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
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$585M
2
+$389M
3
+$383M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$345M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$341M

Top Sells

1
+$482M
2
+$416M
3
+$402M
4
BABA icon
Alibaba
BABA
+$295M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$234M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3726
$313K ﹤0.01%
34,298
-2,254
3727
$313K ﹤0.01%
9,744
-1,180
3728
$313K ﹤0.01%
3,792
+1,922
3729
$313K ﹤0.01%
34,626
+77
3730
$312K ﹤0.01%
51,403
-37,781
3731
$311K ﹤0.01%
13,662
-16,037
3732
$310K ﹤0.01%
16,139
-4,395
3733
$309K ﹤0.01%
14,029
-9,067
3734
$309K ﹤0.01%
10,953
-16,202
3735
$309K ﹤0.01%
17,360
-3,176
3736
$308K ﹤0.01%
6,364
+2,139
3737
$307K ﹤0.01%
6,118
-1,353
3738
$306K ﹤0.01%
+25,000
3739
$306K ﹤0.01%
13,113
-2,238
3740
$305K ﹤0.01%
2,981
-55
3741
$304K ﹤0.01%
13,960
-27,191
3742
$304K ﹤0.01%
2,561
+72
3743
$303K ﹤0.01%
23,551
+4,723
3744
$303K ﹤0.01%
+30,000
3745
$302K ﹤0.01%
23,855
-10,720
3746
$302K ﹤0.01%
3,987
-17,036
3747
$302K ﹤0.01%
+29,268
3748
$300K ﹤0.01%
15,305
-14,226
3749
$300K ﹤0.01%
2,945
+1,553
3750
$300K ﹤0.01%
59,039
-4,048
148 149
150
151 152