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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$942M 0.57%
11,583,570
+454,492
27
$932M 0.56%
8,858,120
+1,258,562
28
$916M 0.55%
2,047,779
+224,181
29
$905M 0.55%
6,990,913
-346,030
30
$903M 0.55%
9,926,474
+127,060
31
$887M 0.54%
7,961,963
-130,739
32
$878M 0.53%
6,498,886
+469,325
33
$871M 0.53%
7,187,716
+1,199,304
34
$867M 0.53%
8,797,279
-224,053
35
$865M 0.52%
5,517,880
-249,414
36
$862M 0.52%
19,146,619
-963,442
37
$855M 0.52%
4,798,137
-97,234
38
$837M 0.51%
24,881,424
+668,825
39
$806M 0.49%
6,448,437
-170,053
40
$804M 0.49%
22,465,030
-3,731,500
41
$800M 0.48%
16,681,680
-2,058,680
42
$788M 0.48%
6,799,255
+4,491
43
$782M 0.47%
4,527,086
+840,589
44
$776M 0.47%
10,655,835
-622,204
45
$761M 0.46%
15,833,540
+119,120
46
$735M 0.45%
21,696,242
+269,744
47
$731M 0.44%
28,263,151
+2,424,276
48
$714M 0.43%
7,962,974
+698,644
49
$713M 0.43%
8,693,680
+759,797
50
$709M 0.43%
7,975,357
-446,930
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