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
4501
$159K ﹤0.01%
3,264
-1,818
4502
$159K ﹤0.01%
36,481
-82,889
4503
$159K ﹤0.01%
9,315
-1,851
4504
$158K ﹤0.01%
17,791
+7,115
4505
$158K ﹤0.01%
15,879
+14,844
4506
$157K ﹤0.01%
15,450
+9,748
4507
$157K ﹤0.01%
6,830
-2,517
4508
$157K ﹤0.01%
+3,207
4509
$157K ﹤0.01%
1,420
4510
$156K ﹤0.01%
12,582
-19,071
4511
$156K ﹤0.01%
2,870
+876
4512
$156K ﹤0.01%
1,423
-8,720
4513
$156K ﹤0.01%
1,546
+338
4514
$155K ﹤0.01%
8,982
+3,629
4515
$155K ﹤0.01%
7,682
+1,720
4516
$155K ﹤0.01%
458
+195
4517
$155K ﹤0.01%
22,601
+4,943
4518
$155K ﹤0.01%
+1,475
4519
$155K ﹤0.01%
3,297
+3,114
4520
$155K ﹤0.01%
8,466
-15,276
4521
$155K ﹤0.01%
5,580
-8,752
4522
$155K ﹤0.01%
2,253
+1,613
4523
$155K ﹤0.01%
3,154
-12,011
4524
$155K ﹤0.01%
15,460
+12,983
4525
$155K ﹤0.01%
26,210
-5,143
179 180
181
182 183