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
3976
$350K ﹤0.01%
10,058
-20,849
3977
$350K ﹤0.01%
35,841
+2,077
3978
$348K ﹤0.01%
9,900
-3,545
3979
$348K ﹤0.01%
6,100
+4,797
3980
$348K ﹤0.01%
4,077
-562
3981
$347K ﹤0.01%
13,492
+4,459
3982
$347K ﹤0.01%
6,792
-2,015
3983
$347K ﹤0.01%
8,448
-47
3984
$347K ﹤0.01%
8,101
-13,178
3985
$347K ﹤0.01%
416,431
+404,144
3986
$346K ﹤0.01%
26,143
-20,771
3987
$346K ﹤0.01%
11,990
-27,061
3988
$346K ﹤0.01%
8,661
+4,172
3989
$345K ﹤0.01%
39,330
-89,222
3990
$344K ﹤0.01%
5,913
+5,026
3991
$344K ﹤0.01%
8,853
-784
3992
$343K ﹤0.01%
40,237
-27,128
3993
$343K ﹤0.01%
6,087
-1,647
3994
$343K ﹤0.01%
3,211
+1,973
3995
$343K ﹤0.01%
5,463
+4,044
3996
$342K ﹤0.01%
85,582
+22,768
3997
$341K ﹤0.01%
29,103
-5,739
3998
$341K ﹤0.01%
33,381
+404
3999
$340K ﹤0.01%
20,789
-649
4000
$340K ﹤0.01%
6,255
-2,044
158 159
160
161 162