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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4901
$101K ﹤0.01%
3,300
+2,681
4902
$101K ﹤0.01%
6,800
+2,700
4903
$101K ﹤0.01%
1,242
-74
4904
$101K ﹤0.01%
1,857
-3,027
4905
$101K ﹤0.01%
3,632
+691
4906
$101K ﹤0.01%
1,445
+129
4907
$101K ﹤0.01%
14,210
-82,724
4908
$100K ﹤0.01%
491
-253
4909
$100K ﹤0.01%
1,730
-940
4910
$100K ﹤0.01%
4,614
4911
$100K ﹤0.01%
13,936
+826
4912
$100K ﹤0.01%
7,002
4913
$100K ﹤0.01%
2,434
-1,668
4914
$100K ﹤0.01%
22,651
-544
4915
$100K ﹤0.01%
2,156
+1,113
4916
$100K ﹤0.01%
7,900
-4,288
4917
$99K ﹤0.01%
7,507
-1,000
4918
$99K ﹤0.01%
17,683
-3,963
4919
$99K ﹤0.01%
26,265
+18,989
4920
$99K ﹤0.01%
1,662
-308
4921
$99K ﹤0.01%
15,472
-4,333
4922
$99K ﹤0.01%
3,732
+2,745
4923
$99K ﹤0.01%
3,408
-2,680
4924
$99K ﹤0.01%
31,459
-25,683
4925
$99K ﹤0.01%
66,537
+20,906
195 196
197
198 199