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
3901
$1.54M ﹤0.01%
222,748
+92,174
3902
$1.54M ﹤0.01%
24,342
-8,750
3903
$1.54M ﹤0.01%
15,568
+9,339
3904
$1.54M ﹤0.01%
45,302
+39,050
3905
$1.54M ﹤0.01%
73,363
-8,151
3906
$1.54M ﹤0.01%
32,383
+16,102
3907
$1.54M ﹤0.01%
+123,077
3908
$1.53M ﹤0.01%
36,688
+5,554
3909
$1.53M ﹤0.01%
38,063
+17,265
3910
$1.52M ﹤0.01%
86,996
+74,080
3911
$1.52M ﹤0.01%
66,593
+56,752
3912
$1.52M ﹤0.01%
116,303
+66,520
3913
$1.52M ﹤0.01%
1,391,857
+992,425
3914
$1.51M ﹤0.01%
31,391
+9,861
3915
$1.51M ﹤0.01%
1,201,641
+833,997
3916
$1.51M ﹤0.01%
27,918
+21,578
3917
$1.51M ﹤0.01%
35,959
+26,842
3918
$1.51M ﹤0.01%
122,115
+53,313
3919
$1.51M ﹤0.01%
51,200
+16,472
3920
$1.5M ﹤0.01%
61,126
+35,288
3921
$1.5M ﹤0.01%
333,160
+191,895
3922
$1.5M ﹤0.01%
61,155
+23,604
3923
$1.5M ﹤0.01%
420,563
+329,874
3924
$1.5M ﹤0.01%
41,950
+430
3925
$1.49M ﹤0.01%
33,587
-41,385
155 156
157
158 159