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
4826
$102K ﹤0.01%
8,418
-14,954
4827
$102K ﹤0.01%
5,615
+2,171
4828
$102K ﹤0.01%
516
-41
4829
$102K ﹤0.01%
10,237
-1,363
4830
$101K ﹤0.01%
4,824
+288
4831
$101K ﹤0.01%
2,756
+2,313
4832
$101K ﹤0.01%
3,130
-283,725
4833
$101K ﹤0.01%
12,437
-68,549
4834
$101K ﹤0.01%
6,640
+385
4835
$101K ﹤0.01%
7,002
-650
4836
$101K ﹤0.01%
15,652
+5,087
4837
$100K ﹤0.01%
3,375
-1,458
4838
$100K ﹤0.01%
+2,178
4839
$100K ﹤0.01%
+1,168
4840
$100K ﹤0.01%
+19,251
4841
$100K ﹤0.01%
805
+786
4842
$100K ﹤0.01%
4,312
-8,228
4843
$100K ﹤0.01%
10,518
-3,521
4844
$100K ﹤0.01%
9,334
-1,940
4845
$99K ﹤0.01%
+235
4846
$99K ﹤0.01%
7,460
+7,260
4847
$99K ﹤0.01%
3,332
-4,822
4848
$99K ﹤0.01%
9,999
-114
4849
$99K ﹤0.01%
+10,100
4850
$99K ﹤0.01%
5,884
+3,813
192 193
194
195 196