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
3951
$376K ﹤0.01%
37,423
-17,865
3952
$376K ﹤0.01%
15,323
+100
3953
$375K ﹤0.01%
26,773
-1,424
3954
$375K ﹤0.01%
9,083
+144
3955
$373K ﹤0.01%
9,820
-4,615
3956
$371K ﹤0.01%
1,543
-4,282
3957
$371K ﹤0.01%
14,113
-66,360
3958
$370K ﹤0.01%
+38,500
3959
$369K ﹤0.01%
19,078
-4,173
3960
$369K ﹤0.01%
11,185
-7,445
3961
$368K ﹤0.01%
30,711
-22,219
3962
$367K ﹤0.01%
6,144
-24,775
3963
$367K ﹤0.01%
76,826
-17,193
3964
$367K ﹤0.01%
13,643
-11,692
3965
$367K ﹤0.01%
15,957
-107
3966
$366K ﹤0.01%
9,411
+491
3967
$366K ﹤0.01%
37,163
+1,653
3968
$365K ﹤0.01%
51,728
-8,136
3969
$365K ﹤0.01%
19,972
-3,553
3970
$365K ﹤0.01%
70,185
-49,035
3971
$365K ﹤0.01%
60,502
-14,911
3972
$364K ﹤0.01%
10,940
-7,499
3973
$364K ﹤0.01%
108
-27
3974
$364K ﹤0.01%
36,696
+1,010
3975
$363K ﹤0.01%
11,458
+2,010
157 158
159
160 161