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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.76B
2
+$447M
3
+$336M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$294M
5
GSK icon
GSK
GSK
+$255M

Top Sells

1
+$937M
2
+$511M
3
+$402M
4
BIDU icon
Baidu
BIDU
+$338M
5
AAPL icon
Apple
AAPL
+$331M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4926
$107K ﹤0.01%
4,956
-740
4927
$107K ﹤0.01%
7,652
+545
4928
$107K ﹤0.01%
+2,066
4929
$107K ﹤0.01%
+10,670
4930
$107K ﹤0.01%
10,000
+9,536
4931
$107K ﹤0.01%
15,290
+5,776
4932
$107K ﹤0.01%
6,518
+3,015
4933
$107K ﹤0.01%
1,830
-16,429
4934
$106K ﹤0.01%
5,958
+2,399
4935
$106K ﹤0.01%
274
+89
4936
$106K ﹤0.01%
3,981
-196
4937
$106K ﹤0.01%
1,720
-180
4938
$106K ﹤0.01%
7,847
+2,672
4939
$106K ﹤0.01%
32,650
-21,033
4940
$106K ﹤0.01%
12,979
-1,123
4941
$105K ﹤0.01%
+3,948
4942
$105K ﹤0.01%
8,100
+356
4943
$104K ﹤0.01%
3,069
+3,061
4944
$104K ﹤0.01%
3,403
-4,128
4945
$104K ﹤0.01%
12,287
-425
4946
$104K ﹤0.01%
1,506
+1,426
4947
$104K ﹤0.01%
10,948
-600
4948
$104K ﹤0.01%
+10,365
4949
$104K ﹤0.01%
50,000
4950
$104K ﹤0.01%
3,635
+1,639
196 197
198
199 200