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
4201
$245K ﹤0.01%
3,151
+27
4202
$245K ﹤0.01%
5,320
-3,624
4203
$245K ﹤0.01%
5,052
-5,925
4204
$245K ﹤0.01%
3,546
+111
4205
$244K ﹤0.01%
+9,290
4206
$244K ﹤0.01%
6,297
-41,303
4207
$243K ﹤0.01%
10,085
-5,768
4208
$243K ﹤0.01%
16,181
+107
4209
$243K ﹤0.01%
3,455
-5,585
4210
$242K ﹤0.01%
14,932
+3,790
4211
$242K ﹤0.01%
6,409
+3,656
4212
$242K ﹤0.01%
3,360
-1,300
4213
$242K ﹤0.01%
4,817
-1,666
4214
$242K ﹤0.01%
16,154
+534
4215
$242K ﹤0.01%
3,550
+752
4216
$241K ﹤0.01%
21,122
-823
4217
$241K ﹤0.01%
9,487
+7,678
4218
$241K ﹤0.01%
24,092
+392
4219
$240K ﹤0.01%
22,971
+331
4220
$239K ﹤0.01%
65,471
+2,509
4221
$239K ﹤0.01%
14,100
+770
4222
$238K ﹤0.01%
2,608
-21,787
4223
$237K ﹤0.01%
+11,255
4224
$236K ﹤0.01%
7,202
-3,476
4225
$236K ﹤0.01%
23,093
+1,851
167 168
169
170 171