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
4576
$111K ﹤0.01%
4,094
+1,510
4577
$110K ﹤0.01%
3,444
-889
4578
$110K ﹤0.01%
1,653
-1,379
4579
$110K ﹤0.01%
+3,530
4580
$110K ﹤0.01%
11,251
+999
4581
$109K ﹤0.01%
4,389
+4,159
4582
$109K ﹤0.01%
1,477
+1,408
4583
$109K ﹤0.01%
37,940
-43,354
4584
$109K ﹤0.01%
3,413
-180
4585
$109K ﹤0.01%
9,143
+5,195
4586
$109K ﹤0.01%
4,909
+4,488
4587
$109K ﹤0.01%
3,835
+3,698
4588
$109K ﹤0.01%
+6,405
4589
$109K ﹤0.01%
297
+82
4590
$109K ﹤0.01%
10,980
-664
4591
$109K ﹤0.01%
11,010
4592
$108K ﹤0.01%
7,982
+3,110
4593
$108K ﹤0.01%
+4,645
4594
$108K ﹤0.01%
10,963
-4,763
4595
$108K ﹤0.01%
10,835
-2,459
4596
$107K ﹤0.01%
11,856
+8,254
4597
$107K ﹤0.01%
434
-613
4598
$107K ﹤0.01%
100,195
+40,092
4599
$107K ﹤0.01%
3,229
+2,920
4600
$107K ﹤0.01%
4,785
+2,753
182 183
184
185 186