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
476
$48.2M 0.03%
339,373
-27,176
477
$48.1M 0.03%
107,738
+31,253
478
$48M 0.03%
484,084
-11,940
479
$47.8M 0.03%
828,645
-26,861
480
$47.5M 0.03%
1,485,381
+902,945
481
$47.4M 0.03%
537,867
+99,297
482
$47.4M 0.03%
1,391,909
+280,574
483
$47.3M 0.03%
1,129,788
-35,773
484
$46.7M 0.03%
643,933
+96,362
485
$46.7M 0.03%
724,192
+40,096
486
$46.6M 0.03%
671,501
+30,533
487
$46.5M 0.03%
2,169,420
-33,465
488
$46.2M 0.03%
832,753
-212,754
489
$46.1M 0.03%
343,293
+2,919
490
$45.8M 0.03%
1,696,566
+272,058
491
$45.8M 0.03%
369,518
+23,581
492
$45.7M 0.03%
730,063
-6,264
493
$45.6M 0.03%
1,193,977
-87,035
494
$45.6M 0.03%
887,582
+71,948
495
$45.4M 0.03%
546,933
+41,615
496
$45.3M 0.03%
546,918
+27,860
497
$45.3M 0.03%
3,269,084
+42,545
498
$45.3M 0.03%
959,270
+18,308
499
$44.8M 0.03%
648,572
-185,047
500
$44.7M 0.03%
85,780
-11,421
18 19
20
21 22