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
4176
$146K ﹤0.01%
2,953
+2,727
4177
$146K ﹤0.01%
3,619
+3,092
4178
$146K ﹤0.01%
22,903
+3,373
4179
$145K ﹤0.01%
7,602
+2,018
4180
$145K ﹤0.01%
4,983
-9,668
4181
$145K ﹤0.01%
65,310
+36,770
4182
$145K ﹤0.01%
3,809
+3,109
4183
$145K ﹤0.01%
6,474
+3,660
4184
$145K ﹤0.01%
16,649
-8,126
4185
$145K ﹤0.01%
9,517
-1,086
4186
$145K ﹤0.01%
10,256
+2,062
4187
$144K ﹤0.01%
+1,939
4188
$144K ﹤0.01%
6,019
+1,876
4189
$144K ﹤0.01%
5,516
+2,008
4190
$144K ﹤0.01%
3,571
+351
4191
$144K ﹤0.01%
7,454
+6,289
4192
$144K ﹤0.01%
2,045
+1,834
4193
$143K ﹤0.01%
1,669
-12,844
4194
$143K ﹤0.01%
16,083
+9,139
4195
$143K ﹤0.01%
6,136
-1,494
4196
$142K ﹤0.01%
2,961
-672
4197
$142K ﹤0.01%
9,421
-3,482
4198
$142K ﹤0.01%
1,079
+839
4199
$142K ﹤0.01%
1,982
-25,572
4200
$142K ﹤0.01%
+5,243
166 167
168
169 170