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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4901
$354K ﹤0.01%
58,471
+821
4902
$354K ﹤0.01%
22,331
+6,175
4903
$353K ﹤0.01%
+34,300
4904
$353K ﹤0.01%
7,291
-1,060
4905
$353K ﹤0.01%
12,793
+8,938
4906
$352K ﹤0.01%
26,912
+6,191
4907
$352K ﹤0.01%
10,264
+8,114
4908
$351K ﹤0.01%
+62,997
4909
$349K ﹤0.01%
+10,314
4910
$349K ﹤0.01%
23,636
+22,459
4911
$349K ﹤0.01%
30,778
+14,728
4912
$349K ﹤0.01%
28,856
+1,763
4913
$349K ﹤0.01%
4,897
+1,610
4914
$348K ﹤0.01%
41,469
+32,942
4915
$348K ﹤0.01%
41,601
+35,538
4916
$348K ﹤0.01%
10,728
-38,252
4917
$347K ﹤0.01%
24,170
+19,987
4918
$346K ﹤0.01%
71,516
+30,637
4919
$345K ﹤0.01%
12,282
+8,365
4920
$345K ﹤0.01%
25,432
-71,911
4921
$344K ﹤0.01%
11,426
+310
4922
$342K ﹤0.01%
30,712
+9,152
4923
$342K ﹤0.01%
207,529
+158,648
4924
$342K ﹤0.01%
+17,804
4925
$341K ﹤0.01%
16,060
-11,435
195 196
197
198 199