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
4726
$118K ﹤0.01%
1,332
+1,227
4727
$118K ﹤0.01%
35
-496
4728
$118K ﹤0.01%
11,811
+891
4729
$117K ﹤0.01%
1,572
-1,091
4730
$117K ﹤0.01%
11,716
-673
4731
$116K ﹤0.01%
+134
4732
$116K ﹤0.01%
14,665
-9,381
4733
$116K ﹤0.01%
7,700
+1,400
4734
$116K ﹤0.01%
2,170
+114
4735
$116K ﹤0.01%
2,310
-66,648
4736
$115K ﹤0.01%
3,563
+2,844
4737
$115K ﹤0.01%
32,490
-70,040
4738
$115K ﹤0.01%
4,080
+2,743
4739
$115K ﹤0.01%
11,714
-2,108
4740
$115K ﹤0.01%
11,577
+4,578
4741
$115K ﹤0.01%
3,487
+2,172
4742
$114K ﹤0.01%
1,159
+659
4743
$114K ﹤0.01%
980
-2,513
4744
$114K ﹤0.01%
10,537
+2,592
4745
$114K ﹤0.01%
2,705
+160
4746
$113K ﹤0.01%
5,129
-4,272
4747
$113K ﹤0.01%
15,388
+12,735
4748
$113K ﹤0.01%
+5,268
4749
$113K ﹤0.01%
+1,704
4750
$113K ﹤0.01%
3,116
+2,316
188 189
190
191 192