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
4701
$121K ﹤0.01%
3,971
-1,391
4702
$121K ﹤0.01%
3,526
+759
4703
$121K ﹤0.01%
4,437
+501
4704
$121K ﹤0.01%
8,244
+6,078
4705
$121K ﹤0.01%
1,637
-5,131
4706
$121K ﹤0.01%
+2,938
4707
$121K ﹤0.01%
1,214
-11,037
4708
$120K ﹤0.01%
10,132
-8,680
4709
$120K ﹤0.01%
13,420
+2,548
4710
$120K ﹤0.01%
6,000
-22
4711
$120K ﹤0.01%
6,592
-12,629
4712
$120K ﹤0.01%
3,759
-1,282
4713
$120K ﹤0.01%
2,671
-41,902
4714
$120K ﹤0.01%
11,951
-738
4715
$120K ﹤0.01%
4,279
+1,483
4716
$119K ﹤0.01%
8,250
+2,250
4717
$119K ﹤0.01%
6,129
-32,036
4718
$119K ﹤0.01%
3,911
-19,601
4719
$119K ﹤0.01%
11,934
+2,434
4720
$119K ﹤0.01%
11,561
+1,561
4721
$119K ﹤0.01%
59,876
-37,923
4722
$119K ﹤0.01%
11,843
-2,762
4723
$118K ﹤0.01%
10,614
-63,712
4724
$118K ﹤0.01%
12,154
-451
4725
$118K ﹤0.01%
6,494
-6,982
187 188
189
190 191