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
5076
$71K ﹤0.01%
2,482
-1,879
5077
$71K ﹤0.01%
2,332
-6,731
5078
$71K ﹤0.01%
2,883
-1,736
5079
$71K ﹤0.01%
2,347
-5,823
5080
$71K ﹤0.01%
2,098
-2,386
5081
$71K ﹤0.01%
250
-218
5082
$71K ﹤0.01%
2,589
-1,052
5083
$71K ﹤0.01%
2,836
-4,796
5084
$70K ﹤0.01%
2,804
+78
5085
$70K ﹤0.01%
+2,253
5086
$70K ﹤0.01%
3,184
+500
5087
$70K ﹤0.01%
9,428
+83
5088
$70K ﹤0.01%
+353
5089
$70K ﹤0.01%
1,104
-13,473
5090
$70K ﹤0.01%
2,612
-35
5091
$70K ﹤0.01%
1,479
+1,318
5092
$70K ﹤0.01%
1,316
+171
5093
$70K ﹤0.01%
+2,041
5094
$70K ﹤0.01%
611
-4,378
5095
$70K ﹤0.01%
2,089
-289
5096
$70K ﹤0.01%
3,331
-1,357
5097
$69K ﹤0.01%
+1,656
5098
$69K ﹤0.01%
3,154
-2,409
5099
$69K ﹤0.01%
+2,131
5100
$69K ﹤0.01%
+2,256
202 203
204
205 206