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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$181M 0.04%
3,402,469
+860,248
452
$181M 0.04%
3,930,648
+2,064,984
453
$181M 0.04%
4,152,107
-125,575
454
$181M 0.04%
8,244,744
+4,295,916
455
$180M 0.04%
1,292,526
-13,889
456
$180M 0.04%
1,479,998
+1,115,826
457
$180M 0.04%
727,630
+131,176
458
$179M 0.04%
5,871,620
+4,113,470
459
$179M 0.04%
1,036,783
-198,046
460
$177M 0.04%
713,665
+470,945
461
$176M 0.04%
1,900,221
-19,425
462
$175M 0.04%
1,885,843
-643,593
463
$173M 0.04%
5,919,733
+351,330
464
$173M 0.04%
452,616
-66,411
465
$173M 0.04%
2,112,268
+1,837,257
466
$172M 0.04%
2,800,467
+1,212,073
467
$172M 0.04%
1,533,873
+21,849
468
$172M 0.04%
2,085,846
+303,222
469
$171M 0.04%
2,350,347
-9,577
470
$170M 0.04%
2,955,162
+466,309
471
$170M 0.04%
735,197
+172,411
472
$169M 0.04%
667,577
+157,496
473
$169M 0.04%
1,185,188
+553,848
474
$169M 0.04%
1,897,044
+296,822
475
$169M 0.04%
9,525,874
-169,480
17 18
19
20 21