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
4751
$113K ﹤0.01%
11,094
+10,396
4752
$113K ﹤0.01%
11,315
-4,235
4753
$113K ﹤0.01%
4,813
+1,602
4754
$113K ﹤0.01%
5,111
-1,716
4755
$113K ﹤0.01%
10,707
+707
4756
$113K ﹤0.01%
26,194
+2,056
4757
$112K ﹤0.01%
11,664
+1,664
4758
$112K ﹤0.01%
5,304
-732
4759
$112K ﹤0.01%
3,454
+1,963
4760
$112K ﹤0.01%
5,300
-30,911
4761
$112K ﹤0.01%
7,518
+226
4762
$112K ﹤0.01%
11,378
-1,770
4763
$111K ﹤0.01%
147
-147
4764
$111K ﹤0.01%
9,270
-4,908
4765
$111K ﹤0.01%
7,199
-767
4766
$111K ﹤0.01%
3,816
+2,982
4767
$110K ﹤0.01%
2,287
-2,954
4768
$110K ﹤0.01%
628
+246
4769
$110K ﹤0.01%
10,273
-18,531
4770
$110K ﹤0.01%
+3,235
4771
$110K ﹤0.01%
1,786
+677
4772
$110K ﹤0.01%
5,228
+839
4773
$110K ﹤0.01%
9,491
-6,112
4774
$109K ﹤0.01%
3,455
-245
4775
$109K ﹤0.01%
+2,867
189 190
191
192 193