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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$81.8M 0.05%
953,339
-119,005
377
$81.7M 0.05%
890,107
+851,801
378
$81.6M 0.05%
386,279
+91,516
379
$81M 0.05%
4,774,426
-169,615
380
$80.2M 0.05%
5,175,024
+1,273,575
381
$79.9M 0.05%
1,655,207
-253,829
382
$79.8M 0.05%
1,123,707
-19,326
383
$79.4M 0.05%
2,746,171
+138,183
384
$79.3M 0.05%
793,977
+411,153
385
$78.8M 0.05%
283,945
-75,962
386
$78.3M 0.04%
1,452,911
+117,647
387
$78.3M 0.04%
3,113,101
-525,651
388
$78M 0.04%
1,642,864
+2,620
389
$78M 0.04%
521,999
-124,383
390
$77.7M 0.04%
1,824,806
-53,276
391
$77.4M 0.04%
1,273,827
-694,439
392
$76.3M 0.04%
2,832,127
-304,603
393
$75.2M 0.04%
1,541,379
+206,345
394
$74.7M 0.04%
10,089,471
+8,635,667
395
$74.5M 0.04%
367,906
-99,201
396
$73.5M 0.04%
507,679
+15,980
397
$72.4M 0.04%
488,288
-171,616
398
$71.8M 0.04%
988,982
+122,982
399
$71.7M 0.04%
455,310
+24,694
400
$71.7M 0.04%
1,466,958
-472,781
14 15
16
17 18