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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3701
$541K ﹤0.01%
19,675
-4,011
3702
$541K ﹤0.01%
42,201
+2,964
3703
$541K ﹤0.01%
39,834
+31,026
3704
$539K ﹤0.01%
5,478
-9,963
3705
$538K ﹤0.01%
39,554
+505
3706
$538K ﹤0.01%
452
+30
3707
$537K ﹤0.01%
14,878
-31,932
3708
$536K ﹤0.01%
6,962
+6,737
3709
$536K ﹤0.01%
31,918
-20,005
3710
$534K ﹤0.01%
36,919
-2,384
3711
$533K ﹤0.01%
49,990
+21,251
3712
$533K ﹤0.01%
9,662
+1,487
3713
$532K ﹤0.01%
15,382
-7,674
3714
$531K ﹤0.01%
61,909
-19,860
3715
$531K ﹤0.01%
52,016
-115
3716
$530K ﹤0.01%
139,200
-282,720
3717
$530K ﹤0.01%
53,848
-800
3718
$529K ﹤0.01%
5,126
-23,799
3719
$527K ﹤0.01%
7,091
-2,780
3720
$527K ﹤0.01%
10,831
-12,275
3721
$526K ﹤0.01%
6,932
+619
3722
$526K ﹤0.01%
35,233
+18,638
3723
$526K ﹤0.01%
32,086
-1,887
3724
$525K ﹤0.01%
38,636
-13,852
3725
$522K ﹤0.01%
3,469
-31,403
147 148
149
150 151