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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4276
$215K ﹤0.01%
5,000
-1,737
4277
$215K ﹤0.01%
13,356
-1,383
4278
$215K ﹤0.01%
5,620
-200
4279
$214K ﹤0.01%
16,703
-10,605
4280
$214K ﹤0.01%
4,786
-17,980
4281
$213K ﹤0.01%
5,415
-2,768
4282
$213K ﹤0.01%
21,369
+3,122
4283
$212K ﹤0.01%
6,971
-1,453
4284
$212K ﹤0.01%
20,613
-527
4285
$211K ﹤0.01%
20,416
+1,243
4286
$210K ﹤0.01%
15,617
-38,109
4287
$210K ﹤0.01%
10,029
-971
4288
$210K ﹤0.01%
3,356
-27,497
4289
$209K ﹤0.01%
2,646
-59,503
4290
$209K ﹤0.01%
14,324
-35,958
4291
$208K ﹤0.01%
1,939
-2,055
4292
$208K ﹤0.01%
4,132
+79
4293
$208K ﹤0.01%
25,265
-8,099
4294
$208K ﹤0.01%
20,023
-106
4295
$208K ﹤0.01%
20,973
+19,347
4296
$208K ﹤0.01%
14,250
-5,557
4297
$208K ﹤0.01%
19,512
-15,597
4298
$207K ﹤0.01%
20,626
-1,983
4299
$207K ﹤0.01%
20,527
-2,644
4300
$206K ﹤0.01%
4,750
-2,292
170 171
172
173 174