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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4626
$73K ﹤0.01%
5,634
+576
4627
$73K ﹤0.01%
1,694
+48
4628
$72K ﹤0.01%
2,186
+1,836
4629
$72K ﹤0.01%
3,048
+608
4630
$72K ﹤0.01%
4,012
+1,864
4631
$72K ﹤0.01%
1,616
+1,584
4632
$72K ﹤0.01%
3,629
+1,729
4633
$72K ﹤0.01%
2,663
+355
4634
$72K ﹤0.01%
5,839
-1,416
4635
$71K ﹤0.01%
2,644
+255
4636
$71K ﹤0.01%
20,077
+7,667
4637
$71K ﹤0.01%
10,754
-4,221
4638
$71K ﹤0.01%
+11,245
4639
$71K ﹤0.01%
7,524
+1,366
4640
$71K ﹤0.01%
4,059
+1,562
4641
$71K ﹤0.01%
13,851
-2,208
4642
$71K ﹤0.01%
1,215
-100
4643
$71K ﹤0.01%
11,460
+143
4644
$71K ﹤0.01%
2,826
-150
4645
$70K ﹤0.01%
2,305
+1,346
4646
$70K ﹤0.01%
5,250
-5
4647
$70K ﹤0.01%
2,310
+2,056
4648
$70K ﹤0.01%
2,405
+560
4649
$70K ﹤0.01%
1,906
+1,847
4650
$70K ﹤0.01%
6,074
+2,398
184 185
186
187 188