UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3876
$205K ﹤0.01%
2,370
-16,854
3877
$205K ﹤0.01%
1,761
-439
3878
$205K ﹤0.01%
6,500
-2,887
3879
$205K ﹤0.01%
13,193
-20,861
3880
$205K ﹤0.01%
32,509
-6,936
3881
$204K ﹤0.01%
21,392
-21,584
3882
$204K ﹤0.01%
11,460
-10,400
3883
$204K ﹤0.01%
11,336
+9,406
3884
$203K ﹤0.01%
18,631
-12,804
3885
$203K ﹤0.01%
28,769
+19,022
3886
$203K ﹤0.01%
4,670
-10,189
3887
$203K ﹤0.01%
8,382
+507
3888
$203K ﹤0.01%
8,958
-8,235
3889
$203K ﹤0.01%
29,099
-23,822
3890
$202K ﹤0.01%
21,322
-16,481
3891
$202K ﹤0.01%
27,353
-3,375,899
3892
$202K ﹤0.01%
22,923
-16,652
3893
$202K ﹤0.01%
139,908
-28,465
3894
$201K ﹤0.01%
5,022
-6,928
3895
$200K ﹤0.01%
723
-2,031
3896
$200K ﹤0.01%
6,916
+3,156
3897
$199K ﹤0.01%
6,683
+1,490
3898
$199K ﹤0.01%
13,206
+556
3899
$199K ﹤0.01%
8,155
+2,057
3900
$199K ﹤0.01%
62,804
-47,060
154 155
156
157 158