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
4801
$106K ﹤0.01%
12,856
-4,452
4802
$105K ﹤0.01%
+7,965
4803
$105K ﹤0.01%
22,753
+9,420
4804
$105K ﹤0.01%
2,386
-19,494
4805
$105K ﹤0.01%
2,809
+789
4806
$105K ﹤0.01%
1,379
+21
4807
$105K ﹤0.01%
2,326
-62
4808
$104K ﹤0.01%
2,867
+2,454
4809
$104K ﹤0.01%
7,888
+2,888
4810
$104K ﹤0.01%
1,328
-7,696
4811
$104K ﹤0.01%
1,244
+547
4812
$104K ﹤0.01%
4,322
-6,454
4813
$104K ﹤0.01%
1,058
+149
4814
$104K ﹤0.01%
+3,378
4815
$104K ﹤0.01%
41,417
-12,687
4816
$103K ﹤0.01%
20,242
+9,242
4817
$103K ﹤0.01%
995
-99
4818
$103K ﹤0.01%
7,848
-252
4819
$103K ﹤0.01%
808
-7,836
4820
$103K ﹤0.01%
1,285
-1,436
4821
$103K ﹤0.01%
4,585
-2,161
4822
$103K ﹤0.01%
23,655
-32,486
4823
$103K ﹤0.01%
6,687
+169
4824
$102K ﹤0.01%
385
-1,688
4825
$102K ﹤0.01%
1,361
-100
191 192
193
194 195