,196
-28,386
3543
$684K ﹤0.01%
8,530
-6,574
3544
$682K ﹤0.01%
9,110
-8,510
3545
$682K ﹤0.01%
68,709
-33,122
3546
$682K ﹤0.01%
108,687
+25,073
3547
$681K ﹤0.01%
52,289
+9,246
3548
$678K ﹤0.01%
16,391
+13,357
3549
$675K ﹤0.01%
11,148
-4,959
3550
$674K ﹤0.01%
93,236
+46,940
140 141
142
143 144