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
4076
$302K ﹤0.01%
29,043
-18,117
4077
$302K ﹤0.01%
35,655
-25,744
4078
$301K ﹤0.01%
1,221
-88
4079
$300K ﹤0.01%
2,225
+1,344
4080
$300K ﹤0.01%
11,450
+10,105
4081
$300K ﹤0.01%
1,433
-16,850
4082
$300K ﹤0.01%
4,509
+2,855
4083
$300K ﹤0.01%
6,879
-191,488
4084
$299K ﹤0.01%
14,190
-35,769
4085
$298K ﹤0.01%
29,251
+425
4086
$297K ﹤0.01%
29,611
-950
4087
$296K ﹤0.01%
6,154
+239
4088
$295K ﹤0.01%
3,280
-39
4089
$294K ﹤0.01%
12,072
-25,634
4090
$294K ﹤0.01%
5,982
+1,300
4091
$293K ﹤0.01%
5,075
-3,688
4092
$293K ﹤0.01%
1,275
-2,545
4093
$292K ﹤0.01%
+7,295
4094
$291K ﹤0.01%
8,902
-7,260
4095
$290K ﹤0.01%
10,317
-17,039
4096
$289K ﹤0.01%
7,445
+5,823
4097
$289K ﹤0.01%
11,855
-15,080
4098
$289K ﹤0.01%
28,995
+20,537
4099
$289K ﹤0.01%
65,094
+61,253
4100
$289K ﹤0.01%
28,971
-4,103
162 163
164
165 166