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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4701
$130K ﹤0.01%
9,065
-14,088
4702
$130K ﹤0.01%
2,143
+804
4703
$130K ﹤0.01%
+7,848
4704
$130K ﹤0.01%
3,130
+802
4705
$130K ﹤0.01%
13,134
-647
4706
$130K ﹤0.01%
21,671
+2,316
4707
$129K ﹤0.01%
4,183
-3,140
4708
$129K ﹤0.01%
2,603
+1,181
4709
$129K ﹤0.01%
6,143
+1,805
4710
$129K ﹤0.01%
50,351
+37,719
4711
$128K ﹤0.01%
1,927
-3,687
4712
$128K ﹤0.01%
1,629
-50,921
4713
$128K ﹤0.01%
2,277
+684
4714
$128K ﹤0.01%
18,832
-23,904
4715
$127K ﹤0.01%
4,598
-2,933
4716
$127K ﹤0.01%
24,124
-12,500
4717
$127K ﹤0.01%
2,731
+2,727
4718
$127K ﹤0.01%
7,828
-6,595
4719
$127K ﹤0.01%
2,736
-1,649
4720
$127K ﹤0.01%
5,224
-49,888
4721
$126K ﹤0.01%
2,034
+1,528
4722
$126K ﹤0.01%
25,685
-83,614
4723
$126K ﹤0.01%
11,363
-11,943
4724
$126K ﹤0.01%
15,561
+1,177
4725
$126K ﹤0.01%
3,792
-2,291
187 188
189
190 191