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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.76B
2
+$447M
3
+$336M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$294M
5
GSK icon
GSK
GSK
+$255M

Top Sells

1
+$937M
2
+$511M
3
+$402M
4
BIDU icon
Baidu
BIDU
+$338M
5
AAPL icon
Apple
AAPL
+$331M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3701
$672K ﹤0.01%
142,485
+111,531
3702
$670K ﹤0.01%
49,979
+6,890
3703
$667K ﹤0.01%
41,988
+14,133
3704
$666K ﹤0.01%
134,324
-59,667
3705
$666K ﹤0.01%
22,169
+9,353
3706
$665K ﹤0.01%
36,752
-6,244
3707
$664K ﹤0.01%
10,554
-1,753
3708
$662K ﹤0.01%
36,150
+14,153
3709
$661K ﹤0.01%
157,358
-34,753
3710
$661K ﹤0.01%
19,462
-124
3711
$660K ﹤0.01%
21,248
-3,921
3712
$660K ﹤0.01%
35,643
+34,276
3713
$660K ﹤0.01%
83,747
+2,005
3714
$660K ﹤0.01%
+37,123
3715
$659K ﹤0.01%
12,156
-1,898
3716
$659K ﹤0.01%
76,688
+13,797
3717
$659K ﹤0.01%
30,719
+2,478
3718
$659K ﹤0.01%
48,315
-4,151
3719
$658K ﹤0.01%
26,111
-10,812
3720
$658K ﹤0.01%
8,859
+70
3721
$658K ﹤0.01%
43,798
-6,041
3722
$657K ﹤0.01%
9,024
+636
3723
$656K ﹤0.01%
9,910
+1,559
3724
$655K ﹤0.01%
61,323
+1,481
3725
$655K ﹤0.01%
40,200
+999
147 148
149
150 151