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 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$95M 0.04%
3,098,850
-115,796
402
$95M 0.04%
285,059
-66,880
403
$94.8M 0.04%
3,990,793
+74,282
404
$94.7M 0.04%
1,902,271
+902,182
405
$94.7M 0.04%
1,147,102
+102,138
406
$93.3M 0.04%
4,286,923
+883,823
407
$92.9M 0.04%
2,849,943
+148,869
408
$92.3M 0.04%
407,430
-58,388
409
$91.1M 0.04%
8,467,480
-2,490,257
410
$90.9M 0.04%
2,374,009
+244,074
411
$90.2M 0.04%
407,797
+16,494
412
$89.6M 0.04%
1,423,627
+212,980
413
$89.5M 0.04%
931,446
+168,161
414
$89.5M 0.04%
177,981
+25,859
415
$89.1M 0.04%
120,131
-18,670
416
$88.5M 0.04%
1,539,283
-174,699
417
$88.3M 0.04%
1,223,798
-180,369
418
$88M 0.04%
452,478
-44,648
419
$87.4M 0.04%
3,466,714
-2,511,829
420
$87.2M 0.04%
1,392,676
+624,819
421
$85.5M 0.04%
1,395,537
+317
422
$85.5M 0.04%
191,096
-79,281
423
$85.1M 0.04%
621,548
-121,546
424
$84.4M 0.04%
987,616
-3,954,850
425
$83.3M 0.04%
600,696
+95,447
15 16
17
18 19