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
4776
$109K ﹤0.01%
4,332
+1,057
4777
$109K ﹤0.01%
1,696
+588
4778
$109K ﹤0.01%
481
+359
4779
$109K ﹤0.01%
658
-4,256
4780
$109K ﹤0.01%
10,912
-159
4781
$108K ﹤0.01%
9,052
-20,654
4782
$108K ﹤0.01%
5,277
-26,753
4783
$108K ﹤0.01%
3,801
-601
4784
$108K ﹤0.01%
15,850
-1,700
4785
$108K ﹤0.01%
25,544
-11,981
4786
$108K ﹤0.01%
10,834
+834
4787
$108K ﹤0.01%
+1,192
4788
$108K ﹤0.01%
+2,942
4789
$107K ﹤0.01%
1,774
-327
4790
$107K ﹤0.01%
16,081
-2,633
4791
$107K ﹤0.01%
4,300
-9,612
4792
$107K ﹤0.01%
5,145
+4,839
4793
$107K ﹤0.01%
+3,770
4794
$107K ﹤0.01%
15,086
-3,321
4795
$107K ﹤0.01%
+11,025
4796
$106K ﹤0.01%
20,854
+3,151
4797
$106K ﹤0.01%
2,847
-4,527
4798
$106K ﹤0.01%
1,629
+231
4799
$106K ﹤0.01%
14,269
+2,803
4800
$106K ﹤0.01%
10,593
+6,641
190 191
192
193 194