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
4051
$314K ﹤0.01%
7,401
+1,195
4052
$314K ﹤0.01%
14,505
+1,379
4053
$314K ﹤0.01%
11,386
-86,174
4054
$313K ﹤0.01%
6,495
-345
4055
$313K ﹤0.01%
82,969
-2,704
4056
$312K ﹤0.01%
8,459
-21,717
4057
$312K ﹤0.01%
5,755
+1,287
4058
$312K ﹤0.01%
3,760
-2,108
4059
$312K ﹤0.01%
37,028
-8,965
4060
$311K ﹤0.01%
12,534
+3,185
4061
$311K ﹤0.01%
9,773
-26,362
4062
$311K ﹤0.01%
5,236
+4,134
4063
$311K ﹤0.01%
36,042
-9,917
4064
$310K ﹤0.01%
10,050
-25,642
4065
$310K ﹤0.01%
8,073
-36,552
4066
$309K ﹤0.01%
11,290
-9,156
4067
$307K ﹤0.01%
62,189
-1,904
4068
$307K ﹤0.01%
30,591
-1,459
4069
$306K ﹤0.01%
6,202
-15,464
4070
$306K ﹤0.01%
6,217
-15,939
4071
$306K ﹤0.01%
16,099
+12,014
4072
$306K ﹤0.01%
12,032
-3,492
4073
$304K ﹤0.01%
102,390
+2,390
4074
$304K ﹤0.01%
3,092
-18,076
4075
$304K ﹤0.01%
29,783
-1,203
161 162
163
164 165