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
4451
$170K ﹤0.01%
8,638
+4,086
4452
$170K ﹤0.01%
1,743
-1,276
4453
$170K ﹤0.01%
17,117
+1,109
4454
$170K ﹤0.01%
16,936
-301
4455
$170K ﹤0.01%
17,057
-922
4456
$169K ﹤0.01%
11,617
-802
4457
$169K ﹤0.01%
5,626
+3,087
4458
$169K ﹤0.01%
10,413
-3,619
4459
$169K ﹤0.01%
1,517
-22,566
4460
$168K ﹤0.01%
14,876
-34,031
4461
$168K ﹤0.01%
+3,199
4462
$168K ﹤0.01%
14,088
-1,853
4463
$168K ﹤0.01%
562
+91
4464
$168K ﹤0.01%
3,982
+1,119
4465
$168K ﹤0.01%
5,490
-3,660
4466
$168K ﹤0.01%
12,743
-106,743
4467
$167K ﹤0.01%
+9,342
4468
$167K ﹤0.01%
8,312
-12,532
4469
$167K ﹤0.01%
15,540
-7,944
4470
$167K ﹤0.01%
6,500
-1,903
4471
$167K ﹤0.01%
5,051
+1,081
4472
$167K ﹤0.01%
16,573
+735
4473
$166K ﹤0.01%
17,883
-4,694
4474
$165K ﹤0.01%
12,879
-31,468
4475
$165K ﹤0.01%
17,766
+3,846
177 178
179
180 181