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 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4251
$931K ﹤0.01%
265,955
+230,545
4252
$929K ﹤0.01%
124,642
+57,916
4253
$928K ﹤0.01%
31,808
+26,020
4254
$928K ﹤0.01%
87,336
+58,006
4255
$926K ﹤0.01%
21,588
+11,412
4256
$925K ﹤0.01%
187,945
+151,984
4257
$924K ﹤0.01%
+35,686
4258
$923K ﹤0.01%
101,576
-502
4259
$923K ﹤0.01%
35,118
-57,879
4260
$923K ﹤0.01%
42,483
+19,269
4261
$919K ﹤0.01%
42,959
+12,020
4262
$919K ﹤0.01%
15,123
-816
4263
$918K ﹤0.01%
53,091
+28,100
4264
$918K ﹤0.01%
89,548
+37,396
4265
$915K ﹤0.01%
43,443
+2,141
4266
$914K ﹤0.01%
51,403
+13,974
4267
$912K ﹤0.01%
91,000
+73,452
4268
$912K ﹤0.01%
4,067
-1,593
4269
$909K ﹤0.01%
+77,643
4270
$907K ﹤0.01%
12,170
+5,146
4271
$906K ﹤0.01%
34,957
+25,391
4272
$905K ﹤0.01%
12,954
+2,061
4273
$901K ﹤0.01%
53,071
+213
4274
$899K ﹤0.01%
+89,513
4275
$897K ﹤0.01%
518,368
+422,432
169 170
171
172 173