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
4126
$279K ﹤0.01%
10,910
-2,044
4127
$278K ﹤0.01%
15,165
-17,506
4128
$277K ﹤0.01%
14,017
-3,736
4129
$277K ﹤0.01%
11,446
-963
4130
$277K ﹤0.01%
26,722
+511
4131
$277K ﹤0.01%
4,762
-1,650
4132
$276K ﹤0.01%
27,226
-17,917
4133
$275K ﹤0.01%
8,682
-19,499
4134
$272K ﹤0.01%
22,318
-35,303
4135
$272K ﹤0.01%
27,179
+1,704
4136
$271K ﹤0.01%
25,156
+23,112
4137
$271K ﹤0.01%
47,670
+4,374
4138
$270K ﹤0.01%
26,802
+1,492
4139
$269K ﹤0.01%
5,821
-7,529
4140
$269K ﹤0.01%
2,175
+757
4141
$268K ﹤0.01%
3,289
-5,683
4142
$268K ﹤0.01%
5,872
-2,723
4143
$268K ﹤0.01%
2,339
-379
4144
$268K ﹤0.01%
47,621
+46,782
4145
$267K ﹤0.01%
8,532
-5,192
4146
$267K ﹤0.01%
16,130
-20,622
4147
$266K ﹤0.01%
5,415
-1,684
4148
$266K ﹤0.01%
21,260
-9,485
4149
$266K ﹤0.01%
6,136
-4,269
4150
$265K ﹤0.01%
9,956
-33,688
164 165
166
167 168