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 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3976
$1.4M ﹤0.01%
84,752
+65,644
3977
$1.4M ﹤0.01%
738,374
+639,990
3978
$1.39M ﹤0.01%
230,160
+67,815
3979
$1.39M ﹤0.01%
56,183
+43,811
3980
$1.39M ﹤0.01%
139,098
+128,665
3981
$1.39M ﹤0.01%
23,021
+1,662
3982
$1.39M ﹤0.01%
2,865,077
+2,715,075
3983
$1.39M ﹤0.01%
58,881
+22,438
3984
$1.38M ﹤0.01%
25,808
-602
3985
$1.38M ﹤0.01%
31,130
+15,825
3986
$1.38M ﹤0.01%
149,328
-4,891
3987
$1.38M ﹤0.01%
153,568
+139,079
3988
$1.38M ﹤0.01%
35,566
+6,906
3989
$1.38M ﹤0.01%
63,065
+72
3990
$1.38M ﹤0.01%
141,342
+67,168
3991
$1.38M ﹤0.01%
30,864
+24,151
3992
$1.38M ﹤0.01%
149,593
+6,913
3993
$1.37M ﹤0.01%
31,016
+1,573
3994
$1.37M ﹤0.01%
217,756
+164,600
3995
$1.37M ﹤0.01%
212,359
+190,313
3996
$1.37M ﹤0.01%
201,838
+180,665
3997
$1.37M ﹤0.01%
21,714
+21,466
3998
$1.37M ﹤0.01%
58,436
+43,003
3999
$1.37M ﹤0.01%
37,514
+9,922
4000
$1.37M ﹤0.01%
141,245
+107,299
158 159
160
161 162