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
3576
$2.38M ﹤0.01%
397,258
+324,107
3577
$2.38M ﹤0.01%
358,169
+145,615
3578
$2.37M ﹤0.01%
59,207
+10,768
3579
$2.37M ﹤0.01%
130,691
-311,110
3580
$2.37M ﹤0.01%
56,479
+27,328
3581
$2.37M ﹤0.01%
130,910
+125,434
3582
$2.37M ﹤0.01%
210,268
-8,014
3583
$2.36M ﹤0.01%
98,634
+58,483
3584
$2.35M ﹤0.01%
145,799
+143,061
3585
$2.35M ﹤0.01%
35,701
-1,163
3586
$2.34M ﹤0.01%
221,392
+211,640
3587
$2.34M ﹤0.01%
222,568
+37,156
3588
$2.34M ﹤0.01%
127,632
+85,405
3589
$2.33M ﹤0.01%
100,692
+88,253
3590
$2.33M ﹤0.01%
20,057
+11,452
3591
$2.33M ﹤0.01%
48,168
+37,406
3592
$2.33M ﹤0.01%
+119,992
3593
$2.32M ﹤0.01%
+767,830
3594
$2.31M ﹤0.01%
171,707
+106,680
3595
$2.31M ﹤0.01%
20,715
-2,136
3596
$2.3M ﹤0.01%
38,099
-6,221
3597
$2.3M ﹤0.01%
69,512
+7,918
3598
$2.3M ﹤0.01%
36,593
+15,155
3599
$2.29M ﹤0.01%
34,887
+22,289
3600
$2.29M ﹤0.01%
183,804
+17,554
142 143
144
145 146