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
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$585M
2
+$389M
3
+$383M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$345M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$341M

Top Sells

1
+$482M
2
+$416M
3
+$402M
4
BABA icon
Alibaba
BABA
+$295M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$234M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5201
$27K ﹤0.01%
4,000
-7,090
5202
$27K ﹤0.01%
1,359
-72
5203
$27K ﹤0.01%
1,222
-5,421
5204
$27K ﹤0.01%
39
-712
5205
$27K ﹤0.01%
2,428
-1,461
5206
$27K ﹤0.01%
1,513
-326
5207
$27K ﹤0.01%
985
-2,100
5208
$27K ﹤0.01%
652
+138
5209
$27K ﹤0.01%
5,556
+1,300
5210
$27K ﹤0.01%
+36
5211
$27K ﹤0.01%
1,800
-100
5212
$27K ﹤0.01%
969
+283
5213
$27K ﹤0.01%
+1,000
5214
$27K ﹤0.01%
3,450
-839
5215
$27K ﹤0.01%
+1,304
5216
$27K ﹤0.01%
79,679
+76,648
5217
$27K ﹤0.01%
884
+541
5218
$27K ﹤0.01%
1,106
+329
5219
$27K ﹤0.01%
23,859
-1,141
5220
$27K ﹤0.01%
6,072
-14,892
5221
$27K ﹤0.01%
1,506
-5,123
5222
$26K ﹤0.01%
4,773
+1,798
5223
$26K ﹤0.01%
567
-642
5224
$26K ﹤0.01%
4,090
-16,969
5225
$26K ﹤0.01%
2,579
-1,640
207 208
209
210 211