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
3676
$268K ﹤0.01%
53,920
-62,417
3677
$268K ﹤0.01%
1,773
+1,736
3678
$268K ﹤0.01%
13,588
-918
3679
$268K ﹤0.01%
65,085
-26,592
3680
$266K ﹤0.01%
16,758
-16,225
3681
$266K ﹤0.01%
10,266
-7,193
3682
$266K ﹤0.01%
16,006
-26
3683
$266K ﹤0.01%
25,429
-21,674
3684
$265K ﹤0.01%
10,599
-9,499
3685
$265K ﹤0.01%
23,525
-9,943
3686
$265K ﹤0.01%
29,892
-2,582
3687
$264K ﹤0.01%
26,790
-23,211
3688
$264K ﹤0.01%
20,750
-42,550
3689
$263K ﹤0.01%
5,888
-52,445
3690
$263K ﹤0.01%
44,298
-12,667
3691
$263K ﹤0.01%
5,462
+814
3692
$263K ﹤0.01%
7,401
-22,638
3693
$263K ﹤0.01%
19,473
-54,405
3694
$263K ﹤0.01%
23,321
-20,948
3695
$262K ﹤0.01%
11,237
-8,529
3696
$262K ﹤0.01%
31,849
-42,175
3697
$261K ﹤0.01%
72,558
-2,000
3698
$261K ﹤0.01%
778,380
-568,950
3699
$261K ﹤0.01%
7,812
-305
3700
$260K ﹤0.01%
19,838
-4,836
146 147
148
149 150