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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4051
$1.27M ﹤0.01%
38,841
-84,100
4052
$1.27M ﹤0.01%
123,479
+121,086
4053
$1.26M ﹤0.01%
55,795
+12,640
4054
$1.26M ﹤0.01%
81,779
-33,262
4055
$1.26M ﹤0.01%
29,673
+9,773
4056
$1.26M ﹤0.01%
46,871
+40,994
4057
$1.26M ﹤0.01%
459,804
+455,239
4058
$1.25M ﹤0.01%
33,584
+68
4059
$1.25M ﹤0.01%
395,838
+161,709
4060
$1.24M ﹤0.01%
30,328
+21,626
4061
$1.24M ﹤0.01%
534,124
+4,726
4062
$1.24M ﹤0.01%
42,022
+8,231
4063
$1.24M ﹤0.01%
29,187
+640
4064
$1.23M ﹤0.01%
63,343
-2,588
4065
$1.23M ﹤0.01%
83,312
+69,103
4066
$1.23M ﹤0.01%
88,325
+61,070
4067
$1.23M ﹤0.01%
283,352
+234,788
4068
$1.22M ﹤0.01%
20,880
-6,264
4069
$1.22M ﹤0.01%
98,368
+4,602
4070
$1.22M ﹤0.01%
47,263
+27,543
4071
$1.22M ﹤0.01%
55,576
+49,667
4072
$1.22M ﹤0.01%
113,851
+19,045
4073
$1.21M ﹤0.01%
244,908
+86,785
4074
$1.21M ﹤0.01%
29,682
+3,011
4075
$1.21M ﹤0.01%
197,241
+112,602
161 162
163
164 165