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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3551
$2.46M ﹤0.01%
231,326
+205,620
3552
$2.45M ﹤0.01%
116,610
+47,973
3553
$2.45M ﹤0.01%
356,071
+285,410
3554
$2.45M ﹤0.01%
537,184
+6,083
3555
$2.45M ﹤0.01%
77,511
+52,980
3556
$2.45M ﹤0.01%
30,982
+1,953
3557
$2.44M ﹤0.01%
166,896
+31,341
3558
$2.44M ﹤0.01%
292,729
+255,543
3559
$2.44M ﹤0.01%
233,057
+106,459
3560
$2.43M ﹤0.01%
643,524
+414,448
3561
$2.43M ﹤0.01%
97,374
+71,078
3562
$2.43M ﹤0.01%
352,005
+15,685
3563
$2.41M ﹤0.01%
150,168
+7,401
3564
$2.41M ﹤0.01%
133,087
+75,819
3565
$2.41M ﹤0.01%
241,733
+218,891
3566
$2.4M ﹤0.01%
61,553
-2,014
3567
$2.4M ﹤0.01%
346,242
+132,197
3568
$2.4M ﹤0.01%
166,374
+134,194
3569
$2.4M ﹤0.01%
60,641
+7,539
3570
$2.39M ﹤0.01%
158,729
+53,168
3571
$2.39M ﹤0.01%
47,962
+6,248
3572
$2.39M ﹤0.01%
175,678
+44,841
3573
$2.38M ﹤0.01%
102,529
-16,919
3574
$2.38M ﹤0.01%
135,511
+124,750
3575
$2.38M ﹤0.01%
144,096
+63,309
141 142
143
144 145