UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4026
$167K ﹤0.01%
8,841
-10,809
4027
$167K ﹤0.01%
9,128
-76,174
4028
$167K ﹤0.01%
16,308
-54,448
4029
$166K ﹤0.01%
21,906
-16,886
4030
$166K ﹤0.01%
6,415
-7,684
4031
$166K ﹤0.01%
1,100
-1,490
4032
$165K ﹤0.01%
10,586
-5,581
4033
$165K ﹤0.01%
15,140
-17,767
4034
$165K ﹤0.01%
16,550
-14,619
4035
$165K ﹤0.01%
13,630
-2,751
4036
$165K ﹤0.01%
8,998
-6,867
4037
$165K ﹤0.01%
11,246
-12,977
4038
$164K ﹤0.01%
45,061
-45,495
4039
$164K ﹤0.01%
5,035
-5,190
4040
$164K ﹤0.01%
17,824
-15,695
4041
$163K ﹤0.01%
43,391
-195,462
4042
$163K ﹤0.01%
4,429
-30,283
4043
$163K ﹤0.01%
15,156
-92,624
4044
$163K ﹤0.01%
13,746
-6,869
4045
$163K ﹤0.01%
32,890
-19,805
4046
$163K ﹤0.01%
14,144
-12,505
4047
$162K ﹤0.01%
24,103
-23,751
4048
$162K ﹤0.01%
23,437
-37
4049
$162K ﹤0.01%
2,341
+1,591
4050
$161K ﹤0.01%
2,681
-1,554
160 161
162
163 164