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
3851
$429K ﹤0.01%
6,456
-27,139
3852
$428K ﹤0.01%
22,619
-36,867
3853
$427K ﹤0.01%
4,507
+825
3854
$427K ﹤0.01%
42,290
-2,704
3855
$426K ﹤0.01%
16,209
-2,069
3856
$426K ﹤0.01%
9,763
-27,951
3857
$425K ﹤0.01%
14,555
-13,925
3858
$425K ﹤0.01%
36,515
-1,913
3859
$423K ﹤0.01%
11,761
-8,030
3860
$423K ﹤0.01%
67,763
-13,744
3861
$422K ﹤0.01%
11,936
+6,924
3862
$422K ﹤0.01%
28,754
+3,222
3863
$421K ﹤0.01%
49,667
-7,075
3864
$419K ﹤0.01%
14,333
-1,008
3865
$419K ﹤0.01%
5,614
+1,484
3866
$419K ﹤0.01%
37,644
-13,210
3867
$419K ﹤0.01%
18,178
+2,655
3868
$419K ﹤0.01%
5,003
-347,706
3869
$419K ﹤0.01%
20,020
-29,727
3870
$418K ﹤0.01%
2,031
-3,175
3871
$417K ﹤0.01%
18,036
+5,407
3872
$417K ﹤0.01%
4,434
-14,510
3873
$417K ﹤0.01%
42,561
-128
3874
$416K ﹤0.01%
6,637
-6,695
3875
$416K ﹤0.01%
30,801
-1,651
153 154
155
156 157