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
4001
$339K ﹤0.01%
80,735
-13,654
4002
$339K ﹤0.01%
7,333
-3,435
4003
$338K ﹤0.01%
9,451
+2,024
4004
$338K ﹤0.01%
61,569
-60,229
4005
$338K ﹤0.01%
87,144
+12,043
4006
$337K ﹤0.01%
34,185
-57,642
4007
$337K ﹤0.01%
12,065
-10,482
4008
$336K ﹤0.01%
6,233
-4,123
4009
$335K ﹤0.01%
15,288
-51,183
4010
$335K ﹤0.01%
71,595
-82,315
4011
$334K ﹤0.01%
8,194
-11,163
4012
$334K ﹤0.01%
1,983
-19
4013
$333K ﹤0.01%
4,002
-12,259
4014
$333K ﹤0.01%
4,631
-761
4015
$331K ﹤0.01%
+15,395
4016
$331K ﹤0.01%
51,746
+1,746
4017
$330K ﹤0.01%
6,229
-12,416
4018
$330K ﹤0.01%
26,129
-1,040
4019
$330K ﹤0.01%
5,534
-800
4020
$329K ﹤0.01%
32,519
-615
4021
$329K ﹤0.01%
23,169
+6,611
4022
$326K ﹤0.01%
22,127
+577
4023
$325K ﹤0.01%
21,083
+15,028
4024
$325K ﹤0.01%
121
-15
4025
$325K ﹤0.01%
32,026
-190
159 160
161
162 163