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
4301
$878K ﹤0.01%
75,846
+35,615
4302
$877K ﹤0.01%
154,205
-19,187
4303
$875K ﹤0.01%
90,640
+86,383
4304
$874K ﹤0.01%
260,777
+248,556
4305
$873K ﹤0.01%
219,370
+163,673
4306
$872K ﹤0.01%
95,096
+5,067
4307
$871K ﹤0.01%
31,948
+18,754
4308
$871K ﹤0.01%
57,623
-4,643
4309
$870K ﹤0.01%
33,984
+2,519
4310
$870K ﹤0.01%
139,142
-3,429
4311
$869K ﹤0.01%
32,704
+2,452
4312
$868K ﹤0.01%
118,746
+11,614
4313
$867K ﹤0.01%
7,327
+852
4314
$867K ﹤0.01%
25,212
+18,857
4315
$862K ﹤0.01%
90,456
-8,119
4316
$860K ﹤0.01%
70,683
+58,064
4317
$859K ﹤0.01%
165,238
+144,983
4318
$858K ﹤0.01%
25,751
-44,739
4319
$855K ﹤0.01%
14,988
+616
4320
$855K ﹤0.01%
12,068
+85
4321
$853K ﹤0.01%
21,293
+21,153
4322
$852K ﹤0.01%
34,360
+30,304
4323
$848K ﹤0.01%
19,811
-321
4324
$847K ﹤0.01%
94,493
+46,456
4325
$847K ﹤0.01%
8,050
+132
171 172
173
174 175