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
4476
$164K ﹤0.01%
13,622
-2,064
4477
$164K ﹤0.01%
6,212
+3,332
4478
$164K ﹤0.01%
1,295
-917
4479
$164K ﹤0.01%
23,910
-15,820
4480
$164K ﹤0.01%
1,884
-2,636
4481
$164K ﹤0.01%
5,080
+3,164
4482
$164K ﹤0.01%
14,902
+1,436
4483
$164K ﹤0.01%
4,034
-9,926
4484
$163K ﹤0.01%
4,500
-1,322
4485
$163K ﹤0.01%
4,381
-6,331
4486
$163K ﹤0.01%
16,375
+3,391
4487
$163K ﹤0.01%
7,202
+1,284
4488
$163K ﹤0.01%
7,112
-250
4489
$162K ﹤0.01%
5,130
+2,922
4490
$162K ﹤0.01%
16,262
-3,585
4491
$161K ﹤0.01%
3,551
+1,527
4492
$161K ﹤0.01%
3,765
-8,370
4493
$161K ﹤0.01%
10,750
-2,681
4494
$160K ﹤0.01%
28,214
-113,174
4495
$160K ﹤0.01%
25,251
-56,209
4496
$160K ﹤0.01%
7
+4
4497
$160K ﹤0.01%
2,188
-4,215
4498
$160K ﹤0.01%
+16,346
4499
$160K ﹤0.01%
15,988
+988
4500
$159K ﹤0.01%
12,328
-83,446
178 179
180
181 182