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
4301
$206K ﹤0.01%
8,271
-455
4302
$206K ﹤0.01%
4,242
+883
4303
$206K ﹤0.01%
2,099
-1,279
4304
$206K ﹤0.01%
20,684
+1,859
4305
$206K ﹤0.01%
20,287
+566
4306
$205K ﹤0.01%
20,293
+100
4307
$205K ﹤0.01%
20,626
-729
4308
$204K ﹤0.01%
4,571
-18,372
4309
$204K ﹤0.01%
21,723
-31,906
4310
$204K ﹤0.01%
2,475
-43,633
4311
$204K ﹤0.01%
6,141
-8,352
4312
$204K ﹤0.01%
14,264
+7,624
4313
$204K ﹤0.01%
20,000
-5,837
4314
$204K ﹤0.01%
19,428
-1,700
4315
$204K ﹤0.01%
20,279
-1,845
4316
$204K ﹤0.01%
19,797
-2,915
4317
$204K ﹤0.01%
20,145
-3,512
4318
$204K ﹤0.01%
19,976
-16
4319
$203K ﹤0.01%
54,796
+14,430
4320
$203K ﹤0.01%
1,021
-1,197
4321
$202K ﹤0.01%
+20,000
4322
$201K ﹤0.01%
8,770
-2,948
4323
$201K ﹤0.01%
8,641
-13,529
4324
$201K ﹤0.01%
20,065
-1,456
4325
$201K ﹤0.01%
19,453
-925
171 172
173
174 175