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 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$218M 0.05%
6,477,828
+4,239,556
377
$217M 0.05%
2,017,593
+1,608,786
378
$217M 0.05%
8,788,108
+917,332
379
$216M 0.05%
586,452
+363,960
380
$216M 0.05%
1,974,876
+743,723
381
$216M 0.05%
1,543,263
+726,211
382
$216M 0.05%
4,536,433
+1,807,128
383
$215M 0.05%
795,764
+679,475
384
$214M 0.05%
5,224,895
+2,561,880
385
$214M 0.05%
1,164,226
+248,621
386
$214M 0.05%
3,635,040
+104,921
387
$213M 0.05%
3,073,309
-291,419
388
$213M 0.05%
1,949,353
+1,171,003
389
$213M 0.05%
3,393,394
+2,030,981
390
$213M 0.05%
357,641
+191,721
391
$212M 0.05%
2,691,453
-969,735
392
$212M 0.05%
6,005,495
+606,140
393
$211M 0.05%
5,073,371
+2,804,243
394
$211M 0.05%
1,475,090
+92,620
395
$211M 0.05%
2,754,578
+647,771
396
$210M 0.05%
2,436,216
+1,746,739
397
$209M 0.05%
3,699,651
+122,335
398
$208M 0.05%
887,560
-71,982
399
$207M 0.05%
2,735,787
-342,599
400
$206M 0.05%
3,621,341
+1,363,366
14 15
16
17 18