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
401
$62M 0.04%
999,358
+246,002
402
$61.9M 0.04%
1,525,654
+114,423
403
$61.8M 0.04%
1,236,675
+3,130
404
$61.7M 0.04%
1,242,158
-58,517
405
$61.7M 0.04%
1,215,574
-534,103
406
$61.7M 0.04%
467,642
+6,701
407
$61.6M 0.04%
761,491
+63,271
408
$60.5M 0.04%
937,710
-106,695
409
$60.4M 0.04%
556,006
-15,426
410
$60.3M 0.04%
1,335,730
+7,402
411
$60.2M 0.04%
887,645
-19,183
412
$60.1M 0.04%
4,284,244
+689,464
413
$60M 0.04%
187,128
+80,633
414
$59.4M 0.04%
871,994
+23,238
415
$58.8M 0.04%
577,189
-172,564
416
$58.7M 0.04%
763,364
-320,016
417
$58.5M 0.04%
496,752
-108,815
418
$58.1M 0.04%
891,550
-11,013
419
$57.7M 0.03%
1,597,924
-539,992
420
$57.7M 0.03%
3,923,307
-152,881
421
$57.1M 0.03%
1,118,341
+18,988
422
$56.7M 0.03%
3,459,293
-553,028
423
$56.6M 0.03%
2,022,339
+23,445
424
$56.6M 0.03%
2,488,005
-658,290
425
$56.5M 0.03%
934,770
+58,410
15 16
17
18 19