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 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5276
$185K ﹤0.01%
2,630
+2,619
5277
$185K ﹤0.01%
5,142
+552
5278
$185K ﹤0.01%
2,221
-60
5279
$185K ﹤0.01%
+15,485
5280
$184K ﹤0.01%
5,822
+4,325
5281
$184K ﹤0.01%
52,342
+36,104
5282
$184K ﹤0.01%
40,219
+26,882
5283
$184K ﹤0.01%
+152,214
5284
$184K ﹤0.01%
46,531
+32,106
5285
$184K ﹤0.01%
+4,142
5286
$183K ﹤0.01%
6,137
-1,511
5287
$183K ﹤0.01%
49,363
-12,805
5288
$183K ﹤0.01%
5,287
-2,613
5289
$183K ﹤0.01%
1,996
+1,869
5290
$182K ﹤0.01%
90,235
+49,090
5291
$182K ﹤0.01%
56,896
-1,943
5292
$182K ﹤0.01%
2,961
+918
5293
$182K ﹤0.01%
33,393
+31,787
5294
$182K ﹤0.01%
9,787
-18,371
5295
$181K ﹤0.01%
+3,881
5296
$181K ﹤0.01%
37,589
+28,849
5297
$181K ﹤0.01%
1,278
+1,021
5298
$180K ﹤0.01%
10,476
-2,315
5299
$180K ﹤0.01%
11,187
+10,862
5300
$179K ﹤0.01%
31,152
+1,816
210 211
212
213 214