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
4051
$161K ﹤0.01%
12,285
-7,401
4052
$161K ﹤0.01%
4,198
+3,928
4053
$161K ﹤0.01%
21,693
-22,309
4054
$160K ﹤0.01%
10,839
-38,427
4055
$160K ﹤0.01%
3,479
-2,199
4056
$160K ﹤0.01%
3,261
-8,381
4057
$159K ﹤0.01%
5,438
-2,322
4058
$159K ﹤0.01%
16,970
-53,888
4059
$159K ﹤0.01%
17,248
-1,790
4060
$158K ﹤0.01%
1,230
-897
4061
$158K ﹤0.01%
10,345
-8,107
4062
$158K ﹤0.01%
15,561
-8,004
4063
– –
0
4064
$158K ﹤0.01%
9,929
-10,627
4065
$157K ﹤0.01%
34,710
-37,746
4066
$157K ﹤0.01%
7,915
-3,579
4067
$157K ﹤0.01%
5,688
-38,031
4068
$157K ﹤0.01%
12,732
-22,252
4069
$157K ﹤0.01%
9,665
-7,673
4070
$156K ﹤0.01%
16,462
-23,534
4071
$156K ﹤0.01%
7,038
-44,684
4072
$156K ﹤0.01%
5,609
-1,174
4073
$155K ﹤0.01%
9,519
-697
4074
$155K ﹤0.01%
4,550
-4,342
4075
$155K ﹤0.01%
52,000
161 162
163
164 165