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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4126
$159K ﹤0.01%
35,801
+15,801
4127
$158K ﹤0.01%
4,199
+2,136
4128
$158K ﹤0.01%
9,720
-14,040
4129
$158K ﹤0.01%
45,068
+10,092
4130
$158K ﹤0.01%
20,672
+2,584
4131
$157K ﹤0.01%
54,665
-1,395
4132
$157K ﹤0.01%
11,556
+8,456
4133
$157K ﹤0.01%
3,329
+2,715
4134
$157K ﹤0.01%
12,931
-466
4135
$157K ﹤0.01%
4,822
+1,615
4136
$156K ﹤0.01%
6,055
+2,768
4137
$156K ﹤0.01%
2,558
+1,834
4138
$155K ﹤0.01%
43,702
-2,967
4139
$155K ﹤0.01%
11,332
+2,320
4140
$155K ﹤0.01%
9,426
+717
4141
$155K ﹤0.01%
3,352
+1,586
4142
$154K ﹤0.01%
9,125
-1,725,310
4143
$154K ﹤0.01%
58,823
+10,137
4144
$153K ﹤0.01%
2,988
+196
4145
$153K ﹤0.01%
10,510
+1,150
4146
$152K ﹤0.01%
5,274
+2,351
4147
$152K ﹤0.01%
3,125
4148
$152K ﹤0.01%
6,397
+3,196
4149
$152K ﹤0.01%
11,395
+1,936
4150
$152K ﹤0.01%
+5,658
164 165
166
167 168