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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4801
$84K ﹤0.01%
9,700
+195
4802
$84K ﹤0.01%
4,850
+1,105
4803
$84K ﹤0.01%
3,538
+2,904
4804
$84K ﹤0.01%
8,375
+6,948
4805
$84K ﹤0.01%
20,838
+3,688
4806
$84K ﹤0.01%
90,000
-10,000
4807
$84K ﹤0.01%
4,404
-492
4808
$83K ﹤0.01%
2,187
+1,271
4809
$83K ﹤0.01%
3,884
+3,681
4810
$83K ﹤0.01%
4,034
+3,769
4811
$83K ﹤0.01%
3,237
+549
4812
$83K ﹤0.01%
2,364
+2,341
4813
$83K ﹤0.01%
34,598
+4,623
4814
$83K ﹤0.01%
9,282
+2,132
4815
$82K ﹤0.01%
856
+285
4816
$82K ﹤0.01%
38,344
-11,381
4817
$82K ﹤0.01%
5,306
+2,777
4818
$82K ﹤0.01%
3,353
+2,553
4819
$82K ﹤0.01%
1,015
4820
$82K ﹤0.01%
1,458
+994
4821
$82K ﹤0.01%
9,181
-4,880
4822
$82K ﹤0.01%
11,374
+5,597
4823
$82K ﹤0.01%
+25,164
4824
$82K ﹤0.01%
12,686
-41,073
4825
$82K ﹤0.01%
3,690
+2,167
191 192
193
194 195