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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4026
$337K ﹤0.01%
33,830
-20,335
4027
$336K ﹤0.01%
22,597
-56
4028
$335K ﹤0.01%
15,500
+5,000
4029
$334K ﹤0.01%
8,169
-4,963
4030
$334K ﹤0.01%
12,094
-12,614
4031
$334K ﹤0.01%
15,173
-9,860
4032
$333K ﹤0.01%
3,566
-4,772
4033
$332K ﹤0.01%
+19,462
4034
$332K ﹤0.01%
53,679
-99,989
4035
$332K ﹤0.01%
33,383
+9,270
4036
$332K ﹤0.01%
33,249
+206
4037
$331K ﹤0.01%
27,806
-19,640
4038
$330K ﹤0.01%
6,006
-32
4039
$329K ﹤0.01%
10,831
-19,636
4040
$328K ﹤0.01%
22,967
-8,812
4041
$327K ﹤0.01%
40,906
-13,946
4042
$327K ﹤0.01%
8,270
-7,073
4043
$327K ﹤0.01%
33,259
+1,754
4044
$326K ﹤0.01%
11,519
-3,206
4045
$326K ﹤0.01%
11,313
-60,013
4046
$325K ﹤0.01%
2,260
-2,593
4047
$324K ﹤0.01%
13,145
-5,699
4048
$324K ﹤0.01%
13,033
-2,142
4049
$324K ﹤0.01%
23,401
-9,386
4050
$323K ﹤0.01%
10,771
-9,399
160 161
162
163 164