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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4551
$114K ﹤0.01%
5,235
-3,379
4552
$114K ﹤0.01%
+2,937
4553
$114K ﹤0.01%
6,553
-21,544
4554
$114K ﹤0.01%
3,266
+53
4555
$114K ﹤0.01%
11,576
-90
4556
$113K ﹤0.01%
+256
4557
$113K ﹤0.01%
5,369
-1,596
4558
$113K ﹤0.01%
5,551
+4,389
4559
$113K ﹤0.01%
6,819
+4,853
4560
$113K ﹤0.01%
2,178
-10,001
4561
$113K ﹤0.01%
5,298
+4,903
4562
$113K ﹤0.01%
7,520
-24,465
4563
$113K ﹤0.01%
11,551
+281
4564
$112K ﹤0.01%
3,987
+3,810
4565
$112K ﹤0.01%
10,218
-1,538
4566
$112K ﹤0.01%
3,592
+2,615
4567
$112K ﹤0.01%
32,065
+13,896
4568
$112K ﹤0.01%
4,223
-10,889
4569
$112K ﹤0.01%
41,067
-1,238
4570
$112K ﹤0.01%
3,946
+3,879
4571
$112K ﹤0.01%
11,314
4572
$112K ﹤0.01%
1,903
+1,359
4573
$111K ﹤0.01%
2,985
-11,752
4574
$111K ﹤0.01%
4,246
+2,657
4575
$111K ﹤0.01%
14,017
+1,524
181 182
183
184 185