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
4251
$160K ﹤0.01%
1,999
+67
4252
$160K ﹤0.01%
3,519
+3,108
4253
$160K ﹤0.01%
4,424
+1,567
4254
$160K ﹤0.01%
13,144
+5,595
4255
$160K ﹤0.01%
27,614
-2,687
4256
$160K ﹤0.01%
6,081
+4,070
4257
$160K ﹤0.01%
16,340
-2,547
4258
$159K ﹤0.01%
7,692
-1,086
4259
$159K ﹤0.01%
3,795
-1,279
4260
$159K ﹤0.01%
+5,511
4261
$159K ﹤0.01%
12,624
+5,620
4262
$159K ﹤0.01%
1,264
-3,940
4263
$159K ﹤0.01%
1,990
-430
4264
$159K ﹤0.01%
16,213
4265
$159K ﹤0.01%
16,173
-2,556
4266
$158K ﹤0.01%
5,581
+5,218
4267
$158K ﹤0.01%
95,750
-7,223
4268
$158K ﹤0.01%
8,252
+1,436
4269
$158K ﹤0.01%
1,983
+385
4270
$158K ﹤0.01%
10,751
+9,981
4271
$158K ﹤0.01%
66,559
+5,299
4272
$157K ﹤0.01%
7,338
-87,021
4273
$157K ﹤0.01%
4,470
+4,400
4274
$157K ﹤0.01%
6,113
-4,773
4275
$157K ﹤0.01%
3,429
-733,738
169 170
171
172 173