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
5451
$46K ﹤0.01%
3,198
+3,008
5452
$46K ﹤0.01%
1,833
-271
5453
$46K ﹤0.01%
4,628
+3,398
5454
$46K ﹤0.01%
4,611
+1,030
5455
$46K ﹤0.01%
962
-2,331
5456
$46K ﹤0.01%
4,629
+4,466
5457
$46K ﹤0.01%
+1,689
5458
$45K ﹤0.01%
9,602
+3,076
5459
$45K ﹤0.01%
2,484
-3,474
5460
$45K ﹤0.01%
+2,200
5461
$45K ﹤0.01%
1,326
+94
5462
$45K ﹤0.01%
19,002
+18,752
5463
$45K ﹤0.01%
718
-22,100
5464
$45K ﹤0.01%
1,948
-78
5465
$45K ﹤0.01%
1,143
-737
5466
$45K ﹤0.01%
+5,012
5467
$45K ﹤0.01%
1,352
+1,247
5468
$45K ﹤0.01%
+1,767
5469
$45K ﹤0.01%
1,147
+1,105
5470
$45K ﹤0.01%
843
-38,125
5471
$45K ﹤0.01%
1,210
-5
5472
$45K ﹤0.01%
1,186
+783
5473
$45K ﹤0.01%
3,415
+1,229
5474
$44K ﹤0.01%
1,862
-2,792
5475
$44K ﹤0.01%
10
-42
217 218
219
220 221