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
4526
$154K ﹤0.01%
11,564
-13,381
4527
$154K ﹤0.01%
8,190
+2,859
4528
$154K ﹤0.01%
3,692
+27
4529
$154K ﹤0.01%
3,970
-19,984
4530
$154K ﹤0.01%
12,132
-864
4531
$153K ﹤0.01%
26,141
-67,219
4532
– –
0
4533
$152K ﹤0.01%
4,605
-13,961
4534
$152K ﹤0.01%
+5,842
4535
$152K ﹤0.01%
14,183
-3,630
4536
$151K ﹤0.01%
+2,228
4537
$151K ﹤0.01%
16,697
+1,505
4538
$151K ﹤0.01%
20,376
+13,896
4539
$151K ﹤0.01%
+15,076
4540
$151K ﹤0.01%
915
-3,393
4541
$151K ﹤0.01%
15,000
4542
$150K ﹤0.01%
3,985
+3,038
4543
$150K ﹤0.01%
16,068
+13,041
4544
$150K ﹤0.01%
2,165
+1,232
4545
$150K ﹤0.01%
+2,774
4546
$150K ﹤0.01%
15,000
+12,081
4547
$150K ﹤0.01%
4,429
-40,268
4548
$149K ﹤0.01%
805
+76
4549
$149K ﹤0.01%
14,969
-2,302
4550
$149K ﹤0.01%
12,156
+11,981
180 181
182
183 184