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
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11B 0.68%
5,719,670
+2,676,733
27
$1.11B 0.68%
25,096,640
-1,785,635
28
$1.08B 0.66%
9,437,423
+3,737,007
29
$1.07B 0.65%
19,145,805
-218,420
30
$1.06B 0.65%
10,995,984
-1,462,573
31
$1.05B 0.64%
4,213,145
-297,822
32
$1.03B 0.63%
3,247,828
-897,145
33
$1.03B 0.63%
17,752,660
-375,440
34
$967M 0.59%
5,922,558
-942,354
35
$963M 0.59%
5,826,895
-731,536
36
$962M 0.59%
2,839,483
-311,138
37
$933M 0.57%
7,238,617
+120,822
38
$929M 0.57%
16,562,159
-1,812,959
39
$927M 0.57%
6,152,760
-291,292
40
$913M 0.56%
7,395,339
-2,635,824
41
$868M 0.53%
3,043,261
-224,702
42
$868M 0.53%
3,059,148
-317,285
43
$812M 0.5%
36,899,941
-3,511,947
44
$805M 0.49%
10,963,580
-2,768,450
45
$761M 0.46%
12,647,528
-3,168,036
46
$731M 0.45%
2,828,442
-239,906
47
$729M 0.44%
6,067,599
+59,461
48
$725M 0.44%
3,330,695
-229,178
49
$720M 0.44%
34,559,883
+14,194,842
50
$680M 0.42%
5,082,995
-407,330
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2
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