UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$53.9M 0.03%
1,203,392
-106,966
402
$53.8M 0.03%
905,437
-21,130
403
$53.6M 0.03%
388,925
+22,646
404
$53.4M 0.03%
1,058,352
-19,331
405
$52.9M 0.03%
553,156
-450,994
406
$52.6M 0.03%
1,699,980
+154,325
407
$52.4M 0.03%
1,488,314
-177,901
408
$52.1M 0.03%
9,876,631
-3,055,841
409
$52.1M 0.03%
569,273
-132,887
410
$52M 0.03%
997,022
+91,692
411
$52M 0.03%
534,967
-43,217
412
$51.7M 0.03%
826,450
-620,615
413
$51.1M 0.03%
1,282,100
-139,787
414
$50.7M 0.03%
386,804
-5,518
415
$50.5M 0.03%
1,900,739
+1,815,050
416
$50.3M 0.03%
2,074,181
-383,529
417
$50.1M 0.03%
1,954,034
-645,686
418
$49.6M 0.03%
636,267
+65,459
419
$49.4M 0.03%
1,314,030
+285,845
420
$49.2M 0.03%
1,137,346
+376,966
421
$49.1M 0.03%
453,734
-64,681
422
$49.1M 0.03%
534,795
-305,484
423
$49M 0.03%
413,012
-6,486
424
$49M 0.03%
1,500,574
-561,849
425
$48.9M 0.03%
112,036
-84,315
15 16
17
18 19