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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$83M 0.04%
1,741,861
-783,852
427
$82.8M 0.04%
542,514
-118,785
428
$82.7M 0.04%
226,563
-66,774
429
$82.6M 0.04%
1,297,641
+58,639
430
$82.5M 0.04%
1,229,499
+278,844
431
$82.3M 0.04%
6,061,746
-458,274
432
$82.2M 0.04%
1,836,381
-391,020
433
$81.9M 0.04%
1,000,509
+241,062
434
$81.5M 0.03%
2,218,791
+150,487
435
$81.5M 0.03%
1,410,295
+44,235
436
$81.1M 0.03%
1,223,271
-154,971
437
$80.8M 0.03%
1,166,094
+407,843
438
$80.8M 0.03%
2,325,736
-1,096
439
$79.9M 0.03%
2,029,495
-981,649
440
$79.9M 0.03%
1,370,016
-84,232
441
$79.8M 0.03%
2,373,317
+279,691
442
$79.8M 0.03%
67,069
-87,565
443
$79.7M 0.03%
775,412
+278,487
444
$79.6M 0.03%
561,071
+174,959
445
$79.3M 0.03%
233,423
-144,310
446
$79.3M 0.03%
1,246,418
+306,305
447
$79M 0.03%
2,104,872
+1,381,264
448
$78.7M 0.03%
1,735,595
-24,477
449
$77.9M 0.03%
2,057,741
-5,308,027
450
$77.8M 0.03%
2,213,430
+432,820
16 17
18
19 20