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
5351
$166K ﹤0.01%
3,676
-1,014
5352
$166K ﹤0.01%
8,321
-4,580
5353
$166K ﹤0.01%
7,562
-1,283
5354
$165K ﹤0.01%
3,385
+1,130
5355
$165K ﹤0.01%
25,565
+12,481
5356
$165K ﹤0.01%
47,982
+44,340
5357
$165K ﹤0.01%
4,793
+52
5358
$164K ﹤0.01%
7,942
+2,500
5359
$164K ﹤0.01%
16,182
-868
5360
$164K ﹤0.01%
+145,059
5361
$164K ﹤0.01%
2,824
+2,686
5362
$164K ﹤0.01%
277,480
+252,756
5363
$164K ﹤0.01%
3,219
-1,262
5364
$163K ﹤0.01%
15,052
+14,406
5365
$163K ﹤0.01%
3,187
-4,325
5366
$163K ﹤0.01%
65,292
+44,328
5367
$163K ﹤0.01%
+3,160
5368
$163K ﹤0.01%
42,456
+32,321
5369
$163K ﹤0.01%
4,179
+3,842
5370
$162K ﹤0.01%
9,434
+5,672
5371
$162K ﹤0.01%
5,298
+1,733
5372
$161K ﹤0.01%
3,633
-4,411
5373
$161K ﹤0.01%
+144
5374
$161K ﹤0.01%
2,391
-166
5375
$160K ﹤0.01%
206,243
+70,398
213 214
215
216 217