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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5276
$28K ﹤0.01%
3,612
+1,329
5277
$28K ﹤0.01%
1,157
+954
5278
$28K ﹤0.01%
9,689
-7,221
5279
$28K ﹤0.01%
4,100
+976
5280
$28K ﹤0.01%
+1,866
5281
$28K ﹤0.01%
2,000
-1,446
5282
$28K ﹤0.01%
+5,141
5283
$28K ﹤0.01%
1,857
-1,942
5284
$28K ﹤0.01%
1,924
+1,182
5285
$28K ﹤0.01%
1,066
-199
5286
$28K ﹤0.01%
527
-71
5287
$28K ﹤0.01%
2,250
+222
5288
$28K ﹤0.01%
1,419
+1,370
5289
$28K ﹤0.01%
2,344
+1,028
5290
$27K ﹤0.01%
3,160
+3,152
5291
$27K ﹤0.01%
1,418
+942
5292
$27K ﹤0.01%
905
+845
5293
$27K ﹤0.01%
+47
5294
$27K ﹤0.01%
+534
5295
$27K ﹤0.01%
2,292
+2,262
5296
$27K ﹤0.01%
1,191
-1,808
5297
$27K ﹤0.01%
97
+14
5298
$27K ﹤0.01%
594
-116
5299
– –
0
5300
$27K ﹤0.01%
2,362
+1,821
210 211
212
213 214