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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$158M 0.04%
973,407
+411,824
502
$158M 0.04%
1,609,592
+790,986
503
$157M 0.04%
1,816,662
+1,068,017
504
$156M 0.04%
1,118,486
+32,831
505
$156M 0.04%
5,379,815
+3,873,481
506
$156M 0.04%
1,152,043
+16,857
507
$156M 0.03%
1,210,866
+678,130
508
$156M 0.03%
8,326,336
+380,818
509
$155M 0.03%
1,249,023
+95,228
510
$155M 0.03%
762,876
+448,823
511
$155M 0.03%
1,687,618
+1,067,403
512
$155M 0.03%
784,866
-10,425
513
$154M 0.03%
3,370,789
+1,073,980
514
$154M 0.03%
1,665,256
+421,733
515
$153M 0.03%
2,506,402
+42,291
516
$153M 0.03%
2,603,494
+798,298
517
$153M 0.03%
777,227
+321,525
518
$153M 0.03%
2,907,606
+125,406
519
$152M 0.03%
1,642,184
+16,953
520
$151M 0.03%
1,947,686
+535,372
521
$151M 0.03%
447,115
+113,051
522
$151M 0.03%
809,532
+465,810
523
$150M 0.03%
3,520,240
-285,365
524
$150M 0.03%
9,214,332
+4,472,338
525
$150M 0.03%
2,334,670
+2,194,065
19 20
21
22 23