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
4651
$100K ﹤0.01%
4,178
-1,245
4652
$100K ﹤0.01%
37,433
+26,291
4653
$100K ﹤0.01%
3,481
+2,969
4654
$100K ﹤0.01%
6,707
+2,684
4655
$100K ﹤0.01%
+3,573
4656
$100K ﹤0.01%
+4,871
4657
$100K ﹤0.01%
15,457
+5,719
4658
$100K ﹤0.01%
10,193
+132
4659
$99K ﹤0.01%
246
+205
4660
$99K ﹤0.01%
22,537
+18,295
4661
$99K ﹤0.01%
14,137
-186
4662
$99K ﹤0.01%
3,373
+1,816
4663
$99K ﹤0.01%
4,765
-12,778
4664
$99K ﹤0.01%
1,171
+1,024
4665
$99K ﹤0.01%
8,555
+1,403
4666
$99K ﹤0.01%
47,068
+11,381
4667
$99K ﹤0.01%
10,098
+1,704
4668
$98K ﹤0.01%
29,455
-364
4669
$98K ﹤0.01%
2,285
-48
4670
$98K ﹤0.01%
11,074
+9,948
4671
$98K ﹤0.01%
3,081
+998
4672
$98K ﹤0.01%
42,910
-70,967
4673
$98K ﹤0.01%
3,623
+3,258
4674
$98K ﹤0.01%
2,326
+936
4675
$98K ﹤0.01%
6,022
+71
185 186
187
188 189