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
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$585M
2
+$389M
3
+$383M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$345M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$341M

Top Sells

1
+$482M
2
+$416M
3
+$402M
4
BABA icon
Alibaba
BABA
+$295M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$234M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26B 0.62%
12,142,741
-544,601
27
$1.26B 0.62%
20,695,077
+45,146
28
$1.19B 0.59%
4,743,783
+38,920
29
$1.19B 0.59%
30,088,654
-1,046,886
30
$1.17B 0.58%
5,351,259
-263,408
31
$1.17B 0.58%
2,643,422
-189,620
32
$1.16B 0.57%
8,575,920
+609,782
33
$1.15B 0.57%
16,389,520
+37,785
34
$1.13B 0.56%
24,489,811
-2,481,627
35
$1.12B 0.56%
6,349,054
+183,572
36
$1.11B 0.55%
6,510,565
-245,970
37
$1.11B 0.55%
22,406,002
+1,022,951
38
$1.11B 0.55%
15,047,800
-1,160,420
39
$1.1B 0.54%
3,522,045
-398,102
40
$983M 0.49%
7,920,366
-236,647
41
$977M 0.48%
72,223,120
+9,154,280
42
$937M 0.46%
3,045,644
+85,303
43
$934M 0.46%
5,723,120
+2,057,868
44
$931M 0.46%
11,764,181
+430,716
45
$929M 0.46%
13,391,784
+1,070,368
46
$928M 0.46%
2,422,136
-76,567
47
$926M 0.46%
8,346,816
+2,391,009
48
$912M 0.45%
2,715,134
-16,994
49
$898M 0.44%
2,528,434
-472,478
50
$864M 0.43%
4,057,779
+615,922
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2
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