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
3676
$2.08M ﹤0.01%
75,579
+74,597
3677
$2.08M ﹤0.01%
151,736
-24,566
3678
$2.07M ﹤0.01%
53,129
+31,770
3679
$2.06M ﹤0.01%
150,178
+2,790
3680
$2.06M ﹤0.01%
80,210
-50,030
3681
$2.06M ﹤0.01%
22,124
-1,245
3682
$2.06M ﹤0.01%
89,378
-43,721
3683
$2.05M ﹤0.01%
174,298
+29,687
3684
$2.05M ﹤0.01%
40,976
+15,483
3685
$2.05M ﹤0.01%
14,803
+233
3686
$2.05M ﹤0.01%
47,576
+7,432
3687
$2.04M ﹤0.01%
708,028
+488,568
3688
$2.03M ﹤0.01%
514,584
+418,656
3689
$2.03M ﹤0.01%
45,064
-26,371
3690
$2.03M ﹤0.01%
54,016
+313
3691
$2.03M ﹤0.01%
62,525
+51,677
3692
$2.02M ﹤0.01%
1,386,419
+1,382,636
3693
$2.02M ﹤0.01%
26,044
-1,394
3694
$2.02M ﹤0.01%
37,048
+6,837
3695
$2.02M ﹤0.01%
261,922
+143,379
3696
$2.02M ﹤0.01%
106,925
+103,054
3697
$2.02M ﹤0.01%
1,309,002
+1,066,666
3698
$2.01M ﹤0.01%
46,465
+11,329
3699
$2.01M ﹤0.01%
20,929
+2,753
3700
$2.01M ﹤0.01%
201,160
+142,946
146 147
148
149 150