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 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5051
$82K ﹤0.01%
2,554
+1,026
5052
$82K ﹤0.01%
2,025
-1,408
5053
$82K ﹤0.01%
4,634
-3,311
5054
$82K ﹤0.01%
1,786
+1,319
5055
$82K ﹤0.01%
1,476
+1,109
5056
$82K ﹤0.01%
3,899
-9,187
5057
$82K ﹤0.01%
13,991
-16,859
5058
$82K ﹤0.01%
3,057
+885
5059
$81K ﹤0.01%
4,664
+1,942
5060
$81K ﹤0.01%
8,263
+8,251
5061
$81K ﹤0.01%
+8,075
5062
$80K ﹤0.01%
2,693
-12
5063
$80K ﹤0.01%
9,355
-8,229
5064
$79K ﹤0.01%
3,276
+1,745
5065
$79K ﹤0.01%
13,070
-5,091
5066
$79K ﹤0.01%
1,329
-21,744
5067
$79K ﹤0.01%
3,429
-3,069
5068
$79K ﹤0.01%
41,000
-9,695
5069
$79K ﹤0.01%
9,060
-488
5070
$79K ﹤0.01%
1,500
-80
5071
$78K ﹤0.01%
+2,023
5072
$78K ﹤0.01%
21,598
+11,934
5073
$78K ﹤0.01%
2,004
+20
5074
$78K ﹤0.01%
+1,634
5075
$78K ﹤0.01%
2,454
-276
201 202
203
204 205