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
4676
$126K ﹤0.01%
1,697
+446
4677
$126K ﹤0.01%
5,406
+659
4678
$126K ﹤0.01%
12,603
+1,933
4679
$126K ﹤0.01%
12,500
4680
$125K ﹤0.01%
2,550
+200
4681
$125K ﹤0.01%
3,486
-20,289
4682
$125K ﹤0.01%
449
-3,735
4683
$125K ﹤0.01%
6,145
-1,479
4684
$125K ﹤0.01%
18,321
-1,062
4685
$125K ﹤0.01%
12,080
+2,080
4686
$124K ﹤0.01%
7,450
-18,653
4687
$124K ﹤0.01%
895
+362
4688
$124K ﹤0.01%
+15,497
4689
$123K ﹤0.01%
87,393
+29,799
4690
$123K ﹤0.01%
12,192
-35,128
4691
$123K ﹤0.01%
3,406
-2,898
4692
$123K ﹤0.01%
19,793
+4,553
4693
$122K ﹤0.01%
636
+510
4694
$122K ﹤0.01%
1,000
+375
4695
$122K ﹤0.01%
2,343
+2,205
4696
$122K ﹤0.01%
16,198
-2,703
4697
$122K ﹤0.01%
12,160
+1,795
4698
$122K ﹤0.01%
+1,412
4699
$122K ﹤0.01%
11,913
-801
4700
$122K ﹤0.01%
7,143
-41,860
186 187
188
189 190