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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$111M 0.05%
207,318
+28,143
377
$110M 0.05%
1,927,786
+69,315
378
$109M 0.05%
582,906
+36,011
379
$109M 0.05%
1,903,926
-72,652
380
$109M 0.05%
583,288
-237,122
381
$108M 0.05%
1,579,713
+83,152
382
$108M 0.05%
297,504
+17,935
383
$108M 0.05%
1,480,318
-37,940
384
$107M 0.04%
1,046,358
-151,866
385
$106M 0.04%
2,897,570
+39,736
386
$106M 0.04%
3,300,270
-1,937,460
387
$106M 0.04%
419,942
+52,557
388
$105M 0.04%
1,884,304
-150,312
389
$105M 0.04%
1,081,884
-153,193
390
$105M 0.04%
1,142,600
-184,588
391
$104M 0.04%
506,425
+134,116
392
$104M 0.04%
2,143,803
-124,617
393
$104M 0.04%
1,053,599
+20,206
394
$103M 0.04%
6,738,174
+354,158
395
$103M 0.04%
284,579
+85,846
396
$102M 0.04%
3,753,609
-14,630
397
$102M 0.04%
1,522,625
+15,571
398
$102M 0.04%
2,093,886
+32,936
399
$101M 0.04%
160,021
-1,156
400
$101M 0.04%
424,865
+373
14 15
16
17 18