UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3626
$291K ﹤0.01%
1,931
+742
3627
$290K ﹤0.01%
9,645
-8,445
3628
$288K ﹤0.01%
17,535
-1,845
3629
$287K ﹤0.01%
8,637
+7,334
3630
$286K ﹤0.01%
113,410
-83,742
3631
$286K ﹤0.01%
4,890
+3,840
3632
$286K ﹤0.01%
5,699
+620
3633
$285K ﹤0.01%
43,648
-59,249
3634
$284K ﹤0.01%
10,067
-7,513
3635
$284K ﹤0.01%
10,497
-7,020
3636
$284K ﹤0.01%
19,986
-17,106
3637
$283K ﹤0.01%
5,908
-500
3638
$283K ﹤0.01%
6,352
-14,023
3639
$283K ﹤0.01%
14,592
-9,097
3640
$282K ﹤0.01%
12,181
+11,210
3641
$282K ﹤0.01%
16,285
-14,625
3642
$282K ﹤0.01%
26,798
-2,747
3643
$282K ﹤0.01%
33,577
-23,389
3644
$281K ﹤0.01%
103,987
+18,814
3645
$281K ﹤0.01%
21,770
-27,911
3646
$281K ﹤0.01%
6,365
-50,960
3647
$280K ﹤0.01%
30,420
+9,956
3648
$279K ﹤0.01%
14,858
-35,352
3649
$278K ﹤0.01%
19,253
-16,481
3650
$278K ﹤0.01%
36,211
-58,581
144 145
146
147 148