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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4526
$83K ﹤0.01%
+2,676
4527
$83K ﹤0.01%
934
+760
4528
$83K ﹤0.01%
5,914
+514
4529
$83K ﹤0.01%
17,661
+1,338
4530
$83K ﹤0.01%
3,691
+1,150
4531
$83K ﹤0.01%
5,951
+2,642
4532
$83K ﹤0.01%
1,647
-1,369
4533
$82K ﹤0.01%
4,565
-2,964
4534
$82K ﹤0.01%
370
+170
4535
$82K ﹤0.01%
22,031
+18,531
4536
$82K ﹤0.01%
4,182
+3,193
4537
$82K ﹤0.01%
1,217
+659
4538
– –
0
4539
$82K ﹤0.01%
2,847
+78
4540
$82K ﹤0.01%
2,720
+2,657
4541
$82K ﹤0.01%
5,884
+4,848
4542
$82K ﹤0.01%
4,106
+3,052
4543
$82K ﹤0.01%
4,296
+3,732
4544
$81K ﹤0.01%
2,379
+1,200
4545
$81K ﹤0.01%
1,659
-3,100
4546
$81K ﹤0.01%
281
-223
4547
$81K ﹤0.01%
3,508
+1,529
4548
$81K ﹤0.01%
3,103
+2,145
4549
$81K ﹤0.01%
1,294
+449
4550
$80K ﹤0.01%
23,479
+208
180 181
182
183 184