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
4926
$98K ﹤0.01%
19,198
-530
4927
$98K ﹤0.01%
1,393
+1,335
4928
$98K ﹤0.01%
10,172
+9,760
4929
$98K ﹤0.01%
2,086
+344
4930
$98K ﹤0.01%
1,697
-12,052
4931
$98K ﹤0.01%
5,196
-1,016
4932
$98K ﹤0.01%
2,847
-5,054
4933
$98K ﹤0.01%
1,847
-261
4934
$98K ﹤0.01%
1,914
-1,706
4935
$98K ﹤0.01%
4,216
-20,540
4936
$98K ﹤0.01%
8,010
+1,974
4937
$98K ﹤0.01%
5,815
-39,846
4938
$98K ﹤0.01%
10,000
+7,058
4939
$98K ﹤0.01%
9,974
+8,181
4940
$98K ﹤0.01%
10,000
+1,200
4941
$97K ﹤0.01%
+2,966
4942
$97K ﹤0.01%
14,202
-829
4943
$97K ﹤0.01%
9,636
-8,844
4944
$97K ﹤0.01%
9,862
+5,555
4945
$97K ﹤0.01%
3,836
+3,763
4946
$96K ﹤0.01%
24,741
-5,069
4947
$96K ﹤0.01%
33,130
-12,307
4948
$96K ﹤0.01%
3,606
+512
4949
$96K ﹤0.01%
2,575
-4,240
4950
$96K ﹤0.01%
4,592
+1,986
196 197
198
199 200