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 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39B 0.59%
8,533,965
+1,363,480
27
$1.36B 0.58%
21,551,400
+2,347,690
28
$1.34B 0.57%
3,799,379
+664,305
29
$1.31B 0.56%
6,376,284
+747,667
30
$1.29B 0.55%
26,003,933
+2,494,826
31
$1.28B 0.55%
2,162,908
+41,987
32
$1.28B 0.55%
3,072,175
+71,968
33
$1.22B 0.52%
22,824,345
+356,535
34
$1.22B 0.52%
3,619,444
-459,705
35
$1.21B 0.52%
4,908,576
-49,349
36
$1.2B 0.52%
7,259,032
+108,796
37
$1.15B 0.49%
5,407,538
-248,864
38
$1.14B 0.49%
5,313,574
+179,693
39
$1.13B 0.48%
18,278,779
-1,429,988
40
$1.09B 0.47%
22,692,530
+1,841,387
41
$1.09B 0.47%
3,986,173
-427,512
42
$1.08B 0.46%
12,717,822
-295,314
43
$1.06B 0.45%
9,813,852
+44,225
44
$1.06B 0.45%
7,704,161
+146,943
45
$1.05B 0.45%
18,916,861
-672,668
46
$1.05B 0.45%
10,579,542
-253,040
47
$1.03B 0.44%
9,249,957
-935,077
48
$1.02B 0.44%
2,848,683
+1,247,112
49
$992M 0.42%
12,087,999
-924,138
50
$975M 0.42%
9,775,600
+715,246
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