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
4426
$177K ﹤0.01%
323
-2,224
4427
$177K ﹤0.01%
2,096
-22,159
4428
$177K ﹤0.01%
17,691
+2,691
4429
$177K ﹤0.01%
17,714
+147
4430
$176K ﹤0.01%
1,637
+707
4431
$176K ﹤0.01%
4,475
-2,034
4432
$176K ﹤0.01%
5,759
+1,400
4433
$176K ﹤0.01%
17,776
+13,308
4434
$176K ﹤0.01%
18,071
+16,890
4435
$176K ﹤0.01%
13,957
+1,477
4436
$174K ﹤0.01%
13,617
+7,276
4437
$174K ﹤0.01%
20,337
-1,623
4438
$174K ﹤0.01%
8,565
+7,055
4439
$174K ﹤0.01%
17,448
-2,286
4440
$173K ﹤0.01%
19,767
-10,043
4441
$173K ﹤0.01%
5,600
+3,600
4442
$173K ﹤0.01%
17,545
-3,540
4443
$173K ﹤0.01%
17,076
-30,151
4444
$172K ﹤0.01%
5,787
-12,171
4445
$172K ﹤0.01%
6,701
+3,201
4446
$172K ﹤0.01%
3,673
-129
4447
$171K ﹤0.01%
17,338
+3,289
4448
$170K ﹤0.01%
14,845
+2,630
4449
$170K ﹤0.01%
21,636
-16,133
4450
$170K ﹤0.01%
9,334
+1,366
176 177
178
179 180