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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4626
$134K ﹤0.01%
5,203
-1,400
4627
$134K ﹤0.01%
6,451
+1,451
4628
$133K ﹤0.01%
1,699
-70
4629
$133K ﹤0.01%
8,150
-2,284
4630
$133K ﹤0.01%
3,262
-14,927
4631
$133K ﹤0.01%
4,813
+1,559
4632
$132K ﹤0.01%
6,651
+1,297
4633
$132K ﹤0.01%
10,015
-4,571
4634
$132K ﹤0.01%
4,422
-3,282
4635
$132K ﹤0.01%
2,647
-54,493
4636
$132K ﹤0.01%
9,515
-10,613
4637
$132K ﹤0.01%
6,273
-14,434
4638
$132K ﹤0.01%
13,052
-2,935
4639
$132K ﹤0.01%
13,207
+3,188
4640
$131K ﹤0.01%
1,537
+551
4641
$131K ﹤0.01%
11,916
+138
4642
$131K ﹤0.01%
7,446
+4,137
4643
$131K ﹤0.01%
10,238
-3,264
4644
$131K ﹤0.01%
43,518
-7,646
4645
$131K ﹤0.01%
1,993
+133
4646
$131K ﹤0.01%
6,434
-53,646
4647
$131K ﹤0.01%
5,176
-20,825
4648
$131K ﹤0.01%
32,745
-20,346
4649
$131K ﹤0.01%
15,405
+12,593
4650
$130K ﹤0.01%
14,409
+287
184 185
186
187 188