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
4326
$201K ﹤0.01%
19,218
+261
4327
$200K ﹤0.01%
9,389
+3,561
4328
$200K ﹤0.01%
6,190
-2,655
4329
$200K ﹤0.01%
19,777
-2,953
4330
$200K ﹤0.01%
27,792
+8,757
4331
$200K ﹤0.01%
15,557
-33,980
4332
$199K ﹤0.01%
20,000
4333
$199K ﹤0.01%
15,010
+7,411
4334
$199K ﹤0.01%
19,753
+1,532
4335
$198K ﹤0.01%
36,092
+7,892
4336
$198K ﹤0.01%
69,550
+17,993
4337
$198K ﹤0.01%
21,005
-20,687
4338
$198K ﹤0.01%
19,800
+18,523
4339
$198K ﹤0.01%
7,955
-41,886
4340
$198K ﹤0.01%
19,546
+890
4341
$198K ﹤0.01%
18,946
-12,645
4342
$197K ﹤0.01%
15,185
+791
4343
$197K ﹤0.01%
19,665
+1,511
4344
$196K ﹤0.01%
4,570
-17,399
4345
$196K ﹤0.01%
3,195
-10,532
4346
$196K ﹤0.01%
772
-350
4347
$196K ﹤0.01%
19,391
-2,066
4348
$196K ﹤0.01%
8,417
-21,044
4349
$195K ﹤0.01%
6,103
+368
4350
$195K ﹤0.01%
4,285
+254
172 173
174
175 176