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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$64M 0.03%
641,601
+333,935
527
$64M 0.03%
2,898,862
-126,234
528
$63.6M 0.03%
1,646,977
+458,577
529
$63.6M 0.03%
567,771
+140,133
530
$63.6M 0.03%
1,385,422
+476,928
531
$63.4M 0.03%
1,106,797
-458,551
532
$62.9M 0.03%
365,158
-346,161
533
$62.9M 0.03%
392,652
-76,268
534
$62.9M 0.03%
818,568
-1,683
535
$62.7M 0.03%
1,316,009
-100,257
536
$62.6M 0.03%
588,532
-71,624
537
$62.4M 0.03%
2,125,886
-513,227
538
$62.2M 0.03%
1,601,737
+99,100
539
$62.2M 0.03%
808,418
-144,940
540
$62.1M 0.03%
2,538,993
+150,853
541
$61.9M 0.03%
142,288
-21,261
542
$61.8M 0.03%
2,871,415
-284,562
543
$61.5M 0.03%
2,524,575
-172,566
544
$61.4M 0.03%
1,633,697
-228,011
545
$61.2M 0.03%
1,219,903
+108,617
546
$61M 0.03%
595,351
-213,044
547
$61M 0.03%
386,230
-51,835
548
$61M 0.03%
1,279,544
+155,514
549
$61M 0.03%
1,075,102
+449,937
550
$60.8M 0.03%
2,426,307
-72,671
20 21
22
23 24