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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$206M 0.05%
1,183,579
+779,489
402
$206M 0.05%
2,548,943
+953,317
403
$205M 0.05%
1,562,333
+277,708
404
$205M 0.05%
3,061,760
+2,407,382
405
$204M 0.05%
908,461
+151,136
406
$203M 0.05%
701,507
-41,129
407
$202M 0.05%
2,394,460
+214,380
408
$202M 0.05%
4,153,572
+89,088
409
$202M 0.05%
5,022,583
+710,944
410
$201M 0.05%
778,808
-116,523
411
$201M 0.05%
846,618
+626,694
412
$201M 0.05%
549,544
+6,726
413
$201M 0.05%
1,737,434
+99,619
414
$201M 0.05%
1,635,754
+618,725
415
$200M 0.04%
387,524
+222,942
416
$200M 0.04%
588,970
+328,501
417
$199M 0.04%
10,263,500
+6,136,520
418
$199M 0.04%
2,190,633
-31,021
419
$199M 0.04%
5,460,505
+2,897,405
420
$199M 0.04%
2,686,045
+895,890
421
$199M 0.04%
1,996,960
+121,671
422
$198M 0.04%
1,501,137
+778,114
423
$198M 0.04%
9,269,188
+4,386,485
424
$198M 0.04%
1,654,338
+547,367
425
$196M 0.04%
885,442
+70,458
15 16
17
18 19