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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$49.9M 0.03%
163,372
-47,180
502
$49.9M 0.03%
819,879
-23,953
503
$49.6M 0.03%
1,503,251
-361,255
504
$49.5M 0.03%
1,006,563
-7,638
505
$49.5M 0.03%
1,136,974
+64,866
506
$49.5M 0.03%
1,780,352
-85,092
507
$49.4M 0.03%
1,964,904
+407,724
508
$49.4M 0.03%
1,651,635
-822,001
509
$49.4M 0.03%
532,256
+20,735
510
$49.4M 0.03%
748,960
+349,248
511
$49.3M 0.03%
1,192,283
-82,622
512
$49.2M 0.03%
1,252,229
+241,218
513
$49.2M 0.03%
669,636
-64,830
514
$49M 0.03%
651,435
+38,268
515
$49M 0.03%
530,286
-106,018
516
$48.9M 0.03%
457,587
-11,255
517
$48.9M 0.03%
1,378,160
+243,058
518
$48.9M 0.03%
771,738
-28,156
519
$48.8M 0.03%
2,138,705
+683,120
520
$48.7M 0.03%
1,856,648
-642,851
521
$48.6M 0.03%
121,127
-13,430
522
$48.4M 0.03%
1,210,357
-174,209
523
$48.4M 0.03%
1,559,318
+292,122
524
$48.3M 0.03%
1,284,658
-326,615
525
$48.3M 0.03%
1,183,317
+293,229
19 20
21
22 23