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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5401
$49K ﹤0.01%
873
+131
5402
$48K ﹤0.01%
3,601
-2,110
5403
$48K ﹤0.01%
6,161
-24,807
5404
$48K ﹤0.01%
10,005
+1,736
5405
$48K ﹤0.01%
3,608
-2,848
5406
$48K ﹤0.01%
103
-28
5407
$48K ﹤0.01%
2,699
+2,099
5408
$48K ﹤0.01%
3,043
+768
5409
$48K ﹤0.01%
3,989
+2,331
5410
$48K ﹤0.01%
23,287
+2,492
5411
$48K ﹤0.01%
2,013
+851
5412
$48K ﹤0.01%
1,648
+935
5413
$48K ﹤0.01%
+5,669
5414
$48K ﹤0.01%
+1,506
5415
$48K ﹤0.01%
1,963
-1,714
5416
$48K ﹤0.01%
1,334
-120
5417
$48K ﹤0.01%
3,815
+2,773
5418
$48K ﹤0.01%
1,631
-1,701
5419
$47K ﹤0.01%
1,834
+1,733
5420
$47K ﹤0.01%
+59
5421
$47K ﹤0.01%
859
-1,199
5422
$47K ﹤0.01%
10,168
+5,108
5423
$47K ﹤0.01%
+491
5424
$47K ﹤0.01%
1,154
-382
5425
$47K ﹤0.01%
+1,783
215 216
217
218 219