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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4601
$562K ﹤0.01%
149,025
+16,279
4602
$560K ﹤0.01%
60,178
+274
4603
$559K ﹤0.01%
22,874
-1,166
4604
$558K ﹤0.01%
17,912
+11,239
4605
$558K ﹤0.01%
33,928
+18,744
4606
$557K ﹤0.01%
183,678
+154,150
4607
$556K ﹤0.01%
38,864
-1,162
4608
$556K ﹤0.01%
61,335
+42,992
4609
$555K ﹤0.01%
23,471
-126
4610
$554K ﹤0.01%
87,412
+26,758
4611
$553K ﹤0.01%
43,214
+37,778
4612
$552K ﹤0.01%
169,959
+83,947
4613
$552K ﹤0.01%
25,630
+1,244
4614
$552K ﹤0.01%
18,015
+10,824
4615
$546K ﹤0.01%
67,046
+24,873
4616
$546K ﹤0.01%
28,613
+20,686
4617
$543K ﹤0.01%
97,564
+17,275
4618
$542K ﹤0.01%
286,644
+279,488
4619
$541K ﹤0.01%
11,865
+11,520
4620
$541K ﹤0.01%
55,859
+1,778
4621
$540K ﹤0.01%
45,642
+14,825
4622
$540K ﹤0.01%
171,318
+138,772
4623
$539K ﹤0.01%
71,250
+28,017
4624
$539K ﹤0.01%
22,978
+14,270
4625
$537K ﹤0.01%
17,147
+16,150
183 184
185
186 187