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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$71.6M 0.04%
147,645
+2,228
402
$71.3M 0.04%
1,068,315
-82,764
403
$70.9M 0.04%
318,248
-52,970
404
$70.9M 0.04%
1,282,635
+189,853
405
$70.5M 0.04%
1,494,725
+3,311
406
$70.3M 0.04%
1,017,309
-89,077
407
$69.7M 0.04%
1,861,247
-2,008
408
$69.4M 0.04%
1,633,332
+230,160
409
$69.3M 0.04%
1,019,518
+66,600
410
$69.1M 0.04%
3,424,274
+176,307
411
$68.5M 0.04%
831,834
-99,305
412
$68.4M 0.04%
3,099,730
-374,979
413
$68.3M 0.04%
3,238,323
-540,365
414
$68.3M 0.04%
1,113,314
+111,870
415
$68.2M 0.04%
2,340,812
+609,435
416
$68.1M 0.04%
5,733,893
-228,874
417
$67.7M 0.04%
1,081,227
+170,622
418
$66.9M 0.04%
1,385,680
+43,686
419
$66.5M 0.04%
517,928
+13,269
420
$66.4M 0.04%
1,362,173
+61,889
421
$66.2M 0.04%
2,460,030
-240,980
422
$66.2M 0.04%
1,984,989
-33,034
423
$66.2M 0.04%
666,165
-939,230
424
$65.8M 0.04%
162
+1
425
$65.8M 0.04%
1,602,061
+155,356
15 16
17
18 19