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 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4251
$236K ﹤0.01%
2,080
-3,725
4252
$236K ﹤0.01%
18,013
-136,899
4253
$236K ﹤0.01%
4,729
-341
4254
$236K ﹤0.01%
24,287
+15,432
4255
$236K ﹤0.01%
4,779
+83
4256
$236K ﹤0.01%
19,723
+3,002
4257
$236K ﹤0.01%
7,415
-3,825
4258
$236K ﹤0.01%
80,436
-3,355
4259
$235K ﹤0.01%
6,636
-1,269
4260
$235K ﹤0.01%
4,455
-6,383
4261
$234K ﹤0.01%
10,884
-8,795
4262
$234K ﹤0.01%
8,836
+1,575
4263
$233K ﹤0.01%
16,412
+3,517
4264
$233K ﹤0.01%
16,750
-241
4265
$233K ﹤0.01%
6,285
-1,451
4266
$233K ﹤0.01%
44,125
-19,945
4267
$233K ﹤0.01%
20,076
-1,063
4268
$232K ﹤0.01%
6,140
-14,931
4269
$231K ﹤0.01%
9,610
+4,235
4270
$230K ﹤0.01%
14,538
+5,174
4271
$230K ﹤0.01%
49,535
+17,657
4272
$230K ﹤0.01%
23,215
-3,800
4273
$229K ﹤0.01%
42,140
+20,033
4274
$229K ﹤0.01%
35,065
-4,035
4275
$229K ﹤0.01%
18,290
+191
169 170
171
172 173