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
4376
$188K ﹤0.01%
3,124
+1,867
4377
$188K ﹤0.01%
10,182
-5,215
4378
$188K ﹤0.01%
18,693
+3,693
4379
$187K ﹤0.01%
6,917
-8,232
4380
$187K ﹤0.01%
3,750
+625
4381
$187K ﹤0.01%
18,487
+100
4382
$187K ﹤0.01%
7,553
4383
$186K ﹤0.01%
3,729
-52,089
4384
$186K ﹤0.01%
18,712
+616
4385
$186K ﹤0.01%
18,701
-2,851
4386
$185K ﹤0.01%
2,072
-16,336
4387
$185K ﹤0.01%
14,636
-838
4388
$185K ﹤0.01%
18,344
+2,312
4389
$184K ﹤0.01%
6,877
+44
4390
$184K ﹤0.01%
3,334
+2,449
4391
$184K ﹤0.01%
8,490
+6,054
4392
$184K ﹤0.01%
17,660
-184,051
4393
$183K ﹤0.01%
10,068
-2,900
4394
$183K ﹤0.01%
5,726
+14
4395
$183K ﹤0.01%
18,360
+17,877
4396
$183K ﹤0.01%
24,315
-20,449
4397
$183K ﹤0.01%
18,257
-1,266
4398
$183K ﹤0.01%
17,722
+2,733
4399
$183K ﹤0.01%
7,242
-834
4400
$182K ﹤0.01%
28,126
-61,500
174 175
176
177 178