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
3551
$674K ﹤0.01%
140,453
-10,928
3552
$674K ﹤0.01%
623,691
-7,827
3553
$672K ﹤0.01%
+37,816
3554
$671K ﹤0.01%
144,311
-44,765
3555
$670K ﹤0.01%
88,366
+21,346
3556
$669K ﹤0.01%
20,222
-31,324
3557
$669K ﹤0.01%
291,846
-44,301
3558
$668K ﹤0.01%
4,690
+4,457
3559
$668K ﹤0.01%
5,037
+1,824
3560
$668K ﹤0.01%
78,615
+9,820
3561
$667K ﹤0.01%
52,472
+521
3562
$666K ﹤0.01%
6,338
-23,551
3563
$666K ﹤0.01%
20,733
-582
3564
$665K ﹤0.01%
52,430
+1,005
3565
$664K ﹤0.01%
25,596
-1,691
3566
$664K ﹤0.01%
8,000
-13,724
3567
$661K ﹤0.01%
47,367
+1,363
3568
$660K ﹤0.01%
11,005
-4,457
3569
$660K ﹤0.01%
7,068
-18,457
3570
$660K ﹤0.01%
8,031
-31,607
3571
$659K ﹤0.01%
15,744
-7,220
3572
$657K ﹤0.01%
40,393
-3,301
3573
$656K ﹤0.01%
16,027
-12,631
3574
$655K ﹤0.01%
17,189
-6,222
3575
$654K ﹤0.01%
26,106
-6,440
141 142
143
144 145