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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4176
$271K ﹤0.01%
56,969
-14,942
4177
$271K ﹤0.01%
7,782
-5,836
4178
$271K ﹤0.01%
41,112
-8,554
4179
$270K ﹤0.01%
28,993
-28,861
4180
$269K ﹤0.01%
11,924
+9,890
4181
$269K ﹤0.01%
2,687
+894
4182
$268K ﹤0.01%
23,312
-14,494
4183
$268K ﹤0.01%
7,786
+3,951
4184
$268K ﹤0.01%
785
-45
4185
$267K ﹤0.01%
11,707
-99,927
4186
$267K ﹤0.01%
44,375
-4,390
4187
$267K ﹤0.01%
9,014
-6,020
4188
$266K ﹤0.01%
22,459
+8,592
4189
$264K ﹤0.01%
12,918
-5,712
4190
$264K ﹤0.01%
4,918
+4,003
4191
$263K ﹤0.01%
13,302
-4,370
4192
$263K ﹤0.01%
3,558
+83
4193
$263K ﹤0.01%
9,205
-1,154
4194
$262K ﹤0.01%
26,639
+1,639
4195
$262K ﹤0.01%
3,854
-16,269
4196
$261K ﹤0.01%
5,649
+1,531
4197
$261K ﹤0.01%
35,618
-2,258
4198
$260K ﹤0.01%
8,305
+6,730
4199
$260K ﹤0.01%
16,912
-3,066
4200
$260K ﹤0.01%
5,346
+2,568
166 167
168
169 170