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
3751
$502K ﹤0.01%
18,225
-407
3752
$500K ﹤0.01%
11,732
+622
3753
$500K ﹤0.01%
18,690
-7,975
3754
$499K ﹤0.01%
2,834
-138
3755
$498K ﹤0.01%
23,461
-3,202
3756
$498K ﹤0.01%
10,871
-22,409
3757
$497K ﹤0.01%
25,725
-68,822
3758
$496K ﹤0.01%
+49,846
3759
$495K ﹤0.01%
37,383
-62,580
3760
$494K ﹤0.01%
19,725
-3,015
3761
$493K ﹤0.01%
3,038
-3,935
3762
$493K ﹤0.01%
4,753
-6,800
3763
$493K ﹤0.01%
51,428
-691
3764
$492K ﹤0.01%
12,976
-29,924
3765
$492K ﹤0.01%
8,963
-24,501
3766
$492K ﹤0.01%
26,100
-59,050
3767
$491K ﹤0.01%
13,393
-165
3768
$491K ﹤0.01%
8,678
-20,523
3769
$490K ﹤0.01%
11,158
-22,443
3770
$490K ﹤0.01%
60,627
-88,231
3771
$490K ﹤0.01%
49,581
+339
3772
$489K ﹤0.01%
10,835
-8,065
3773
$489K ﹤0.01%
33,648
+1,202
3774
$486K ﹤0.01%
43,167
-12,733
3775
$486K ﹤0.01%
18,960
-25,025
149 150
151
152 153