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
376
$59.1M 0.04%
2,344,391
-908,266
377
$59M 0.04%
217
-6
378
$58.9M 0.04%
403
-2,608
379
$58.7M 0.04%
831,884
+333,778
380
$58.5M 0.04%
1,236,059
+104,057
381
$58.5M 0.04%
329,888
-252,358
382
$58.2M 0.04%
5,939,727
+5,295,999
383
$58.1M 0.04%
647,958
-105,063
384
$57.7M 0.04%
1,210,935
-515,990
385
$57.7M 0.04%
737,127
-417,034
386
$57.3M 0.04%
337,650
+79,052
387
$57.3M 0.04%
2,391,812
+1,041,891
388
$57.1M 0.03%
4,060,356
+863,121
389
$56.8M 0.03%
769,822
-441,663
390
$56.7M 0.03%
369,894
-58,548
391
$56.3M 0.03%
1,059,704
+499,943
392
$56.3M 0.03%
1,757,249
-268,115
393
$56.2M 0.03%
2,043,718
-202,493
394
$56M 0.03%
1,990,028
+686,376
395
$54.5M 0.03%
5,014,750
+3,365,464
396
$54.4M 0.03%
2,166,549
-288,269
397
$54.4M 0.03%
669,711
-343,486
398
$54.3M 0.03%
607,014
-117,407
399
$54.2M 0.03%
1,840,223
-450,219
400
$54M 0.03%
1,265,958
-83,318
14 15
16
17 18