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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4976
$83K ﹤0.01%
2,360
-1,603
4977
$83K ﹤0.01%
+2,385
4978
$83K ﹤0.01%
+593
4979
$83K ﹤0.01%
3,429
-7,366
4980
$83K ﹤0.01%
3,792
-46,185
4981
$83K ﹤0.01%
9,729
-21,819
4982
$83K ﹤0.01%
8,444
+5,093
4983
$83K ﹤0.01%
149,334
-65,304
4984
$82K ﹤0.01%
1,441
-209
4985
$82K ﹤0.01%
1,589
-910
4986
$82K ﹤0.01%
14,075
+12,439
4987
$82K ﹤0.01%
2,769
-16,272
4988
$82K ﹤0.01%
2,913
-20,698
4989
$82K ﹤0.01%
2,047
+989
4990
$82K ﹤0.01%
1,649
+307
4991
$82K ﹤0.01%
704
-8,745
4992
$82K ﹤0.01%
+3,600
4993
$82K ﹤0.01%
6,798
+6,796
4994
$82K ﹤0.01%
6,962
-3,271
4995
$82K ﹤0.01%
7,148
-98,286
4996
$81K ﹤0.01%
+3,245
4997
$81K ﹤0.01%
5,366
+3,359
4998
$81K ﹤0.01%
21
-70
4999
$81K ﹤0.01%
3,177
+734
5000
$81K ﹤0.01%
+4,420
198 199
200
201 202