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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$48.1M 0.03%
353,538
-96,632
527
$48.1M 0.03%
3,050,220
+279,464
528
$47.7M 0.03%
1,255,300
+241,945
529
$47.5M 0.03%
1,636,568
-327,920
530
$47.5M 0.03%
2,768,156
+40,586
531
$46.9M 0.03%
259,146
-41,053
532
$46.9M 0.03%
430,182
-121,144
533
$46.8M 0.03%
1,216,110
-66,361
534
$46M 0.03%
280,961
+8,929
535
$45.9M 0.03%
741,447
+22,231
536
$45.7M 0.03%
309,989
-757,230
537
$45.6M 0.03%
2,416,487
+389,633
538
$45.6M 0.03%
289,672
-80,767
539
$45.5M 0.03%
107,882
-28,939
540
$45.4M 0.03%
744,601
-724,464
541
$45.2M 0.03%
1,253,943
+20,891
542
$45.1M 0.03%
1,630,194
-423,371
543
$44.9M 0.03%
340,430
+11,181
544
$44.8M 0.03%
491,632
+30,310
545
$44.8M 0.03%
525,052
-171,411
546
$44.8M 0.03%
1,309,910
-58,278
547
$44.6M 0.03%
721,169
+120,577
548
$44.6M 0.03%
1,181,068
-263,448
549
$44.5M 0.03%
20,799
-2,331
550
$44.5M 0.03%
651,433
-123,209
20 21
22
23 24