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
4651
$130K ﹤0.01%
4,296
+2,079
4652
$130K ﹤0.01%
+612
4653
$130K ﹤0.01%
2,025
-48,169
4654
$130K ﹤0.01%
5,400
-18,885
4655
$130K ﹤0.01%
11,311
+2,278
4656
$130K ﹤0.01%
5,102
+186
4657
$129K ﹤0.01%
5,314
-3,323
4658
$129K ﹤0.01%
+2,961
4659
$129K ﹤0.01%
9,257
-20,696
4660
$129K ﹤0.01%
4,176
+97
4661
$128K ﹤0.01%
+4,533
4662
$128K ﹤0.01%
4,033
+2,799
4663
$128K ﹤0.01%
2,869
-26
4664
$128K ﹤0.01%
3,218
-3,329
4665
$128K ﹤0.01%
7,239
-24,265
4666
$128K ﹤0.01%
2,064
-16,818
4667
$128K ﹤0.01%
1,873
+118
4668
$128K ﹤0.01%
12,773
+2,773
4669
$128K ﹤0.01%
12,613
+1,317
4670
$127K ﹤0.01%
4,580
+2,140
4671
$127K ﹤0.01%
12,580
+969
4672
$126K ﹤0.01%
4,849
-37,141
4673
$126K ﹤0.01%
5,002
-11,608
4674
$126K ﹤0.01%
1,389
-7,231
4675
$126K ﹤0.01%
8,115
-139,789
185 186
187
188 189