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
4876
$95K ﹤0.01%
3,123
-376
4877
$95K ﹤0.01%
+3,015
4878
$95K ﹤0.01%
+1,719
4879
$95K ﹤0.01%
256
-99
4880
$95K ﹤0.01%
1,300
-89
4881
$95K ﹤0.01%
20,904
-16,440
4882
$95K ﹤0.01%
4,735
+3,285
4883
$95K ﹤0.01%
1,835
+138
4884
$95K ﹤0.01%
+2,220
4885
$94K ﹤0.01%
7,017
-17,795
4886
$94K ﹤0.01%
11,578
+8,785
4887
$94K ﹤0.01%
2,934
-2,250
4888
$94K ﹤0.01%
2,290
+433
4889
$94K ﹤0.01%
10,285
-47,051
4890
$94K ﹤0.01%
3,820
-27,056
4891
$94K ﹤0.01%
9,798
-3,006
4892
$94K ﹤0.01%
3,724
-55
4893
$94K ﹤0.01%
2,561
-21,634
4894
$94K ﹤0.01%
3,887
+137
4895
$94K ﹤0.01%
46,684
+46,235
4896
$94K ﹤0.01%
+43,809
4897
$94K ﹤0.01%
5,341
-5,537
4898
$94K ﹤0.01%
2,925
+113
4899
$93K ﹤0.01%
+5,266
4900
$93K ﹤0.01%
2,930
+2,034
194 195
196
197 198