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 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4526
$164K ﹤0.01%
16,723
+246
4527
$164K ﹤0.01%
16,615
+14,533
4528
$163K ﹤0.01%
20,594
-15,713
4529
$163K ﹤0.01%
2,762
-14,009
4530
$163K ﹤0.01%
29,997
+9,921
4531
$163K ﹤0.01%
409
-4,780
4532
$162K ﹤0.01%
2,305
+271
4533
$162K ﹤0.01%
9,428
-9,334
4534
$162K ﹤0.01%
16,486
+750
4535
$162K ﹤0.01%
6,146
+262
4536
$161K ﹤0.01%
8,151
-133
4537
$161K ﹤0.01%
+40,052
4538
$161K ﹤0.01%
14,972
-1,496
4539
$161K ﹤0.01%
10,468
+4,300
4540
$161K ﹤0.01%
16,450
+16,000
4541
$161K ﹤0.01%
16,523
+13,820
4542
$161K ﹤0.01%
16,310
-38
4543
$160K ﹤0.01%
3,369
+1,222
4544
$160K ﹤0.01%
12,272
-6,268
4545
$160K ﹤0.01%
1,285
+913
4546
$160K ﹤0.01%
39,940
-4,041
4547
$160K ﹤0.01%
+4,100
4548
$160K ﹤0.01%
16,198
+527
4549
$159K ﹤0.01%
12,083
-2,727
4550
$159K ﹤0.01%
14,171
+5,340
180 181
182
183 184