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
526
$66.4M 0.03%
321,298
-19,416
527
$66.2M 0.03%
453,712
+145,372
528
$66.1M 0.03%
1,504,123
+74,586
529
$66.1M 0.03%
4,540,253
+750,707
530
$66M 0.03%
382,627
-13,549
531
$65.9M 0.03%
143,468
-37,164
532
$65.6M 0.03%
977,873
+32,965
533
$65.5M 0.03%
728,546
-11,345
534
$65.4M 0.03%
2,481,852
+1,304,812
535
$65.3M 0.03%
1,393,861
+1,366,477
536
$65.3M 0.03%
12,265,486
-638,284
537
$64.8M 0.03%
1,569,863
-327,807
538
$64.7M 0.03%
839,008
+328,130
539
$64.6M 0.03%
676,372
-67,490
540
$64.5M 0.03%
825,616
+374,074
541
$64.5M 0.03%
2,477,512
+64,480
542
$64.3M 0.03%
94,648
+1,659
543
$63.8M 0.03%
487,570
+355,261
544
$63.6M 0.03%
1,074,073
+146,083
545
$63.6M 0.03%
663,189
+29,815
546
$63.2M 0.03%
1,043,251
+95,502
547
$63.1M 0.03%
1,421,615
+261,143
548
$63.1M 0.03%
1,083,956
+168,853
549
$63.1M 0.03%
562,100
+23,316
550
$63M 0.03%
1,084,601
-522,681
20 21
22
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