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
476
$73.4M 0.03%
446,070
-130,164
477
$73.2M 0.03%
319,618
-47,246
478
$73.2M 0.03%
1,136,256
-190,303
479
$72.9M 0.03%
733,851
+52,272
480
$72.8M 0.03%
836,087
-30,710
481
$72.7M 0.03%
1,080,231
+32,926
482
$72.4M 0.03%
540,069
+182,056
483
$72.4M 0.03%
635,963
-40,501
484
$72.3M 0.03%
333,682
-51,058
485
$72.1M 0.03%
995,019
-319,070
486
$71.9M 0.03%
7,887,936
+857,536
487
$71.4M 0.03%
598,861
+573,881
488
$71.2M 0.03%
1,931,374
+544,003
489
$70.7M 0.03%
343,659
+61,765
490
$70.5M 0.03%
537,235
-49,887
491
$70.5M 0.03%
1,042,878
+738,345
492
$70.5M 0.03%
1,870,720
-641,842
493
$70.2M 0.03%
504,787
-90
494
$70M 0.03%
461,051
-221,404
495
$69.9M 0.03%
337,926
-28,897
496
$69.5M 0.03%
1,059,529
-387,038
497
$69.4M 0.03%
716,957
-29,226
498
$69.4M 0.03%
467,058
-360,225
499
$69.4M 0.03%
460,301
+44
500
$69.1M 0.03%
126,360
-63,329
18 19
20
21 22