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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3876
$1.62M ﹤0.01%
22,602
+4,052
3877
$1.61M ﹤0.01%
228,255
+124,922
3878
$1.61M ﹤0.01%
20,284
+13,303
3879
$1.61M ﹤0.01%
206,588
+187,687
3880
$1.61M ﹤0.01%
239,337
-105,400
3881
$1.6M ﹤0.01%
70,580
+11,130
3882
$1.6M ﹤0.01%
153,904
+1,849
3883
$1.6M ﹤0.01%
592,112
+542,946
3884
$1.6M ﹤0.01%
216,777
-11,409
3885
$1.59M ﹤0.01%
209,088
-21,524
3886
$1.58M ﹤0.01%
240,803
+180,835
3887
$1.58M ﹤0.01%
73,005
+42,401
3888
$1.58M ﹤0.01%
769,563
+469,123
3889
$1.57M ﹤0.01%
296,296
-3,577
3890
$1.57M ﹤0.01%
25,573
-1,670
3891
$1.57M ﹤0.01%
11,162
+2,695
3892
$1.57M ﹤0.01%
235,741
+190,523
3893
$1.57M ﹤0.01%
90,495
+43,358
3894
$1.57M ﹤0.01%
+58,796
3895
$1.56M ﹤0.01%
19,657
+15,319
3896
$1.56M ﹤0.01%
104,136
+17,748
3897
$1.56M ﹤0.01%
110,335
+85,789
3898
$1.56M ﹤0.01%
127,775
+58,860
3899
$1.55M ﹤0.01%
52,711
+27,018
3900
$1.55M ﹤0.01%
137,684
-17,677
154 155
156
157 158